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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
1IA
251
1620 Investment Advisors
Massachusetts
$611K +$5.52K +177 +0.9%
HWM
252
HB Wealth Management
Georgia
$605K -$12.4K -399 -2%
CL
253
COWA LLC
Oklahoma
$597K +$59.6K +1,913 +11%
MIM
254
MTM Investment Management
South Carolina
$593K
BWM
255
BlackDiamond Wealth Management
New York
$588K -$11.6K -373 -2%
UCFA
256
United Capital Financial Advisors
Texas
$587K -$27.8K -893 -5%
QC
257
Quadrature Capital
United Kingdom
$586K -$72.6K -2,329 -11%
IC
258
IEQ Capital
California
$586K -$27.2K -871 -4%
CIC
259
Cornercap Investment Counsel
Georgia
$586K -$671K -21,511 -54%
KWM
260
Kingsview Wealth Management
Oregon
$582K -$20.4K -653 -3%
CB
261
Commerce Bank
Missouri
$581K -$1.68K -54 -0.3%
Public Employees Retirement Association of Colorado
262
Public Employees Retirement Association of Colorado
Colorado
$566K
PI
263
PEAK6 Investments
Illinois
$566K +$560K +17,958 New
DTL
264
Dynamic Technology Lab
Singapore
$542K -$642K -20,583 -54%
BHCM
265
Brevan Howard Capital Management
Jersey
$541K +$1.37K +44 +0.3%
PFS
266
Prospera Financial Services
Texas
$539K -$6.3K -202 -1%
CL
267
Choreo LLC
Illinois
$539K -$8.95K -287 -2%
AIM
268
Aigen Investment Management
New York
$538K -$567K -18,203 -52%
CIM
269
Contravisory Investment Management
Massachusetts
$536K -$8.45K -271 -2%
WSFS
270
Wilmington Savings Fund Society
Delaware
$535K +$530K +16,992 New
TI
271
Tidal Investments
Wisconsin
$527K -$81.6K -2,619 -14%
CIM
272
CIM Investment Management
Pennsylvania
$527K -$12.8K -412 -2%
SCM
273
Sterling Capital Management
North Carolina
$521K +$516K +16,549 New
TPM
274
Triasima Portfolio Management
Quebec, Canada
$521K -$2.72M -87,410 -84%
QCM
275
Qsemble Capital Management
New York
$517K -$136K -4,353 -21%

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.