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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
CS
326
Cannell & Spears
New York
$561K
TAF
327
Tredje AP-fonden
Sweden
$561K
KRS
328
Kentucky Retirement Systems
Kentucky
$561K +$78.6K +1,379 +13%
BCV
329
Banque Cantonale Vaudoise
Switzerland
$546K +$468K +8,200 +238%
Verition Fund Management
330
Verition Fund Management
Connecticut
$538K +$655K +11,494 New
RIM
331
Reynolds Investment Management
South Carolina
$536K +$171 +3 +0%
EIM
332
Essex Investment Management
Massachusetts
$531K -$27K -474 -4%
Tudor Investment Corp
333
Tudor Investment Corp
Connecticut
$527K -$1.18M -20,623 -65%
BAM
334
Blueshift Asset Management
New Jersey
$524K +$639K +11,207 New
AC
335
Allstate Corporation
Illinois
$522K +$3.08K +54 +0.5%
LSERS
336
Louisiana State Employees Retirement System
Louisiana
$500K -$17.1K -300 -3%
LIM
337
Leavell Investment Management
Alabama
$497K
ASN
338
Advisory Services Network
Georgia
$495K +$55.7K +976 +10%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$493K -$2K -35 -0.3%
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$490K -$456 -8 -0.1%
SMDAM
341
Sumitomo Mitsui DS Asset Management
Japan
$489K
NB
342
Norinchukin Bank
Japan
$485K +$195K +3,423 +49%
CL
343
CSS LLC
Illinois
$484K +$362K +6,356 +159%
SC
344
Savant Capital
Illinois
$478K +$34K +596 +6%
SRC
345
Shufro Rose & Co
New York
$476K
LNWWM
346
Laird Norton Wetherby Wealth Management
California
$473K -$29.1K -510 -5%
GT
347
Greenleaf Trust
Michigan
$473K -$9.7K -170 -2%
AIP
348
Ahrens Investment Partners
Louisiana
$469K -$24.2K -425 -4%
GFA
349
Gifford Fong Associates
California
$468K
HighTower Advisors
350
HighTower Advisors
Illinois
$463K -$105K -1,843 -16%

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.