Lincoln National
561 hedge funds and large institutions have $7.32B invested in Lincoln National in 2016 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 175 increasing their positions, 233 reducing their positions, and 45 closing their positions.
20% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 45
1% more funds holding
Funds holding: 556 → 561 (+5)
4% less capital invested
Capital invested by funds: $7.65B → $7.32B (-$334M)
2.14% less ownership
Funds ownership: 81% → 78.86% (-2.1%)
19% less call options, than puts
Call options by funds: $32.2M | Put options by funds: $39.9M
25% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 233
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$152M |
| 2 |
LAM
Lyrical Asset Management
New York
|
+$148M |
| 3 |
O
OppenheimerFunds
New York
|
+$43.8M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$27.7M |
| 5 |
H
Hexavest
Montreal,
Quebec, Canada
|
+$26.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$122M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$88.8M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$75.8M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$48.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$47M |
LNC Hedge Fund Activity: Q2 2016 in Review
561 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2016, worth a combined $7.32B — down 4.4% from $7.65B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new LNC positions and 45 closed out — a net gain of 9 holders — while 175 added to existing stakes and 233 trimmed.
The largest buyer was Norges Bank, adding an estimated $152M. The largest seller was Goldman Sachs, cutting an estimated $122M.
- 561 institutional investors held Lincoln National (LNC) as of Q2 2016, up from 556 in Q1 2016.
- Funds reported $7.32B of Lincoln National stock for Q2 2016, down 4.4% quarter-over-quarter.
- 54 funds opened new Lincoln National positions in Q2 2016 and 45 closed out, a net change of +9 holders.
- The largest Lincoln National buyer in Q2 2016 was Norges Bank, an estimated $152M added.
- The largest Lincoln National seller in Q2 2016 was Goldman Sachs, an estimated $122M sold.
Based on aggregated 13F filings for Q2 2016.