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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Altavista Wealth Management
North Carolina
$2.04M
CC
202
Cipher Capital
New York
$2.02M -$321K -7,546 -16%
LS
203
Livforsakringsbolaget Skandia
Sweden
$1.99M
Osaic Holdings
204
Osaic Holdings
Arizona
$1.97M +$187K +4,389 +13%
CCG
205
Ceeto Capital Group
Florida
$1.96M -$170K -4,000 -9%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$1.96M +$174K +4,095 +12%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$1.96M +$156K +3,672 +10%
Wolverine Trading
208
Wolverine Trading
Illinois
$1.96M +$779K +18,323 +87%
URS
209
Utah Retirement Systems
Utah
$1.94M +$68K +1,600 +4%
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$1.94M -$180K -4,228 -10%
QT
211
Quantbot Technologies
New York
$1.93M +$505K +11,872 +45%
AP
212
Advisor Partners
California
$1.93M -$46.7K -1,098 -3%
NVIM
213
New Vernon Investment Management
Illinois
$1.92M +$1.62M +38,186 New
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$1.9M +$1.13M +26,544 +237%
GC
215
Guggenheim Capital
Illinois
$1.89M +$162K +3,804 +11%
Handelsbanken Fonder
216
Handelsbanken Fonder
Sweden
$1.89M -$492K -11,579 -24%
SG Americas Securities
217
SG Americas Securities
New York
$1.86M -$5.12M -120,406 -77%
DDPIC
218
Deroy & Devereaux Private Investment Counsel
Michigan
$1.81M -$12.8K -300 -0.8%
VAS
219
Vestmark Advisory Solutions
Massachusetts
$1.77M -$204K -4,792 -12%
MOACM
220
Mutual of America Capital Management
New York
$1.76M -$24.5K -577 -2%
BCM
221
Birmingham Capital Management
Alabama
$1.74M
Bessemer Group
222
Bessemer Group
New Jersey
$1.71M +$338K +7,950 +30%
ProShare Advisors
223
ProShare Advisors
Maryland
$1.71M +$101K +2,367 +7%
CA
224
Capitolis Advisors
New York
$1.66M +$1.4M +32,979 New
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$1.64M -$36.8K -866 -3%

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.