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Lincoln National
LNC

Overview Fund Activity

585 hedge funds and large institutions have $12.4B invested in Lincoln National in 2014 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 192 increasing their positions, 224 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+28
Holders Change %
+5.03%
% of All Funds
15.61%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
69
Increased
192
Reduced
224
Closed
33
Calls
$53.7M
Puts
$70.4M
Net Calls
-$16.7M
Net Calls Change
-$19.6M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$161M
2
SI
Scout Investments
Missouri
+$68.2M
3
SG Americas Securities
SG Americas Securities
New York
+$59.9M
4
Ameriprise
Ameriprise
Minnesota
+$57.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.4M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$259M
2
Deutsche Bank
Deutsche Bank
Germany
-$78.6M
3
WG
Winton Group
United Kingdom
-$37.5M
4
Invesco
Invesco
Georgia
-$32.4M
5
FAM
Fred Alger Management
New York
-$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
51
Poplar Forest Capital
California
$54.3M +$4.26M +73,819 +9%
CEP
52
Chicago Equity Partners
Illinois
$53.3M -$6.03M -104,480 -10%
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$53M +$2.31M +40,021 +5%
Federated Hermes
54
Federated Hermes
Pennsylvania
$48.9M -$2.74M -47,525 -5%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$48.2M +$2.08M +40,300 +5%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$48M +$15.6M +270,403 +48%
PPA
57
Parametric Portfolio Associates
Washington
$47M -$4.38M -76,029 -9%
GE
58
General Electric
Ohio
$46.9M +$43.6M +755,798 +1,329%
Prudential Financial
59
Prudential Financial
New Jersey
$46.6M +$7.21M +125,100 +18%
Morgan Stanley
60
Morgan Stanley
New York
$45.9M +$7.95M +137,924 +21%
GC
61
Guggenheim Capital
Illinois
$44.3M +$18.4M +319,788 +71%
DIA
62
Dana Investment Advisors
Wisconsin
$42.8M +$9.68M +167,862 +29%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$42.2M +$4.67M +79,777 +12%
JIM
64
Jupiter Investment Management
United Kingdom
$40.8M +$8M +138,712 +24%
Deutsche Bank
65
Deutsche Bank
Germany
$38.6M -$78.6M -1,363,662 -67%
Principal Financial Group
66
Principal Financial Group
Iowa
$38.2M -$18.6M -322,308 -33%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$37.8M -$2.61M -45,272 -6%
AQR Capital Management
68
AQR Capital Management
Connecticut
$37.6M +$14.7M +254,311 +64%
BlackRock
69
BlackRock
New York
$36.6M +$453K +7,862 +1%
TRSOTSOK
70
Teachers Retirement System of the State of Kentucky
Kentucky
$36.4M -$115K -2,000 -0.3%
TAM
71
Todd Asset Management
Kentucky
$35.5M -$73.8K -1,280 -0.2%
Charles Schwab
72
Charles Schwab
California
$35.1M +$1.28M +22,190 +4%
BAPIM
73
British Airways Pensions Investment Management
United Kingdom
$34M +$34M +589,200 New
JFL
74
Jarislowsky, Fraser Ltd
Quebec, Canada
$34M -$1.3M -22,516 -4%
MAA
75
Managed Account Advisors
New Jersey
$33.4M +$2.51M +43,440 +8%
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