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Lincoln National
LNC

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: 473 → 519 (+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: 13 → 9 (-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

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$199M
2
Goldman Sachs
Goldman Sachs
New York
+$165M
3
FAM
Fred Alger Management
New York
+$56.5M
4
Ameriprise
Ameriprise
Minnesota
+$50.8M
5
Deutsche Bank
Deutsche Bank
Germany
+$35.9M

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
-$83.4M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$59.2M
3
PP
Prudential plc
United Kingdom
-$48.1M
4
O
OppenheimerFunds
New York
-$44.2M
5
PRCM
Pine River Capital Management
Minnesota
-$42.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
151
Two Sigma Investments
New York
$7.65M +$1.16M +27,370 +18%
BCM
152
Bridgeway Capital Management
Texas
$7.53M +$7.57M +179,400 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$7.42M +$5.84M +138,375 +362%
Royal Bank of Canada
154
Royal Bank of Canada
Ontario, Canada
$7.35M +$853K +20,204 +13%
MCM
155
Moore Capital Management
New York
$7.35M +$7.39M +175,000 New
AIG
156
American International Group
New York
$7.3M +$394K +9,336 +6%
CBOA
157
Commonwealth Bank of Australia
Australia
$7.21M +$4.14M +98,120 +133%
MLICM
158
Metropolitan Life Insurance Company (MetLife)
New York
$7.03M -$138K -3,274 -2%
Lazard Asset Management
159
Lazard Asset Management
New York
$6.92M +$4M +94,675 +135%
LCP
160
Lombardia Capital Partners
California
$6.8M -$2.65M -62,867 -28%
TD Asset Management
161
TD Asset Management
Ontario, Canada
$6.79M -$266K -6,300 -4%
JIM
162
Jupiter Investment Management
United Kingdom
$6.79M +$526K +12,454 +8%
CFG
163
Cambridge Financial Group
Ohio
$6.77M -$607K -14,390 -8%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$6.69M +$4.78M +113,222 +246%
GT
165
Glenmede Trust
Pennsylvania
$6.5M +$895K +21,195 +16%
HW
166
Hancock Whitney
Mississippi
$6.39M -$783K -18,538 -11%
PAMU
167
Pictet Asset Management (UK)
United Kingdom
$6.32M +$139K +3,300 +2%
TAM
168
Todd Asset Management
Kentucky
$6.11M +$3.52M +83,500 +135%
TAM
169
Trillium Asset Management
Massachusetts
$6.03M -$1.93M -45,758 -24%
Comerica Bank
170
Comerica Bank
Texas
$5.75M -$807K -19,119 -12%
Citadel Advisors
171
Citadel Advisors
Florida
$5.66M -$38M -899,325 -87%
TPSF
172
Texas Permanent School Fund
Texas
$5.53M -$260K -6,159 -4%
TG
173
TCW Group
California
$5.49M -$44.3K -1,050 -0.8%
PP
174
PDT Partners
New York
$5.47M +$5.5M +130,213 New
BTS
175
BB&T Securities
Virginia
$5.46M +$195K +4,618 +55%
5 6
7
8 9

LNC Hedge Fund Activity: Q3 2013 in Review

519 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2013, worth a combined $9.79B — up 17% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new LNC positions and 26 closed out — a net gain of 50 holders — while 162 added to existing stakes and 215 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $199M. The largest seller was Systematic Financial Management, cutting an estimated $83.4M.

  • 519 institutional investors held Lincoln National (LNC) as of Q3 2013, up from 473 in Q2 2013.
  • Funds reported $9.79B of Lincoln National stock for Q3 2013, up 17% quarter-over-quarter.
  • 76 funds opened new Lincoln National positions in Q3 2013 and 26 closed out, a net change of +50 holders.
  • The largest Lincoln National buyer in Q3 2013 was AllianceBernstein, an estimated $199M added.
  • The largest Lincoln National seller in Q3 2013 was Systematic Financial Management, an estimated $83.4M sold.

Based on aggregated 13F filings for Q3 2013.