Lincoln National
586 hedge funds and large institutions have $12.4B invested in Lincoln National in 2014 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 192 increasing their positions, 224 reducing their positions, and 33 closing their positions.
109% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 33
7% more capital invested
Capital invested by funds: $11.6B → $12.4B (+$810M)
5% more funds holding
Funds holding: 558 → 586 (+28)
0.06% less ownership
Funds ownership: 83.2% → 83.14% (-0.06%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
14% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 224
24% less call options, than puts
Call options by funds: $53.7M | Put options by funds: $70.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$152M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
+$64.3M |
| 3 |
SG Americas Securities
New York
|
+$56.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$54.3M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$244M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$74.2M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$35.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$30.6M |
| 5 |
FAM
Fred Alger Management
New York
|
-$30.1M |
LNC Hedge Fund Activity: Q4 2014 in Review
586 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2014, worth a combined $12.4B — up 7% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new LNC positions and 33 closed out — a net gain of 36 holders — while 192 added to existing stakes and 224 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $152M. The largest seller was AllianceBernstein, cutting an estimated $244M.
- 586 institutional investors held Lincoln National (LNC) as of Q4 2014, up from 558 in Q3 2014.
- Funds reported $12.4B of Lincoln National stock for Q4 2014, up 7% quarter-over-quarter.
- 69 funds opened new Lincoln National positions in Q4 2014 and 33 closed out, a net change of +36 holders.
- The largest Lincoln National buyer in Q4 2014 was Victory Capital Management, an estimated $152M added.
- The largest Lincoln National seller in Q4 2014 was AllianceBernstein, an estimated $244M sold.
Based on aggregated 13F filings for Q4 2014.