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Lincoln National

629 hedge funds and large institutions have $6.08B invested in Lincoln National in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 218 increasing their positions, 222 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.96% more ownership

Funds ownership: 74.98%75.94% (+0.96%)

2% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 222

3% less funds holding

Funds holding: 651629 (-22)

12% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 85

28% less capital invested

Capital invested by funds: $8.4B → $6.08B (-$2.31B)

29% less call options, than puts

Call options by funds: $67.4M | Put options by funds: $94.9M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
629
Holders Change
-22
Holders Change %
-3.38%
% of All Funds
10.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
75
Increased
218
Reduced
222
Closed
85
Calls
$67.4M
Puts
$94.9M
Net Calls
-$27.5M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
251
Engineers Gate Manager
New York
$1.07M +$1.3M +22,844 New
GTCM
252
Gyon Technologies Capital Management
New Jersey
$1.06M +$1.29M +22,697 New
PA
253
Pinnacle Associates
New York
$1.06M +$93.7K +1,643 +8%
CAN
254
Cetera Advisor Networks
California
$1.06M +$26.2K +459 +2%
Mariner
255
Mariner
Kansas
$1.05M +$157K +2,757 +14%
SFM
256
Systematic Financial Management
New Jersey
$1.05M +$151K +2,650 +13%
MOACM
257
Mutual of America Capital Management
New York
$1.03M -$10.4K -183 -0.8%
AW
258
Apricus Wealth
South Carolina
$1.03M +$1.06M +18,655 +552%
TRCT
259
Tower Research Capital (TRC)
New York
$1.03M -$703K -12,323 -36%
DILIC
260
Dai-ichi Life Insurance Company
Japan
$1.02M
OFG
261
OmniStar Financial Group
North Carolina
$1.02M +$1.25K +22 +0.1%
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
$1.01M +$250K +4,388 +25%
ONB
263
Old National Bancorp
Indiana
$1.01M +$833K +14,608 +210%
Schroder Investment Management Group
264
Schroder Investment Management Group
United Kingdom
$1.01M -$10.3M -181,086 -89%
AUB
265
Atlantic Union Bankshares
Virginia
$1M -$14.3K -250 -1%
Public Employees Retirement Association of Colorado
266
Public Employees Retirement Association of Colorado
Colorado
$1M
TPSF
267
Texas Permanent School Fund
Texas
$998K -$14.6K -256 -1%
X
268
Xponance
Pennsylvania
$995K +$337K +5,910 +38%
SAI
269
Systematic Alpha Investments
New Jersey
$970K
EP
270
Edgestream Partners
New Jersey
$919K -$367K -6,431 -25%
IIL
271
Insight Inv LLC
California
$912K +$57K +1,000 +5%
MIM
272
MTM Investment Management
South Carolina
$901K
PFM
273
Phillips Financial Management
Indiana
$897K -$1.08K -19 -0.1%
BCIM
274
British Columbia Investment Management
British Columbia, Canada
$889K -$428K -7,510 -28%
WSFS
275
Wilmington Savings Fund Society
Delaware
$874K

LNC Hedge Fund Activity: Q2 2022 in Review

629 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2022, worth a combined $6.08B — down 28% from $8.4B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of LNC and 75 opened new positions — a net loss of 10 holders — while 222 trimmed existing stakes and 218 added.

The largest buyer was Morgan Stanley, adding an estimated $124M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $86.2M.

  • 629 institutional investors held Lincoln National (LNC) as of Q2 2022, down from 651 in Q1 2022.
  • Funds reported $6.08B of Lincoln National stock for Q2 2022, down 28% quarter-over-quarter.
  • 75 funds opened new Lincoln National positions in Q2 2022 and 85 closed out, a net change of -10 holders.
  • The largest Lincoln National buyer in Q2 2022 was Morgan Stanley, an estimated $124M added.
  • The largest Lincoln National seller in Q2 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $86.2M sold.

Based on aggregated 13F filings for Q2 2022.