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Lincoln National

530 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 188 increasing their positions, 184 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

2% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 184

0% more capital invested

Capital invested by funds: $3.93B → $3.93B (+$591K)

0.46% less ownership

Funds ownership: 74.29%73.82% (-0.46%)

1% less funds holding

Funds holding: 534530 (-4)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

48% less call options, than puts

Call options by funds: $96M | Put options by funds: $186M

Holders
530
Holders Change
-4
Holders Change %
-0.75%
% of All Funds
7.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
49
Increased
188
Reduced
184
Closed
50
Calls
$96M
Puts
$186M
Net Calls
-$90.2M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ET
226
Entropy Technologies
New York
$811K +$581K +18,630 +263%
MOACM
227
Mutual of America Capital Management
New York
$807K -$73.2K -2,348 -8%
Kovitz Investment Group Partners
228
Kovitz Investment Group Partners
Illinois
$792K +$852K +27,340 New
DC
229
Davenport & Co
Virginia
$792K +$123K +3,955 +19%
OTL
230
Oak Thistle LLC
New York
$768K +$397K +12,724 +109%
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$768K -$61.7K -1,980 -8%
PFPT
232
Pinnacle Financial Partners (Tennessee)
Tennessee
$766K
BCFD
233
Boit C.F. David
$734K
RFA
234
Register Financial Advisors
Georgia
$729K +$46.9K +1,503 +7%
MML Investors Services
235
MML Investors Services
Massachusetts
$716K -$179K -5,746 -20%
Neuberger Berman Group
236
Neuberger Berman Group
New York
$710K -$25.8K -827 -4%
Teacher Retirement System of Texas
237
Teacher Retirement System of Texas
Texas
$703K +$244K +7,819 +54%
JFG
238
Jefferies Financial Group
New York
$693K +$686K +22,000 New
Creative Planning
239
Creative Planning
Kansas
$691K +$45.2K +1,451 +7%
CA
240
Cullinan Associates
Kentucky
$685K
BCM
241
BluePath Capital Management
Georgia
$663K -$112K -3,589 -15%
IAA
242
Independent Advisor Alliance
North Carolina
$660K -$679K -21,786 -51%
S
243
SignatureFD
Georgia
$656K +$5.27K +169 +0.8%
Wolverine Trading
244
Wolverine Trading
Illinois
$655K +$266K +8,527 +69%
SAI
245
Systematic Alpha Investments
New Jersey
$653K
OFG
246
OmniStar Financial Group
North Carolina
$648K +$2.93K +94 +0.5%
AWM
247
AE Wealth Management
Kansas
$643K -$6.64K -213 -1%
AWS
248
Atria Wealth Solutions
New York
$628K +$354K +11,341 +132%
PFGIA
249
Patriot Financial Group Insurance Agency
Massachusetts
$619K -$11.2K -358 -2%
PFM
250
Phillips Financial Management
Indiana
$614K +$27.3K +877 +5%

LNC Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2024, worth a combined $3.93B — up 0.02% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of LNC and 49 opened new positions — a net loss of 1 holder — while 184 trimmed existing stakes and 188 added.

The largest buyer was International Assets Investment Management, adding an estimated $29.3M. The largest seller was Vanguard Group, cutting an estimated $36.3M.

  • 530 institutional investors held Lincoln National (LNC) as of Q3 2024, down from 534 in Q2 2024.
  • Funds reported $3.93B of Lincoln National stock for Q3 2024, up 0.02% quarter-over-quarter.
  • 49 funds opened new Lincoln National positions in Q3 2024 and 50 closed out, a net change of -1 holder.
  • The largest Lincoln National buyer in Q3 2024 was International Assets Investment Management, an estimated $29.3M added.
  • The largest Lincoln National seller in Q3 2024 was Vanguard Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.