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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
576
Mach-1 Financial Group
Arkansas
$12K +$10.6K +250 New
PCFFS
577
Pacific Center for Financial Services
California
$11K
CI
578
CX Institutional
Indiana
$11K +$4.55K +107 +89%
ANBT
579
American National Bank & Trust
Texas
$10K
CFG
580
CKW Financial Group
Hawaii
$10K +$8.5K +200 New
GWS
581
Glassman Wealth Services
Virginia
$9K -$128 -3 -2%
SIAG
582
Safeguard Investment Advisory Group
California
$9K +$8.29K +195 New
CFFP
583
Center for Financial Planning
Michigan
$8K
WEC
584
Winslow Evans & Crocker
Massachusetts
$8K
CAAS
585
Capital Asset Advisory Services
Michigan
$8K +$6.67K +157 New
AIC
586
Archer Investment Corporation
Indiana
$7.95K
APA
587
American Portfolios Advisors
New York
$7.45K +$6.29K +148 New
DAM
588
Delta Asset Management
Tennessee
$7K
BII
589
Bainco International Investors
Massachusetts
$7K +$5.49K +129 New
PFO
590
Pathstone Family Office
New Jersey
$6K -$34.1K -803 -86%
CA
591
Crewe Advisors
Utah
$6K -$5.4K -127 -51%
PFSC
592
Peoples Financial Services Corp
Pennsylvania
$6K
AWM
593
Accel Wealth Management
Iowa
$6K +$5.1K +120 New
EARNEST Partners
594
EARNEST Partners
Georgia
$5K
FMII
595
Farmers & Merchants Investments Inc
Nebraska
$5K
M
596
MOTCO
Texas
$5K
SLF
597
Sun Life Financial
Ontario, Canada
$5K +$43 +1 +0.9%
MCM
598
Manchester Capital Management
Vermont
$5K +$3.91K +92 New
TC
599
Truvestments Capital
Florida
$5K +$4.59K +108 New
PK
600
Pflug Koory
Nebraska
$4K

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.