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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
BDF
376
Balasa Dinverno & Foltz
$375K -$37.7K -661 -8%
MM
377
MQS Management
New York
$375K +$138K +2,421 +43%
BFS
378
Bradley Foster & Sargent
Connecticut
$374K
MIC
379
Meridian Investment Counsel
California
$374K +$190K +3,340 +72%
SI
380
Stephens Inc
Arkansas
$372K -$11.4K -200 -2%
PL
381
Plancorp LLC
Missouri
$372K -$3.25K -57 -0.7%
SWM
382
SeaCrest Wealth Management
New York
$359K +$114K +2,000 +35%
QIM
383
Quantitative Investment Management
Virginia
$359K +$438K +7,689 New
XT
384
XTX Topco
Cayman Islands
$358K +$55.7K +977 +15%
CC
385
Centiva Capital
New York
$357K +$435K +7,633 New
PAG
386
Private Advisor Group
New Jersey
$347K +$25.1K +441 +6%
FRM
387
Fox Run Management
Connecticut
$343K +$418K +7,335 New
ECM
388
Everence Capital Management
Indiana
$342K
ANB
389
Amarillo National Bank
Texas
$341K
ICM
390
IMS Capital Management
Oregon
$340K +$415K +7,274 New
VIA
391
Vident Investment Advisory
Georgia
$334K +$31.8K +558 +8%
SIA
392
Sit Investment Associates
Minnesota
$332K
Janney Montgomery Scott
393
Janney Montgomery Scott
Pennsylvania
$330K -$97.6K -1,711 -20%
S
394
SignatureFD
Georgia
$330K -$63.6K -1,116 -14%
CIM
395
Contravisory Investment Management
Massachusetts
$327K -$8.84K -155 -2%
IAA
396
Independent Advisor Alliance
North Carolina
$323K -$3.54K -62 -0.9%
RIL
397
Rothschild Investment LLC
Illinois
$321K
MAM
398
Meeder Asset Management
Ohio
$317K -$8.67K -152 -2%
1WA
399
180 Wealth Advisors
Washington
$317K +$25.6K +449 +7%
HWM
400
HB Wealth Management
Georgia
$317K +$387K +6,784 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.