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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
EC
76
EJF Capital
Virginia
$14.4M +$12.1M +285,717 New
Russell Investments Group
77
Russell Investments Group
United Kingdom
$14.3M -$1.46M -34,425 -11%
WPC
78
Waters Parkerson & Co
Louisiana
$14.3M +$102K +2,392 +0.8%
MSE
79
MUFG Securities EMEA
United Kingdom
$14M +$7.57M +178,000 +176%
PI
80
Putnam Investments
Massachusetts
$13.8M -$7.93M -186,592 -40%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$13.7M -$1.49M -34,999 -11%
AllianceBernstein
82
AllianceBernstein
Tennessee
$13.7M -$1.21M -28,418 -9%
SAM
83
Storebrand Asset Management
Norway
$13.5M +$15.1K +355 +0.1%
Prudential Financial
84
Prudential Financial
New Jersey
$13.5M -$32M -752,611 -74%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$13.4M -$133K -3,125 -1%
Impax Asset Management Group
86
Impax Asset Management Group
United Kingdom
$13.3M +$11.3M +265,210 New
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$13.2M +$411K +9,675 +4%
CIP
88
Chartwell Investment Partners
Pennsylvania
$12.9M +$3.13M +73,512 +40%
ACM
89
Advisors Capital Management
New Jersey
$12.7M -$273K -6,420 -2%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$12.3M -$3.36M -79,100 -24%
Principal Financial Group
91
Principal Financial Group
Iowa
$12.1M -$780K -18,341 -7%
APCM
92
Arbiter Partners Capital Management
New York
$11.8M -$425K -10,000 -4%
Citigroup
93
Citigroup
New York
$11.8M +$70.4K +1,655 +0.7%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$11M +$385K +9,062 +4%
Marshall Wace
95
Marshall Wace
United Kingdom
$10.8M +$9.12M +214,432 New
BGIM
96
Brandywine Global Investment Management
Pennsylvania
$10.4M +$8.83M +207,722 New
Adage Capital Partners
97
Adage Capital Partners
Massachusetts
$10M +$1.37M +32,200 +19%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$9.52M -$710K -16,702 -8%
VRS
99
Virginia Retirement Systems
Virginia
$9.47M -$149K -3,500 -2%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.45M +$28.6K +673 +0.4%

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.