Lincoln National
635 hedge funds and large institutions have $8.67B invested in Lincoln National in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 203 increasing their positions, 227 reducing their positions, and 106 closing their positions.
64% more call options, than puts
Call options by funds: $106M | Put options by funds: $64.8M
0.65% less ownership
Funds ownership: 81.28% → 80.63% (-0.65%)
4% less funds holding
Funds holding: 660 → 635 (-25)
11% less repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 227
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
19% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 106
27% less capital invested
Capital invested by funds: $11.9B → $8.67B (-$3.25B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Teachers Advisors
New York
|
+$45M |
| 2 |
Millennium Management
New York
|
+$42.9M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$42.2M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$42M |
| 5 |
Man Group
London,
United Kingdom
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$224M |
| 2 |
JP Morgan Chase
New York
|
-$70.1M |
| 3 |
Neuberger Berman Group
New York
|
-$57.3M |
| 4 |
H
Hexavest
Montreal,
Quebec, Canada
|
-$40.3M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$39.4M |
LNC Hedge Fund Activity: Q4 2018 in Review
635 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2018, worth a combined $8.67B — down 27% from $11.9B a quarter earlier.
Sellers outnumbered buyers: 106 funds closed out of LNC and 86 opened new positions — a net loss of 20 holders — while 227 trimmed existing stakes and 203 added.
The largest buyer was Teachers Advisors, adding an estimated $45M. The largest seller was Viking Global Investors, exiting entirely with an estimated $224M sold.
- 635 institutional investors held Lincoln National (LNC) as of Q4 2018, down from 660 in Q3 2018.
- Funds reported $8.67B of Lincoln National stock for Q4 2018, down 27% quarter-over-quarter.
- 86 funds opened new Lincoln National positions in Q4 2018 and 106 closed out, a net change of -20 holders.
- The largest Lincoln National buyer in Q4 2018 was Teachers Advisors, an estimated $45M added.
- The largest Lincoln National seller in Q4 2018 was Viking Global Investors, an estimated $224M sold.
Based on aggregated 13F filings for Q4 2018.