LNC icon

Lincoln National
LNC

Overview Fund Activity

636 hedge funds and large institutions have $12.1B invested in Lincoln National in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 189 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
15.86%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.15%
New
74
Increased
189
Reduced
271
Closed
52
Calls
$124M
Puts
$97.3M
Net Calls
+$26.5M
Net Calls Change
-$15.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.17B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$79.5M
3
DZ Bank
DZ Bank
Germany
+$65.4M
4
TA
Teachers Advisors
New York
+$64.7M
5
JHIU
Janus Henderson Investors US
Colorado
+$63.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$157M
2
UBS AM
UBS AM
Illinois
-$133M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$78M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$78M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
601
Zions Bancorporation
Utah
$11K -$8.04K -122 -42%
SGAM
602
Smith Group Asset Management
Texas
$11K – – –
TDC
603
Thompson Davis & Co
Virginia
$11K – – –
JFGIW
604
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K – – –
DAM
605
Delta Asset Management
Tennessee
$9K – – –
QAM
606
QCI Asset Management
New York
$9K – – –
MCM
607
Manchester Capital Management
Vermont
$9K – – –
PFSC
608
Peoples Financial Services Corp
Pennsylvania
$8K – – –
PIM
609
Parasol Investment Management
Illinois
$8K – – –
PFBT
610
Parkside Financial Bank & Trust
Missouri
$7K – – –
GBT
611
Grove Bank & Trust
Florida
$7K – – –
SWA
612
Sutton Wealth Advisors
Florida
$6.55K – – –
IP
613
Intellectus Partners
California
$6K – – –
PK
614
Pflug Koory
Nebraska
$6K – – –
HS
615
Horan Securities
United States
$6K +$6K +91 New
PCM
616
Prelude Capital Management
New York
$6K +$6K +97 New
AIM
617
Advantage Investment Management
Iowa
$5K -$114K -1,731 -96%
VNA
618
Valley National Advisers
Pennsylvania
$5K -$3.01K -47 -38%
HCA
619
Harbour Capital Advisors
Virginia
$4.91K +$4.91K +75 New
WA
620
WFG Advisors
Texas
$4K -$126K -1,889 -97%
Northwestern Mutual Wealth Management
621
Northwestern Mutual Wealth Management
Wisconsin
$4K -$83.3K -1,124 -95%
BWM
622
Baystate Wealth Management
Massachusetts
$4K – – –
DBT
623
Dubuque Bank & Trust
Iowa
$4K +$4K +60 New
AAF
624
Andra AP-fonden
Sweden
$3.53K +$412 +6,300 +13%
EWM
625
Evercore Wealth Management
New York
$3K -$1.71K -25 -36%
23 24
25
26 27