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Lincoln National

519 hedge funds and large institutions have $9.79B invested in Lincoln National in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 215 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $8.37B → $9.79B (+$1.42B)

10% more funds holding

Funds holding: 473519 (+46)

2.82% more ownership

Funds ownership: 85.58%88.4% (+2.8%)

13% less call options, than puts

Call options by funds: $89.7M | Put options by funds: $103M

25% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 215

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
519
Holders Change
+46
Holders Change %
+9.73%
% of All Funds
16.83%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.29%
New
76
Increased
162
Reduced
215
Closed
26
Calls
$89.7M
Puts
$103M
Net Calls
-$12.9M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.5M -$3.95M -93,559 -27%
Canada Pension Plan Investment Board
127
Canada Pension Plan Investment Board
Ontario, Canada
$10.3M -$7.94M -188,194 -43%
First Trust Advisors
128
First Trust Advisors
Illinois
$9.87M -$515K -12,198 -5%
PRCM
129
Pine River Capital Management
Minnesota
$9.81M -$42.5M -1,005,764 -81%
ZA
130
Zweig Advisers
Connecticut
$9.78M -$844K -20,000 -8%
Calamos Advisors
131
Calamos Advisors
Illinois
$9.62M +$1.39M +33,000 +17%
BCIM
132
British Columbia Investment Management
British Columbia, Canada
$9.45M -$2.74M -64,937 -22%
Millennium Management
133
Millennium Management
New York
$9.33M -$5.04M -119,431 -35%
ACI
134
AMP Capital Investors
Australia
$9.29M +$3.73M +88,406 +67%
CIC
135
Cornercap Investment Counsel
Georgia
$9.26M -$1.43M -33,880 -13%
AFG
136
American Financial Group
Ohio
$9.24M
Truist Financial
137
Truist Financial
North Carolina
$9.1M -$438K -10,380 -5%
OAM
138
Origin Asset Management
United Kingdom
$9.07M +$9.12M +216,000 New
FCBT
139
First Citizens Bank & Trust
North Carolina
$8.93M +$676K +16,008 +8%
Los Angeles Capital Management
140
Los Angeles Capital Management
California
$8.93M +$1.32M +31,334 +17%
USAA
141
United Services Automobile Association
Texas
$8.79M -$167K -3,950 -2%
CF
142
CNA Financial
Illinois
$8.52M
VRS
143
Virginia Retirement Systems
Virginia
$8.23M -$251K -5,940 -3%
PI
144
PGGM Investments
Netherlands
$8.2M +$223K +5,284 +3%
SG Americas Securities
145
SG Americas Securities
New York
$8.14M +$1.89M +44,690 +30%
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$8.05M +$270K +6,396 +3%
HEIP
147
Hudson Edge Investment Partners
New Jersey
$7.95M -$203K -4,800 -2%
Citigroup
148
Citigroup
New York
$7.93M -$536K -12,701 -6%
CCIA
149
Campbell & Co Investment Adviser
Maryland
$7.75M +$7.79M +184,604 New
Caisse de Depot et Placement du Quebec (CDPQ)
150
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.73M -$1.48M -35,100 -16%