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Lincoln National

543 hedge funds and large institutions have $11.6B invested in Lincoln National in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 204 increasing their positions, 194 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $88.2M | Put options by funds: $73.6M

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

5% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 194

1% more capital invested

Capital invested by funds: $11.5B → $11.6B (+$88.9M)

0% more funds holding

Funds holding: 541543 (+2)

0.87% less ownership

Funds ownership: 85.98%85.11% (-0.87%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
543
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.61%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
43
Increased
204
Reduced
194
Closed
36
Calls
$88.2M
Puts
$73.6M
Net Calls
+$14.6M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
126
Credit Agricole
France
$12.3M -$13.1M -264,345 -52%
BII
127
Baring International Investment
United Kingdom
$12.2M -$3.98M -80,610 -25%
Arrowstreet Capital
128
Arrowstreet Capital
Massachusetts
$12.2M -$15.2M -306,830 -56%
RCM
129
Riverhead Capital Management
Delaware
$11.7M -$1.45M -29,284 -11%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$11.5M -$372K -7,531 -3%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.3M +$172K +3,483 +2%
ZA
132
Zweig Advisers
Connecticut
$11.2M
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$11M +$484K +9,794 +5%
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$10.7M -$925K -18,709 -8%
PI
135
PGGM Investments
Netherlands
$10.3M +$368K +7,441 +4%
CIC
136
Cornercap Investment Counsel
Georgia
$10.1M +$36.4K +736 +0.4%
ACI
137
AMP Capital Investors
Australia
$10M -$2.77M -56,127 -22%
CF
138
CNA Financial
Illinois
$10M
CIA
139
CCM Investment Advisers
South Carolina
$9.84M +$4.45M +90,106 +89%
Chevy Chase Trust
140
Chevy Chase Trust
Maryland
$9.76M -$206K -4,177 -2%
KCM
141
Kennedy Capital Management
Missouri
$9.52M +$9.15M +185,137 New
FCBT
142
First Citizens Bank & Trust
North Carolina
$9.37M -$214K -4,332 -2%
HEIP
143
Hudson Edge Investment Partners
New Jersey
$9.3M +$62.3K +1,260 +0.7%
BCIM
144
British Columbia Investment Management
British Columbia, Canada
$9.24M -$693K -14,027 -7%
LI
145
LMCG Investments
Massachusetts
$9.24M -$1.52M -30,727 -15%
Citadel Advisors
146
Citadel Advisors
Florida
$9.21M +$6.42M +130,008 +266%
ECA
147
Endeavour Capital Advisors
Connecticut
$8.92M -$6.03M -122,090 -41%
Citigroup
148
Citigroup
New York
$8.87M +$1.8M +36,457 +27%
GT
149
Glenmede Trust
Pennsylvania
$8.77M -$196K -3,974 -2%
UB
150
UMB Bank
Missouri
$8.27M -$529K -10,700 -6%