Lincoln National
628 hedge funds and large institutions have $9.14B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 195 increasing their positions, 225 reducing their positions, and 69 closing their positions.
83% more call options, than puts
Call options by funds: $155M | Put options by funds: $84.7M
21% more capital invested
Capital invested by funds: $7.59B → $9.14B (+$1.56B)
12% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 69
0% more funds holding
Funds holding: 626 → 628 (+2)
1.51% less ownership
Funds ownership: 78.32% → 76.81% (-1.5%)
13% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 225
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$120M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$42.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$28.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$27.8M |
| 5 |
State Street
Boston,
Massachusetts
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$68.7M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$63.4M |
| 3 |
Man Group
London,
United Kingdom
|
-$40.1M |
| 4 |
MCM
Moore Capital Management
New York
|
-$33.8M |
| 5 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
-$30.4M |
LNC Hedge Fund Activity: Q1 2021 in Review
628 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2021, worth a combined $9.14B — up 21% from $7.59B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new LNC positions and 69 closed out — a net gain of 8 holders — while 195 added to existing stakes and 225 trimmed.
The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $120M. The largest seller was Nordea Investment Management, cutting an estimated $68.7M.
- 628 institutional investors held Lincoln National (LNC) as of Q1 2021, up from 626 in Q4 2020.
- Funds reported $9.14B of Lincoln National stock for Q1 2021, up 21% quarter-over-quarter.
- 77 funds opened new Lincoln National positions in Q1 2021 and 69 closed out, a net change of +8 holders.
- The largest Lincoln National buyer in Q1 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $120M added.
- The largest Lincoln National seller in Q1 2021 was Nordea Investment Management, an estimated $68.7M sold.
Based on aggregated 13F filings for Q1 2021.