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Lincoln National
LNC

Overview Fund Activity

670 hedge funds and large institutions have $11.2B invested in Lincoln National in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 223 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
-14
Holders Change %
-2.05%
% of All Funds
15.36%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
63
Increased
223
Reduced
250
Closed
69
Calls
$49.5M
Puts
$45M
Net Calls
+$4.45M
Net Calls Change
+$3.79M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$160M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$100M
3
CC
Carlson Capital
Texas
+$50.8M
4
Millennium Management
Millennium Management
New York
+$48.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$44.6M

Top Sellers

1
BCM
Bridgeway Capital Management
Texas
-$62.2M
2
ACM
Argent Capital Management
Missouri
-$55.7M
3
CIP
Cornerstone Investment Partners
Georgia
-$45.5M
4
GC
Guggenheim Capital
Illinois
-$38M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
651
Washington Trust Bank
Washington
$4K -$2.29K -40 -36%
BWM
652
Baystate Wealth Management
Massachusetts
$4K – – –
FMII
653
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
CMBA
654
C.M. Bidwell & Associates
Hawaii
$4K – – –
TFS
655
TrustCore Financial Services
Tennessee
$4K +$4K +72 New
SFSIG
656
San Francisco Sentry Investment Group
California
$3K – – –
CB
657
Community Bank
New York
$3K – – –
QAM
658
QCI Asset Management
New York
$2K – – –
SWMG
659
Signature Wealth Management Group
Georgia
$2K – – –
FPFS
660
First Personal Financial Services
North Carolina
$1K -$61.1K -917 -98%
GWS
661
Glassman Wealth Services
Virginia
$1K -$444 -4 -31%
CAM
662
ClariVest Asset Management
California
$1K – – –
AAM
663
Advisors Asset Management
Colorado
$1K – – –
LWA
664
Lenox Wealth Advisors
New York
$1K +$1K +13 New
NIM
665
NuWave Investment Management
New Jersey
$1K +$1K +24 New
AIL
666
AGF Investments LLC
Ontario, Canada
$5 +$5 +82 New
BCM
667
Bridgeway Capital Management
Texas
– -$62.2M -851,850 Closed
CIP
668
Cornerstone Investment Partners
Georgia
– -$45.5M -622,924 Closed
CCMG
669
Clark Capital Management Group
Pennsylvania
– -$23M -314,389 Closed
AIM
670
Artemis Investment Management
United Kingdom
– -$16.3M -223,200 Closed
Fidelity International
671
Fidelity International
Bermuda
– -$15M -204,629 Closed
SM
672
Seminole Management
New York
– -$13.3M -181,780 Closed
AT
673
AMF Tjänstepension
Sweden
– -$10.5M -143,618 Closed
OAM
674
Origin Asset Management
United Kingdom
– -$9.81M -134,300 Closed
BCM
675
Buckhead Capital Management
Georgia
– -$8.77M -120,000 Closed
25 26
27
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