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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
RCAG
401
Rehmann Capital Advisory Group
Michigan
$311K -$2.05K -36 -0.5%
RFC
402
Regions Financial Corp
Alabama
$310K +$570 +10 +0.2%
BPA
403
Beacon Pointe Advisors
California
$308K -$2.44M -42,859 -87%
PP
404
Prudential plc
United Kingdom
$303K +$10.6K +185 +3%
Cetera Investment Advisers
405
Cetera Investment Advisers
Illinois
$302K -$53.4K -937 -13%
NMIMC
406
Northwestern Mutual Investment Management Company
Wisconsin
$302K -$9.41K -165 -2%
V
407
Veritable
Delaware
$302K -$1.94K -34 -0.5%
VFA
408
Valeo Financial Advisors
Indiana
$301K -$2.62K -46 -0.7%
EOJOAM
409
E. Ohman J:or Asset Management
Sweden
$295K
CFA
410
Compass Financial Advisors
Indiana
$292K +$356K +6,245 New
GC
411
Grimes & Company
Massachusetts
$291K
DC
412
Davenport & Co
Virginia
$290K +$627 +11 +0.2%
SFC
413
SYM Financial Corp
Indiana
$289K
SFS
414
Security Financial Services
Indiana
$288K
PCM
415
Prelude Capital Management
New York
$285K +$347K +6,083 New
WF
416
Welch & Forbes
Massachusetts
$281K
EI
417
Ellevest Inc
New York
$280K +$3.48K +61 +1%
FWP
418
FAS Wealth Partners
Kansas
$276K +$2.22K +39 +0.7%
CFO
419
Colony Family Offices
North Carolina
$276K +$337K +5,903 New
SLAM
420
Swiss Life Asset Management
$275K -$172K -3,023 -34%
Pacer Advisors
421
Pacer Advisors
Pennsylvania
$271K -$5.35M -93,871 -94%
BFA
422
Bragg Financial Advisors
North Carolina
$271K
RIM
423
Redpoint Investment Management
Australia
$270K
WA
424
Wealth Alliance
New York
$269K -$12.4K -217 -4%
BNP Paribas Asset Management
425
BNP Paribas Asset Management
France
$267K +$85.8K +1,504 +36%

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.