Lincoln National
639 hedge funds and large institutions have $13.3B invested in Lincoln National in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 207 increasing their positions, 269 reducing their positions, and 44 closing their positions.
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
8% more capital invested
Capital invested by funds: $12.3B → $13.3B (+$1B)
2% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 44
0.54% more ownership
Funds ownership: 81.37% → 81.91% (+0.54%)
1% less funds holding
Funds holding: 646 → 639 (-7)
16% less call options, than puts
Call options by funds: $38.6M | Put options by funds: $45.9M
23% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 269
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$70.2M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$65.5M |
| 3 |
Lazard Asset Management
New York
|
+$52.8M |
| 4 |
BlackRock
New York
|
+$52M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$44.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$116M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$73.1M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$40.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$40M |
| 5 |
Morgan Stanley
New York
|
-$37.7M |
LNC Hedge Fund Activity: Q3 2017 in Review
639 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2017, worth a combined $13.3B — up 8.1% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new LNC positions and 44 closed out — a net gain of 1 holder — while 207 added to existing stakes and 269 trimmed.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $70.2M. The largest seller was JP Morgan Chase, cutting an estimated $116M.
- 639 institutional investors held Lincoln National (LNC) as of Q3 2017, down from 646 in Q2 2017.
- Funds reported $13.3B of Lincoln National stock for Q3 2017, up 8.1% quarter-over-quarter.
- 45 funds opened new Lincoln National positions in Q3 2017 and 44 closed out, a net change of +1 holder.
- The largest Lincoln National buyer in Q3 2017 was Viking Global Investors, an estimated $70.2M added.
- The largest Lincoln National seller in Q3 2017 was JP Morgan Chase, an estimated $116M sold.
Based on aggregated 13F filings for Q3 2017.