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Lincoln National
LNC

Overview Fund Activity

621 hedge funds and large institutions have $9.13B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 191 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.94%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
191
Reduced
224
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$135M
2
APG Asset Management
APG Asset Management
Netherlands
+$41.2M
3
Invesco
Invesco
Georgia
+$32.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.3M
5
State Street
State Street
Massachusetts
+$28.5M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$77.8M
2
PP
Prudential plc
United Kingdom
-$71.4M
3
Man Group
Man Group
United Kingdom
-$45.1M
4
MCM
Moore Capital Management
New York
-$38.1M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
576
Spire Wealth Management
Virginia
$13K +$13K +208 New
ANBT
577
American National Bank & Trust
Texas
$12K – – –
CFG
578
CKW Financial Group
Hawaii
$12K – – –
GWS
579
Glassman Wealth Services
Virginia
$12K +$65 +1 +0.5%
SWA
580
SOA Wealth Advisors
New York
$12K +$7.7K +127 +179%
CFFP
581
Center for Financial Planning
Michigan
$10K – – –
MWP
582
Meridian Wealth Partners
Pennsylvania
$10K +$10K +164 New
AIC
583
Archer Investment Corporation
Indiana
$9.84K – – –
APA
584
American Portfolios Advisors
New York
$9.22K – – –
TC
585
Truvestments Capital
Florida
$9K +$2.48K +41 +38%
CA
586
Crewe Advisors
Utah
$8K – – –
DAM
587
Delta Asset Management
Tennessee
$8K – – –
CFO
588
CVA Family Office
Colorado
$8K +$8K +135 New
SLF
589
Sun Life Financial
Ontario, Canada
$7K -$132 -2 -2%
EARNEST Partners
590
EARNEST Partners
Georgia
$7K – – –
PFSC
591
Peoples Financial Services Corp
Pennsylvania
$7K – – –
AWM
592
Accel Wealth Management
Iowa
$7K – – –
NIC
593
Northwest Investment Counselors
Oregon
$7K +$7K +112 New
FMII
594
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
MCM
595
Manchester Capital Management
Vermont
$6K – – –
Jones Financial Companies
596
Jones Financial Companies
Missouri
$6K +$1.89K +29 +46%
SWA
597
Sutton Wealth Advisors
Florida
$5.73K +$1.06K +17 +23%
PK
598
Pflug Koory
Nebraska
$5K – – –
FPW
599
Flagship Private Wealth
Massachusetts
$4.13K – – –
VCM
600
Versant Capital Management
Arizona
$4K – – –
22 23
24
25 26