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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
PI
276
PFG Investments
New York
$517K -$51.8K -1,663 -9%
FTDI
277
First Trust Direct Indexing
Massachusetts
$516K -$8.85K -284 -2%
DB
278
Danske Bank
Denmark
$502K +$497K +15,928 New
JCM
279
Jacobi Capital Management
Pennsylvania
$501K -$10.2K -326 -2%
N
280
Numerai
California
$497K -$810K -25,971 -62%
HIC
281
Holderness Investments Company
North Carolina
$495K
EBSAM
282
Eubel Brady & Suttman Asset Management
Ohio
$494K
GIA
283
Guyasuta Investment Advisors
Pennsylvania
$473K -$374K -12,000 -44%
1WA
284
180 Wealth Advisors
Washington
$472K +$25.2K +808 +6%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$469K +$18.4K +590 +4%
SI
286
Stephens Inc
Arkansas
$463K +$24.9K +800 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
287
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$460K +$455K +14,594 New
State of Wisconsin Investment Board
288
State of Wisconsin Investment Board
Wisconsin
$452K
Jones Financial Companies
289
Jones Financial Companies
Missouri
$443K +$138K +4,415 +46%
CIA
290
Concurrent Investment Advisors
Florida
$443K -$52.8K -1,695 -11%
AWG
291
Altus Wealth Group
Colorado
$436K +$124K +3,987 +40%
DM
292
Deerfield Management
New York
$428K +$424K +13,586 New
MC
293
Matisse Capital
Oregon
$425K
FFA
294
Farther Finance Advisors
California
$424K +$73.7K +2,363 +21%
SVWAG
295
Sound View Wealth Advisors Group
Georgia
$420K +$51.4K +1,650 +14%
Mitsubishi UFJ Trust & Banking
296
Mitsubishi UFJ Trust & Banking
Japan
$412K +$292K +9,378 +253%
VF
297
Virtu Financial
New York
$409K -$14.6K -467 -3%
Brown Advisory
298
Brown Advisory
Maryland
$404K -$312 -10 -0.1%
TIAA Trust, National Association
299
TIAA Trust, National Association
North Carolina
$403K +$63.7K +2,044 +19%
KeyBank National Association
300
KeyBank National Association
Ohio
$396K +$4.64K +149 +1%

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.