Lincoln National
620 hedge funds and large institutions have $9.47B invested in Lincoln National in 2019 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 189 increasing their positions, 226 reducing their positions, and 66 closing their positions.
12% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 66
0.19% more ownership
Funds ownership: 80.71% → 80.9% (+0.19%)
3% less capital invested
Capital invested by funds: $9.74B → $9.47B (-$278M)
1% less funds holding
Funds holding: 627 → 620 (-7)
16% less call options, than puts
Call options by funds: $57.8M | Put options by funds: $69M
16% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 226
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$96.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$71.4M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
+$43.1M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$39.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$36.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$63.5M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$52.5M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$47.9M |
| 4 |
Man Group
London,
United Kingdom
|
-$46.1M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$23.3M |
LNC Hedge Fund Activity: Q4 2019 in Review
620 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2019, worth a combined $9.47B — down 2.8% from $9.74B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new LNC positions and 66 closed out — a net gain of 8 holders — while 189 added to existing stakes and 226 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $96.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $63.5M.
- 620 institutional investors held Lincoln National (LNC) as of Q4 2019, down from 627 in Q3 2019.
- Funds reported $9.47B of Lincoln National stock for Q4 2019, down 2.8% quarter-over-quarter.
- 74 funds opened new Lincoln National positions in Q4 2019 and 66 closed out, a net change of +8 holders.
- The largest Lincoln National buyer in Q4 2019 was Citadel Advisors, an estimated $96.6M added.
- The largest Lincoln National seller in Q4 2019 was Schroder Investment Management Group, an estimated $63.5M sold.
Based on aggregated 13F filings for Q4 2019.