Lincoln National
686 hedge funds and large institutions have $13.1B invested in Lincoln National in 2018 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 296 reducing their positions, and 52 closing their positions.
31% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 52
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
1% more funds holding
Funds holding: 676 → 686 (+10)
1% more call options, than puts
Call options by funds: $48M | Put options by funds: $47.3M
0.42% more ownership
Funds ownership: 82.01% → 82.43% (+0.42%)
5% less capital invested
Capital invested by funds: $13.8B → $13.1B (-$660M)
37% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 296
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$218M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$58M |
| 3 |
Bank of New York Mellon
New York
|
+$35M |
| 4 |
BTP
Bloom Tree Partners
New York
|
+$34.2M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$60.1M |
| 2 |
State Street
Boston,
Massachusetts
|
-$51.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$48.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$44.6M |
| 5 |
RP
RR Partners
New York
|
-$25M |
LNC Hedge Fund Activity: Q1 2018 in Review
686 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2018, worth a combined $13.1B — down 4.8% from $13.8B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new LNC positions and 52 closed out — a net gain of 16 holders — while 187 added to existing stakes and 296 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $218M. The largest seller was Lazard Asset Management, cutting an estimated $60.1M.
- 686 institutional investors held Lincoln National (LNC) as of Q1 2018, up from 676 in Q4 2017.
- Funds reported $13.1B of Lincoln National stock for Q1 2018, down 4.8% quarter-over-quarter.
- 68 funds opened new Lincoln National positions in Q1 2018 and 52 closed out, a net change of +16 holders.
- The largest Lincoln National buyer in Q1 2018 was JP Morgan Chase, an estimated $218M added.
- The largest Lincoln National seller in Q1 2018 was Lazard Asset Management, an estimated $60.1M sold.
Based on aggregated 13F filings for Q1 2018.