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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
ECM
351
Evergreen Capital Management
Washington
$268K
ONB
352
Old National Bancorp
Indiana
$265K +$10.1K +325 +4%
M&T Bank
353
M&T Bank
New York
$263K -$5.55K -178 -2%
PL
354
Plancorp LLC
Missouri
$260K +$187 +6 +0.1%
VI
355
Versor Investments
New York
$259K +$256K +8,216 New
SPIA
356
Steward Partners Investment Advisory
New York
$259K -$2.34K -75 -0.9%
PA
357
Parallel Advisors
California
$256K +$1.68K +54 +0.7%
SRC
358
Sage Rhino Capital
California
$255K -$5.42K -174 -2%
BFS
359
Bradley Foster & Sargent
Connecticut
$252K
CF
360
Corebridge Financial
Texas
$251K -$15.7K -504 -6%
PWA
361
Provenance Wealth Advisors
Florida
$249K
SOW
362
State of Wyoming
Wyoming
$248K +$106K +3,407 +77%
LNWWM
363
Laird Norton Wetherby Wealth Management
California
$247K -$5.21K -167 -2%
Allianz Asset Management
364
Allianz Asset Management
Germany
$242K -$889K -28,515 -79%
SC
365
Sapient Capital
Indiana
$240K
VFA
366
Valeo Financial Advisors
Indiana
$240K
SFC
367
SYM Financial Corp
Indiana
$239K -$5.27K -169 -2%
A
368
AlphaQuest
New York
$239K +$71.1K +2,282 +43%
EHWM
369
Eads & Heald Wealth Management
Georgia
$236K +$17K +545 +8%
BFG
370
Berger Financial Group
Minnesota
$235K +$232K +7,449 New
PCIA
371
Prime Capital Investment Advisors
Kansas
$234K -$2.49K -80 -1%
SIC
372
Salem Investment Counselors
North Carolina
$232K -$1.48M -47,464 -87%
FMC
373
First Merchants Corp
Indiana
$230K
GA
374
GSG Advisors
New Jersey
$230K -$86.9K -2,789 -27%
MM
375
MQS Management
New York
$228K +$226K +7,247 New

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.