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Lincoln National

618 hedge funds and large institutions have $9.11B invested in Lincoln National in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 204 increasing their positions, 234 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $145M | Put options by funds: $97.8M

0.43% less ownership

Funds ownership: 76.95%76.52% (-0.43%)

0% less capital invested

Capital invested by funds: $9.15B → $9.11B (-$42M)

4% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 52

1% less funds holding

Funds holding: 626618 (-8)

13% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 234

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
618
Holders Change
-8
Holders Change %
-1.28%
% of All Funds
10.76%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
50
Increased
204
Reduced
234
Closed
52
Calls
$145M
Puts
$97.8M
Net Calls
+$46.8M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UA
151
Unison Advisors
District of Columbia
$4.21M +$28.1K +426 +0.6%
US Bancorp
152
US Bancorp
Minnesota
$4.18M -$210K -3,183 -5%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$4.14M -$310K -4,700 -7%
AB
154
Amalgamated Bank
New York
$4.12M +$3.63M +54,963 +520%
Retirement Systems of Alabama
155
Retirement Systems of Alabama
Alabama
$4.11M -$122K -1,844 -3%
NIPH
156
NN Investment Partners Holdings
Netherlands
$3.99M +$164K +2,485 +4%
Mitsubishi UFJ Asset Management
157
Mitsubishi UFJ Asset Management
Japan
$3.97M +$293K +4,440 +8%
Aviva
158
Aviva
United Kingdom
$3.92M -$117K -1,771 -3%
FAF
159
Fjarde Ap-fonden
Sweden
$3.88M +$620K +9,400 +18%
APCM
160
Arbiter Partners Capital Management
New York
$3.77M -$1.82M -27,610 -32%
Jacobs Levy Equity Management
161
Jacobs Levy Equity Management
New Jersey
$3.7M +$3.88M +58,810 New
PCM
162
Penn Capital Management
Pennsylvania
$3.5M -$70K -1,060 -2%
PI
163
Putnam Investments
Massachusetts
$3.45M -$605K -9,159 -14%
WC
164
Woodstock Corp
Massachusetts
$3.44M +$29.7K +450 +0.8%
Marshall Wace
165
Marshall Wace
United Kingdom
$3.33M -$12.3M -186,521 -78%
CSS
166
Cubist Systematic Strategies
Connecticut
$3.31M +$2.61M +39,577 +301%
KWM
167
Kingsview Wealth Management
Oregon
$3.3M +$1.54M +23,326 +83%
ASRS
168
Arizona State Retirement System
Arizona
$3.24M -$276K -4,179 -7%
TD Asset Management
169
TD Asset Management
Ontario, Canada
$3.23M +$9.7K +147 +0.3%
LS
170
Livforsakringsbolaget Skandia
Sweden
$3.23M +$323K +4,900 +11%
BC
171
Brookfield Corp
Ontario, Canada
$3.17M +$3.33M +50,481 New
AWMT
172
AAFMAA Wealth Management & Trust
North Carolina
$3.14M +$3.3M +50,000 New
Stifel Financial
173
Stifel Financial
Missouri
$3.1M -$115K -1,749 -3%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$3.09M -$444K -6,720 -12%
SOMRS
175
State of Michigan Retirement System
Michigan
$3.06M -$46.2K -700 -1%

LNC Hedge Fund Activity: Q2 2021 in Review

618 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2021, worth a combined $9.11B — down 0.46% from $9.15B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of LNC and 50 opened new positions — a net loss of 2 holders — while 234 trimmed existing stakes and 204 added.

The largest buyer was Nuveen, adding an estimated $45.4M. The largest seller was RR Partners, exiting entirely with an estimated $62.7M sold.

  • 618 institutional investors held Lincoln National (LNC) as of Q2 2021, down from 626 in Q1 2021.
  • Funds reported $9.11B of Lincoln National stock for Q2 2021, down 0.46% quarter-over-quarter.
  • 50 funds opened new Lincoln National positions in Q2 2021 and 52 closed out, a net change of -2 holders.
  • The largest Lincoln National buyer in Q2 2021 was Nuveen, an estimated $45.4M added.
  • The largest Lincoln National seller in Q2 2021 was RR Partners, an estimated $62.7M sold.

Based on aggregated 13F filings for Q2 2021.