Lincoln National
618 hedge funds and large institutions have $9.1B invested in Lincoln National in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 206 increasing their positions, 233 reducing their positions, and 53 closing their positions.
48% more call options, than puts
Call options by funds: $145M | Put options by funds: $97.8M
0.42% less ownership
Funds ownership: 76.81% → 76.39% (-0.42%)
0% less capital invested
Capital invested by funds: $9.14B → $9.1B (-$41.7M)
8% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 53
2% less funds holding
Funds holding: 628 → 618 (-10)
12% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 233
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$45.4M |
| 2 |
Korea Investment Corp
Seoul,
South Korea
|
+$27.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$27.1M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
+$24.3M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
RR Partners
New York
|
-$62.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$51.1M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$31.2M |
| 4 |
LAM
Lyrical Asset Management
New York
|
-$23.9M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$23.2M |
LNC Hedge Fund Activity: Q2 2021 in Review
618 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2021, worth a combined $9.1B — down 0.46% from $9.14B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of LNC and 49 opened new positions — a net loss of 4 holders — while 233 trimmed existing stakes and 206 added.
The largest buyer was Nuveen, adding an estimated $45.4M. The largest seller was RR Partners, exiting entirely with an estimated $62.7M sold.
- 618 institutional investors held Lincoln National (LNC) as of Q2 2021, down from 628 in Q1 2021.
- Funds reported $9.1B of Lincoln National stock for Q2 2021, down 0.46% quarter-over-quarter.
- 49 funds opened new Lincoln National positions in Q2 2021 and 53 closed out, a net change of -4 holders.
- The largest Lincoln National buyer in Q2 2021 was Nuveen, an estimated $45.4M added.
- The largest Lincoln National seller in Q2 2021 was RR Partners, an estimated $62.7M sold.
Based on aggregated 13F filings for Q2 2021.