Lincoln National
563 hedge funds and large institutions have $5.61B invested in Lincoln National in 2020 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 171 increasing their positions, 221 reducing their positions, and 49 closing their positions.
98% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 49
37% more capital invested
Capital invested by funds: $4.09B → $5.61B (+$1.52B)
9% more funds holding
Funds holding: 518 → 563 (+45)
5% more call options, than puts
Call options by funds: $52.2M | Put options by funds: $49.5M
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.03% less ownership
Funds ownership: 79.2% → 79.17% (-0.03%)
23% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 221
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$154M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$61.5M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$41.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$35.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$56.1M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$42.2M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$36.6M |
| 4 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
-$29.2M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$26.4M |
LNC Hedge Fund Activity: Q2 2020 in Review
563 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2020, worth a combined $5.61B — up 37% from $4.09B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new LNC positions and 49 closed out — a net gain of 48 holders — while 171 added to existing stakes and 221 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $154M. The largest seller was Massachusetts Financial Services, cutting an estimated $56.1M.
- 563 institutional investors held Lincoln National (LNC) as of Q2 2020, up from 518 in Q1 2020.
- Funds reported $5.61B of Lincoln National stock for Q2 2020, up 37% quarter-over-quarter.
- 97 funds opened new Lincoln National positions in Q2 2020 and 49 closed out, a net change of +48 holders.
- The largest Lincoln National buyer in Q2 2020 was Dodge & Cox, an estimated $154M added.
- The largest Lincoln National seller in Q2 2020 was Massachusetts Financial Services, an estimated $56.1M sold.
Based on aggregated 13F filings for Q2 2020.