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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
PFO
351
Pathstone Family Office
New Jersey
$462K +$362K +6,355 +181%
BC
352
Bridgefront Capital
Texas
$458K +$559K +9,800 New
ESCM
353
Echo Street Capital Management
New York
$457K +$557K +9,772 New
MLICM
354
Metropolitan Life Insurance Company (MetLife)
New York
$455K -$31.1K -545 -5%
HFP
355
Holistic Financial Partners
Indiana
$450K
PG
356
Pendal Group
Australia
$445K +$110K +1,929 +25%
IIM
357
Intact Investment Management
Quebec, Canada
$440K
VCA
358
Verdence Capital Advisors
Maryland
$435K -$33.2K -583 -6%
NMERB
359
New Mexico Educational Retirement Board
New Mexico
$433K -$22.8K -400 -4%
Brown Advisory
360
Brown Advisory
Maryland
$432K
LTI
361
Laffer Tengler Investments
Tennessee
$429K
HNB
362
Huntington National Bank
Ohio
$412K -$3.08K -54 -0.6%
MCM
363
MAI Capital Management
Ohio
$409K -$3.31K -58 -0.7%
TI
364
Trexquant Investment
Connecticut
$404K -$346K -6,065 -41%
BC
365
Burney Company
Virginia
$404K -$154K -2,708 -24%
PA
366
Parallel Advisors
California
$399K -$7.36K -129 -1%
BWM
367
BlackDiamond Wealth Management
New York
$397K +$2.62K +46 +0.6%
Wellington Management Group
368
Wellington Management Group
Massachusetts
$393K -$1.28M -22,439 -73%
IB
369
Intrust Bank
Kansas
$390K -$49K -860 -9%
KFGK
370
Keystone Financial Group (Kentucky)
Kentucky
$387K +$61K +1,069 +15%
FTDI
371
First Trust Direct Indexing
Massachusetts
$386K +$29.1K +511 +7%
MP
372
MSD Partners
New York
$385K
RIM
373
Regent Investment Management
Kentucky
$380K
BFM
374
Boothbay Fund Management
New York
$379K +$462K +8,099 New
AIMCA
375
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$378K +$460K +8,073 New

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.