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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$25.8M +$3.16M +74,412 +17%
TAM
52
Todd Asset Management
Kentucky
$25.1M -$2.74M -64,345 -11%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$24.9M +$1.25M +29,301 +6%
Millennium Management
54
Millennium Management
New York
$23.6M -$12.4M -291,030 -38%
WCM
55
Wedge Capital Management
North Carolina
$22.7M -$6.12M -144,051 -24%
Truist Financial
56
Truist Financial
North Carolina
$22.7M -$3.66M -85,983 -16%
Citadel Advisors
57
Citadel Advisors
Florida
$22.7M -$20.3M -476,877 -51%
CWM
58
CIBC World Markets
New York
$22.6M +$16.4M +384,603 +603%
Wells Fargo
59
Wells Fargo
California
$21.8M +$3.89M +91,537 +27%
RCM
60
RNC Capital Management
California
$21.6M +$15.1M +355,492 +477%
PFC
61
Poplar Forest Capital
California
$21.3M -$4.14M -97,439 -19%
AG
62
Aperio Group
California
$19.8M -$1.28M -30,177 -7%
Voloridge Investment Management
63
Voloridge Investment Management
Florida
$19.6M -$14.6M -343,007 -47%
CS
64
Credit Suisse
Switzerland
$18.9M +$3.53M +83,076 +28%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$18.9M -$128K -3,022 -0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
66
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.6M +$15.7M +369,200 New
TRSOTSOK
67
Teachers Retirement System of the State of Kentucky
Kentucky
$17.4M -$2.3M -54,200 -14%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$17.4M -$462K -10,860 -3%
KeyBank National Association
69
KeyBank National Association
Ohio
$16.7M +$540K +12,707 +4%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$16.4M +$147K +3,465 +1%
Victory Capital Management
71
Victory Capital Management
Texas
$16.1M +$746K +17,556 +6%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$15.5M -$617K -14,521 -4%
WorldQuant Millennium Advisors
73
WorldQuant Millennium Advisors
New York
$14.9M +$2.33M +54,916 +23%
SCM
74
Snow Capital Management
Pennsylvania
$14.8M +$910K +21,399 +8%
MWNA
75
Marshall Wace North America
New York
$14.5M +$12.2M +287,728 New

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.