Lincoln National
587 hedge funds and large institutions have $12.3B invested in Lincoln National in 2015 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 178 increasing their positions, 257 reducing their positions, and 46 closing their positions.
74% more call options, than puts
Call options by funds: $61.9M | Put options by funds: $35.6M
13% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 46
1% more capital invested
Capital invested by funds: $12.2B → $12.3B (+$79.5M)
0% less funds holding
Funds holding: 588 → 587 (-1)
0.61% less ownership
Funds ownership: 82.98% → 82.36% (-0.61%)
31% less repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 257
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$203M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$82.7M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$68.2M |
| 4 |
Goldman Sachs
New York
|
+$52.2M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$47.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$125M |
| 2 |
RP
RR Partners
New York
|
-$114M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$92.7M |
| 4 |
Sanders Capital
West Palm Beach,
Florida
|
-$75M |
| 5 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
-$50.6M |
LNC Hedge Fund Activity: Q2 2015 in Review
587 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2015, worth a combined $12.3B — up 0.65% from $12.2B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new LNC positions and 46 closed out — a net gain of 6 holders — while 178 added to existing stakes and 257 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $203M. The largest seller was Ameriprise, cutting an estimated $125M.
- 587 institutional investors held Lincoln National (LNC) as of Q2 2015, down from 588 in Q1 2015.
- Funds reported $12.3B of Lincoln National stock for Q2 2015, up 0.65% quarter-over-quarter.
- 52 funds opened new Lincoln National positions in Q2 2015 and 46 closed out, a net change of +6 holders.
- The largest Lincoln National buyer in Q2 2015 was Neuberger Berman Group, an estimated $203M added.
- The largest Lincoln National seller in Q2 2015 was Ameriprise, an estimated $125M sold.
Based on aggregated 13F filings for Q2 2015.