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Lincoln National
LNC

Overview Fund Activity

539 hedge funds and large institutions have $11.9B invested in Lincoln National in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 259 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+20
Holders Change %
+3.85%
% of All Funds
15.65%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.49%
New
59
Increased
146
Reduced
259
Closed
35
Calls
$89.6M
Puts
$130M
Net Calls
-$40.4M
Net Calls Change
-$27.5M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$388M
2
Goldman Sachs
2
Goldman Sachs
New York
$407M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$82.5M
4
DCM
4
Discovery Capital Management
Connecticut
$49.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$52.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$261M
2
MCM
2
Munder Capital Management
Michigan
$159M
3
Ameriprise
3
Ameriprise
Minnesota
$138M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$15.5M
5
SFM
5
Systematic Financial Management
New Jersey
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
CEP
76
Chicago Equity Partners
Illinois
$28.7M +$1.41M +27,225 +5%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$28.7M -$976K -18,909 -3%
US Bancorp
78
US Bancorp
Minnesota
$27.9M +$1.27M +24,674 +5%
AIM
79
Assured Investment Management
New York
$27.4M – – –
AQR Capital Management
80
AQR Capital Management
Connecticut
$27.3M -$16.6M -322,061 -38%
DIA
81
Dana Investment Advisors
Wisconsin
$27.3M -$353K -6,845 -1%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$26.9M -$6.27M -121,523 -19%
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$26.7M -$7.13M -138,080 -21%
Barclays
84
Barclays
United Kingdom
$26.6M +$8.21M +161,048 +45%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$26.1M -$169K -3,266 -0.6%
SM
86
Seminole Management
New York
$25.7M -$28.2M -547,200 -52%
NTCOC
87
Northern Trust Company of Connecticut
Connecticut
$25.4M -$508K -9,841 -2%
MAA
88
Managed Account Advisors
New Jersey
$25.4M +$1.78M +34,511 +8%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$25.1M +$170K +3,300 +0.7%
Nuveen Asset Management
90
Nuveen Asset Management
Illinois
$24.3M -$4.08M -79,098 -14%
CCMH
91
Cornerstone Capital Management Holdings
New York
$23.4M -$2.08M -40,353 -8%
Two Sigma Investments
92
Two Sigma Investments
New York
$23.4M +$14M +271,036 +149%
KeyBank National Association
93
KeyBank National Association
Ohio
$21.8M +$75.5K +1,463 +0.3%
AII
94
AGF Investments Inc
Ontario, Canada
$21.6M -$8.08M -156,332 -27%
NFA
95
Nationwide Fund Advisors
Ohio
$21.2M +$5.71M +110,689 +37%
MCM
96
Moore Capital Management
New York
$20.6M +$11.6M +225,000 +129%
RCAMU
97
Rothschild & Co Asset Management US
Connecticut
$20M -$162K -3,136 -0.8%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$19.8M +$4.49M +86,943 +29%
MTB
99
Mizuho Trust & Banking
Japan
$19.6M +$533K +10,200 +3%
MLM
100
Mount Lucas Management
Pennsylvania
$19.6M -$573K -11,104 -3%
2 3
4
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