Lincoln National
646 hedge funds and large institutions have $12.3B invested in Lincoln National in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 214 increasing their positions, 262 reducing their positions, and 47 closing their positions.
34% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 47
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
1% more funds holding
Funds holding: 637 → 646 (+9)
2% more capital invested
Capital invested by funds: $12.1B → $12.3B (+$213M)
0.74% less ownership
Funds ownership: 82.11% → 81.37% (-0.74%)
7% less call options, than puts
Call options by funds: $75.7M | Put options by funds: $81.4M
18% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 262
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$77.2M |
| 2 |
JP Morgan Chase
New York
|
+$56.7M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$56.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.6M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$49.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$81.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$80.4M |
| 3 |
Goldman Sachs
New York
|
-$79.2M |
| 4 |
Morgan Stanley
New York
|
-$55.6M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$50.6M |
LNC Hedge Fund Activity: Q2 2017 in Review
646 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2017, worth a combined $12.3B — up 1.8% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new LNC positions and 47 closed out — a net gain of 16 holders — while 214 added to existing stakes and 262 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $77.2M. The largest seller was AQR Capital Management, cutting an estimated $81.6M.
- 646 institutional investors held Lincoln National (LNC) as of Q2 2017, up from 637 in Q1 2017.
- Funds reported $12.3B of Lincoln National stock for Q2 2017, up 1.8% quarter-over-quarter.
- 63 funds opened new Lincoln National positions in Q2 2017 and 47 closed out, a net change of +16 holders.
- The largest Lincoln National buyer in Q2 2017 was Janus Henderson Group, an estimated $77.2M added.
- The largest Lincoln National seller in Q2 2017 was AQR Capital Management, an estimated $81.6M sold.
Based on aggregated 13F filings for Q2 2017.