Lincoln National
558 hedge funds and large institutions have $11.6B invested in Lincoln National in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 177 increasing their positions, 232 reducing their positions, and 26 closing their positions.
81% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 26
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
3% more funds holding
Funds holding: 543 → 558 (+15)
4% more call options, than puts
Call options by funds: $72.9M | Put options by funds: $69.9M
1% more capital invested
Capital invested by funds: $11.5B → $11.6B (+$90.6M)
1.91% less ownership
Funds ownership: 85.11% → 83.2% (-1.9%)
24% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 232
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$60.3M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$31.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.6M |
| 4 |
GL
GLG LLC
New York
|
+$13.4M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$185M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$60.3M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$53.4M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$51M |
| 5 |
JP Morgan Chase
New York
|
-$34.5M |
LNC Hedge Fund Activity: Q3 2014 in Review
558 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2014, worth a combined $11.6B — up 0.78% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new LNC positions and 26 closed out — a net gain of 21 holders — while 177 added to existing stakes and 232 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $60.3M. The largest seller was AllianceBernstein, cutting an estimated $185M.
- 558 institutional investors held Lincoln National (LNC) as of Q3 2014, up from 543 in Q2 2014.
- Funds reported $11.6B of Lincoln National stock for Q3 2014, up 0.78% quarter-over-quarter.
- 47 funds opened new Lincoln National positions in Q3 2014 and 26 closed out, a net change of +21 holders.
- The largest Lincoln National buyer in Q3 2014 was Arrowstreet Capital, an estimated $60.3M added.
- The largest Lincoln National seller in Q3 2014 was AllianceBernstein, an estimated $185M sold.
Based on aggregated 13F filings for Q3 2014.