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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
SCM
376
Shelton Capital Management
Colorado
$224K
BBA
377
Baader Bank Aktiengesellschaft
Germany
$223K +$221K +7,095 New
DT
378
Diversified Trust
Tennessee
$217K
BCM
379
Brookstone Capital Management
Illinois
$215K +$12.4K +397 +6%
RBFC
380
Roman Butler Fullerton & Co
Missouri
$211K +$195K +6,267 New
ESBC
381
E.S. Barr & Co
Kentucky
$209K +$207K +6,635 New
X
382
Xponance
Pennsylvania
$207K +$205K +6,569 New
SG
383
StoneX Group
New York
$206K +$204K +6,531 New
RIL
384
Rothschild Investment LLC
Illinois
$204K -$125 -4 -0.1%
MAS
385
Meeder Advisory Services
Ohio
$204K +$202K +6,484 New
AWM
386
Apollon Wealth Management
South Carolina
$203K -$21.7K -695 -10%
GI
387
GAMMA Investing
California
$193K -$14.6K -467 -7%
AssetMark Inc
388
AssetMark Inc
California
$186K +$717 +23 +0.4%
NSIM
389
North Star Investment Management
Illinois
$177K
KBC Group
390
KBC Group
Belgium
$167K +$30K +962 +22%
AF
391
Allworth Financial
California
$163K -$2.37K -76 -1%
DAM
392
Delta Asset Management
Tennessee
$158K
HNB
393
Huntington National Bank
Ohio
$154K -$6.17K -198 -4%
QCG
394
Quadrant Capital Group
Ohio
$138K -$1.9K -61 -1%
Nomura Asset Management
395
Nomura Asset Management
Japan
$136K
TRCT
396
Tower Research Capital (TRC)
New York
$130K -$867K -27,825 -87%
BCWM
397
Bartlett & Co Wealth Management
Ohio
$126K -$3.58K -115 -3%
PAS
398
Point72 Asia (Singapore)
Singapore
$120K -$267K -8,560 -69%
HCP
399
Hexagon Capital Partners
Arkansas
$110K +$12.8K +411 +13%
WI
400
Wintrust Investments
Illinois
$101K -$607K -19,457 -86%

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.