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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 %
EWA
601
Evolution Wealth Advisors
Florida
$4K – – –
VCM
602
Versant Capital Management
Arizona
$4K – – –
SFSIG
603
San Francisco Sentry Investment Group
California
$4K – – –
HDIM
604
Hanson & Doremus Investment Management
Vermont
$4K +$4K +59 New
WCM
605
Wealthcare Capital Management
Virginia
$4K +$4K +68 New
AIG
606
American International Group
New York
$3.48K -$134 -2,150 -4%
Nisa Investment Advisors
607
Nisa Investment Advisors
Missouri
$3.37K -$673 -10,800 -17%
BWM
608
BerganKDV Wealth Management
Minnesota
$3K – – –
CHA
609
Carmichael Hill & Associates
Maryland
$3K – – –
LWM
610
Liberty Wealth Management
California
$3K – – –
1IA
611
1834 Investment Advisors
Wisconsin
$2K -$846K -12,260 -100%
MAM
612
McCarthy Asset Management
California
$2K – – –
GFPC
613
Global Financial Private Client
Florida
$1.57K – – –
MLFP
614
MPS Loria Financial Planners
Illinois
$1K – – –
PWMG
615
Prestige Wealth Management Group
New Jersey
$1K – – –
RG
616
Retirement Group
California
$1K – – –
SFA
617
Semmax Financial Advisors
North Carolina
$1K +$48 +1 +5%
BWM
618
Baystate Wealth Management
Massachusetts
$1K +$1K +14 New
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +15 New
Walleye Capital
620
Walleye Capital
New York
$417 +$417 +6,693 New
SWM
621
Sugarloaf Wealth Management
Georgia
$126 -$24 -387 -16%
BBHC
622
Brown Brothers Harriman & Co
New York
$23 +$4 +58 +18%
MSE
623
MUFG Securities EMEA
United Kingdom
– -$14M -279,000 Closed
Capital Fund Management (CFM)
624
Capital Fund Management (CFM)
France
– -$5.2M -103,260 Closed
Renaissance Technologies
625
Renaissance Technologies
New York
– -$5.04M -100,157 Closed
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