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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
IRC
326
Investors Research Corp
Georgia
$322K
SFP
327
Sweet Financial Partners
Minnesota
$321K
LIM
328
Longfellow Investment Management
Massachusetts
$319K +$1.9K +61 +0.6%
QIM
329
Quantitative Investment Management
Virginia
$316K +$313K +10,033 New
GIA
330
Gateway Investment Advisers
Ohio
$316K +$31 +1 +0%
GLA
331
Great Lakes Advisors
Illinois
$307K -$303K -9,717 -50%
HFP
332
Holistic Financial Partners
Indiana
$303K
SB
333
Strategic Blueprint
Georgia
$303K +$300K +9,612 New
PCMC
334
Paragon Capital Management (Colorado)
Colorado
$300K +$3.62K +116 +1%
CT
335
ClearAlpha Technologies
Connecticut
$295K +$292K +9,357 New
URS
336
Utah Retirement Systems
Utah
$293K
WPC
337
Wedmont Private Capital
Pennsylvania
$292K +$4.21K +135 +1%
EI
338
Ethic Inc
New York
$290K -$53.1K -1,703 -16%
LIM
339
Leavell Investment Management
Alabama
$285K -$21K -675 -7%
EWA
340
EP Wealth Advisors
California
$285K +$282K +9,032 New
HH
341
Hilltop Holdings
Texas
$280K +$3.49K +112 +1%
BAM
342
Brave Asset Management
New Jersey
$278K +$1.87K +60 +0.7%
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$278K -$19K -609 -6%
XT
344
XTX Topco
Cayman Islands
$275K -$926K -29,709 -77%
SFS
345
Security Financial Services
Indiana
$275K +$655 +21 +0.2%
HAG
346
HighPoint Advisor Group
Illinois
$275K +$1.81K +58 +0.7%
BFM
347
Boothbay Fund Management
New York
$274K -$21.2K -680 -7%
Daiwa Securities Group
348
Daiwa Securities Group
Japan
$274K +$271K +8,700 New
Mercer Global Advisors
349
Mercer Global Advisors
Colorado
$270K +$55K +1,763 +25%
FHC
350
First Heartland Consultants
Missouri
$269K -$590K -18,917 -69%

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.