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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
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
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
601
Jones Financial Companies
Missouri
$6K +$1.6K +29 +46%
SWA
602
Sutton Wealth Advisors
Florida
$5.73K +$940 +17 +23%
PK
603
Pflug Koory
Nebraska
$5K
FPW
604
Flagship Private Wealth
Massachusetts
$4.13K
EWA
605
Evolution Wealth Advisors
Florida
$4K
HIA
606
Harbor Investment Advisory
Maryland
$4K
SFSIG
607
San Francisco Sentry Investment Group
California
$4K
VCM
608
Versant Capital Management
Arizona
$4K
HDIM
609
Hanson & Doremus Investment Management
Vermont
$4K +$3.26K +59 New
WCM
610
Wealthcare Capital Management
Virginia
$4K +$3.76K +68 New
AIG
611
American International Group
New York
$3.48K -$119K -2,150 -4%
Nisa Investment Advisors
612
Nisa Investment Advisors
Missouri
$3.37K -$597K -10,800 -17%
BWM
613
BerganKDV Wealth Management
Minnesota
$3K
CHA
614
Carmichael Hill & Associates
Maryland
$3K
LWM
615
Liberty Wealth Management
California
$3K
1IA
616
1834 Investment Advisors
Wisconsin
$2K -$678K -12,260 -100%
MAM
617
McCarthy Asset Management
California
$2K
GFPC
618
Global Financial Private Client
Florida
$1.57K
MLFP
619
MPS Loria Financial Planners
Illinois
$1K
PWMG
620
Prestige Wealth Management Group
New Jersey
$1K
RG
621
Retirement Group
California
$1K
SFA
622
Semmax Financial Advisors
North Carolina
$1K +$55 +1 +5%
BWM
623
Baystate Wealth Management
Massachusetts
$1K +$774 +14 New
MPWT
624
MassMutual Private Wealth & Trust
Connecticut
$1K +$829 +15 New
Walleye Capital
625
Walleye Capital
New York
$417 +$370K +6,693 New