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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
MSRPS
301
Maryland State Retirement & Pension System
Maryland
$645K
BA
302
Bridgewater Associates
Connecticut
$643K +$784K +13,744 New
Baird Financial Group
303
Baird Financial Group
Wisconsin
$641K +$6.1K +107 +0.8%
NA
304
NewEdge Advisors
Louisiana
$635K +$774K +13,565 New
TC
305
TwinBeech Capital
New York
$630K +$768K +13,468 New
LNC
306
Lincoln National Corp
Pennsylvania
$618K -$209K -3,664 -22%
William Blair & Company
307
William Blair & Company
Illinois
$614K -$4.39K -77 -0.6%
SAM
308
Securian Asset Management
Minnesota
$612K -$24.9K -436 -3%
JIC
309
Johnson Investment Counsel
Ohio
$609K -$278K -4,870 -27%
Nordea Investment Management
310
Nordea Investment Management
Sweden
$609K +$81.2K +1,424 +12%
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$608K +$35.6K +625 +5%
SEC
312
Seven Eight Capital
New York
$606K +$739K +12,964 New
EMPI
313
Elo Mutual Pension Insurance
Finland
$601K -$40K -702 -5%
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$601K +$27.9K +490 +4%
HIC
315
Holderness Investments Company
North Carolina
$599K -$67.5K -1,183 -8%
UIM
316
USS Investment Management
United Kingdom
$594K -$204K -3,579 -22%
WI
317
Wintrust Investments
Illinois
$593K +$512K +8,970 +242%
CGH
318
Crossmark Global Holdings
Texas
$586K -$25.1K -440 -3%
BL
319
Balentine LLC
Georgia
$585K -$440K -7,723 -38%
MFA
320
Mayflower Financial Advisors
Massachusetts
$585K +$58.6K +1,028 +9%
RVPG
321
Relative Value Partners Group
$584K +$195K +3,420 +37%
KWM
322
Kingsview Wealth Management
Oregon
$566K -$630K -11,040 -48%
CA
323
Cullinan Associates
Kentucky
$566K +$690K +12,100 New
TF
324
TIAA FSB
Florida
$564K -$172K -3,016 -20%
FHB
325
First Hawaiian Bank
Hawaii
$562K -$174K -3,045 -20%

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.