Lincoln National
673 hedge funds and large institutions have $9.07B invested in Lincoln National in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 183 increasing their positions, 253 reducing their positions, and 56 closing their positions.
82% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 56
6% more funds holding
Funds holding: 633 → 673 (+40)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
3% less call options, than puts
Call options by funds: $94.7M | Put options by funds: $98.1M
1.34% less ownership
Funds ownership: 75.46% → 74.12% (-1.3%)
7% less capital invested
Capital invested by funds: $9.72B → $9.07B (-$654M)
28% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 253
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$21.1M |
| 2 |
Bank of New York Mellon
New York
|
+$16.4M |
| 3 |
Amundi
Paris,
France
|
+$13.3M |
| 4 |
Goldman Sachs
New York
|
+$10.9M |
| 5 |
JP Morgan Chase
New York
|
+$8.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$81.1M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$67.9M |
| 3 |
BlackRock
New York
|
-$62M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$44.9M |
| 5 |
Neuberger Berman Group
New York
|
-$41.7M |
LNC Hedge Fund Activity: Q4 2021 in Review
673 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2021, worth a combined $9.07B — down 6.7% from $9.72B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new LNC positions and 56 closed out — a net gain of 46 holders — while 183 added to existing stakes and 253 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $21.1M. The largest seller was Arrowstreet Capital, cutting an estimated $81.1M.
- 673 institutional investors held Lincoln National (LNC) as of Q4 2021, up from 633 in Q3 2021.
- Funds reported $9.07B of Lincoln National stock for Q4 2021, down 6.7% quarter-over-quarter.
- 102 funds opened new Lincoln National positions in Q4 2021 and 56 closed out, a net change of +46 holders.
- The largest Lincoln National buyer in Q4 2021 was First Trust Advisors, an estimated $21.1M added.
- The largest Lincoln National seller in Q4 2021 was Arrowstreet Capital, an estimated $81.1M sold.
Based on aggregated 13F filings for Q4 2021.