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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
Mackenzie Financial
301
Mackenzie Financial
Ontario, Canada
$393K -$1.16M -37,316 -75%
KIM
302
Kestra Investment Management
Texas
$386K +$382K +12,244 New
CCG
303
Ceeto Capital Group
Florida
$378K
IFU
304
iSAM Funds (UK)
United Kingdom
$376K +$39.8K +1,278 +12%
CCM
305
Coldstream Capital Management
Washington
$372K -$37K -1,188 -9%
AHL
306
Abel Hall LLC
Louisiana
$361K +$125 +4 +0%
USAA
307
United Services Automobile Association
Texas
$361K -$61K -1,958 -15%
GT
308
Glenmede Trust
Pennsylvania
$361K -$8.17K -262 -2%
OIA
309
OneDigital Investment Advisors
Kansas
$357K +$124K +3,972 +54%
PCA
310
Pallas Capital Advisors
Massachusetts
$355K +$24.8K +796 +8%
GAM
311
Gotham Asset Management
New York
$353K +$6.36K +204 +2%
CD
312
Chapin Davis
Maryland
$349K
PCM
313
Prelude Capital Management
New York
$347K -$6.02K -193 -2%
William Blair & Company
314
William Blair & Company
Illinois
$346K +$27.6K +885 +9%
JIC
315
Johnson Investment Counsel
Ohio
$344K
FMWA
316
Forvis Mazars Wealth Advisors
Missouri
$342K +$125 +4 +0%
GT
317
Greenleaf Trust
Michigan
$340K -$5.05K -162 -1%
GC
318
Guggenheim Capital
Illinois
$339K +$4.43K +142 +1%
AAS
319
Avantax Advisory Services
Texas
$337K +$21.4K +687 +7%
MIC
320
Meridian Investment Counsel
California
$337K -$14K -450 -4%
KFGK
321
Keystone Financial Group (Kentucky)
Kentucky
$334K +$3.8K +122 +1%
CGH
322
Crossmark Global Holdings
Texas
$333K -$1.9K -61 -0.6%
BAM
323
BOS Asset Management
Illinois
$333K +$30.3K +973 +10%
MCM
324
Mill Capital Management
North Carolina
$323K
NP
325
NorthRock Partners
Minnesota
$322K -$14.7K -472 -4%

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.