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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
MIM
401
MetLife Investment Management
New Jersey
$93.9K -$2.09K -67 -2%
SSB
402
Sandy Spring Bank
Maryland
$88K
QL
403
Quarry LP
New York
$88K +$16.4K +526 +23%
CA
404
Clearstead Advisors
Ohio
$81.7K -$62.3K -2,000 -44%
LSA
405
Leonteq Securities AG
Switzerland
$80.7K +$655 +21 +0.8%
PHK
406
Point72 Hong Kong
Hong Kong
$80.5K -$2.06M -66,038 -96%
AIM
407
Anchor Investment Management
South Carolina
$78.6K
VWM
408
Venturi Wealth Management
Texas
$65.6K +$53.3K +1,711 +460%
ACA
409
Atlas Capital Advisors
Wyoming
$61.7K -$294K -9,446 -83%
SAM
410
Smartleaf Asset Management
Massachusetts
$57.8K +$16.4K +527 +40%
SWM
411
Sugarloaf Wealth Management
Georgia
$55.7K -$20.5K -657 -27%
VCM
412
Versant Capital Management
Arizona
$55.1K
DIP
413
DT Investment Partners
Pennsylvania
$54.7K
LWCFA
414
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54.2K -$18.7K -600 -27%
WTC
415
WhitTier Trust Company
Nevada
$54.1K
CA
416
Continuum Advisory
Idaho
$51.5K -$2.49K -80 -5%
BBPWM
417
Blue Bell Private Wealth Management
Pennsylvania
$50.7K
National Bank of Canada
418
National Bank of Canada
Quebec, Canada
$49.4K -$1.38M -44,287 -97%
GRP
419
Global Retirement Partners
California
$48.6K -$4.49K -144 -9%
MAM
420
Meeder Asset Management
Ohio
$47.6K +$47.1K +1,512 New
AIP
421
Ameritas Investment Partners
Nebraska
$47.3K +$15.6K +500 +50%
EWA
422
EverSource Wealth Advisors
Alabama
$44.3K -$998 -32 -2%
Federated Hermes
423
Federated Hermes
Pennsylvania
$43.9K -$18.5K -593 -30%
CFO
424
CVA Family Office
Colorado
$43.3K
MG
425
Mather Group
Illinois
$42.3K +$218 +7 +0.5%

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.