Lincoln National
676 hedge funds and large institutions have $13.8B invested in Lincoln National in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 259 reducing their positions, and 37 closing their positions.
108% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 37
28% more call options, than puts
Call options by funds: $52.2M | Put options by funds: $40.7M
6% more funds holding
Funds holding: 639 → 676 (+37)
3% more capital invested
Capital invested by funds: $13.3B → $13.8B (+$465M)
0.1% more ownership
Funds ownership: 81.91% → 82.01% (+0.1%)
15% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 259
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$89.8M |
| 2 |
JP Morgan Chase
New York
|
+$89.4M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$48.2M |
| 4 |
Goldman Sachs
New York
|
+$47.4M |
| 5 |
Millennium Management
New York
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$96.4M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$79.2M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$73.6M |
| 4 |
TA
Teachers Advisors
New York
|
-$54.3M |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$44.3M |
LNC Hedge Fund Activity: Q4 2017 in Review
676 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2017, worth a combined $13.8B — up 3.5% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new LNC positions and 37 closed out — a net gain of 40 holders — while 219 added to existing stakes and 259 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $89.8M. The largest seller was Jupiter Investment Management, exiting entirely with an estimated $96.4M sold.
- 676 institutional investors held Lincoln National (LNC) as of Q4 2017, up from 639 in Q3 2017.
- Funds reported $13.8B of Lincoln National stock for Q4 2017, up 3.5% quarter-over-quarter.
- 77 funds opened new Lincoln National positions in Q4 2017 and 37 closed out, a net change of +40 holders.
- The largest Lincoln National buyer in Q4 2017 was Viking Global Investors, an estimated $89.8M added.
- The largest Lincoln National seller in Q4 2017 was Jupiter Investment Management, an estimated $96.4M sold.
Based on aggregated 13F filings for Q4 2017.