Lincoln National
543 hedge funds and large institutions have $11.5B 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.
20% more call options, than puts
Call options by funds: $88.7M | Put options by funds: $73.9M
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 → $11.5B (+$62.9M)
0% more funds holding
Funds holding: 541 → 543 (+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: 13 → 10 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$88.2M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$74.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$55.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$24.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$114M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$73.7M |
| 3 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$55.5M |
| 4 |
Two Sigma Investments
New York
|
-$37.1M |
| 5 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
-$33.3M |
LNC Hedge Fund Activity: Q2 2014 in Review
543 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2014, worth a combined $11.5B — up 0.55% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new LNC positions and 36 closed out — a net gain of 7 holders — while 204 added to existing stakes and 194 trimmed.
The largest buyer was Norges Bank, adding an estimated $88.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $114M.
- 543 institutional investors held Lincoln National (LNC) as of Q2 2014, up from 541 in Q1 2014.
- Funds reported $11.5B of Lincoln National stock for Q2 2014, up 0.55% quarter-over-quarter.
- 43 funds opened new Lincoln National positions in Q2 2014 and 36 closed out, a net change of +7 holders.
- The largest Lincoln National buyer in Q2 2014 was Norges Bank, an estimated $88.2M added.
- The largest Lincoln National seller in Q2 2014 was Lord, Abbett & Co, an estimated $114M sold.
Based on aggregated 13F filings for Q2 2014.