Lincoln National
LNC
637 hedge funds and large institutions have $12.1B invested in Lincoln National in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 190 increasing their positions, 271 reducing their positions, and 52 closing their positions.
42% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 52
27% more call options, than puts
Call options by funds: $124M | Put options by funds: $97.3M
1% more funds holding
Funds holding: 629 → 637 (+8)
0.82% more ownership
Funds ownership: 81.32% → 82.14% (+0.82%)
2% less capital invested
Capital invested by funds: $12.3B → $12.1B (-$191M)
30% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 271
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.22B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$83.1M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$68.3M |
| 4 |
TA
Teachers Advisors
New York
|
+$67.6M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$65.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$164M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$139M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$81.5M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$81.5M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$54.4M |
LNC Hedge Fund Activity: Q1 2017 in Review
637 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2017, worth a combined $12.1B — down 1.6% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new LNC positions and 52 closed out — a net gain of 22 holders — while 190 added to existing stakes and 271 trimmed.
The largest buyer was BlackRock, adding an estimated $1.22B. The largest seller was Goldman Sachs, cutting an estimated $164M.
- 637 institutional investors held Lincoln National (LNC) as of Q1 2017, up from 629 in Q4 2016.
- Funds reported $12.1B of Lincoln National stock for Q1 2017, down 1.6% quarter-over-quarter.
- 74 funds opened new Lincoln National positions in Q1 2017 and 52 closed out, a net change of +22 holders.
- The largest Lincoln National buyer in Q1 2017 was BlackRock, an estimated $1.22B added.
- The largest Lincoln National seller in Q1 2017 was Goldman Sachs, an estimated $164M sold.
Based on aggregated 13F filings for Q1 2017.