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Lincoln National

614 hedge funds and large institutions have $9.09B invested in Lincoln National in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 203 increasing their positions, 233 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-7
Holders Change %
-1.13%
% of All Funds
10.72%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
50
Increased
203
Reduced
233
Closed
51
Calls
$145M
Puts
$97.8M
Net Calls
+$46.8M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WS
426
Wedbush Securities
California
$333K -$12.6K -200 -4%
Nomura Holdings
427
Nomura Holdings
Japan
$333K +$333K +5,303 New
NNP
428
Nachman Norwood & Parrott
South Carolina
$332K
PWW
429
Pettyjohn Wood & White
Virginia
$330K
BWP
430
BSW Wealth Partners
Colorado
$325K +$1.82K +29 +0.6%
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$325K +$57.6K +916 +22%
AAS
432
Avantax Advisory Services
Texas
$324K -$31.2K -496 -9%
MYAM
433
Meiji Yasuda Asset Management
Japan
$324K -$15.1K -240 -4%
GWM
434
Geneos Wealth Management
Colorado
$322K -$59.4K -925 -16%
FWIA
435
Fort Washington Investment Advisors
Ohio
$319K
RPWA
436
Regent Peak Wealth Advisors
Georgia
$319K +$319K +5,171 New
HSA
437
HBK Sorce Advisory
Pennsylvania
$312K -$126 -2 -0%
WPW
438
Waldron Private Wealth
Pennsylvania
$310K
SVWAG
439
Sound View Wealth Advisors Group
Georgia
$308K -$39.2K -625 -11%
ONST
440
Old North State Trust
North Carolina
$308K +$77.9K +1,239 +34%
BFC
441
Bedel Financial Consulting
Indiana
$305K -$67.3K -1,072 -18%
FT
442
Fiduciary Trust
Massachusetts
$305K -$58.1K -925 -16%
BCM
443
Brookstone Capital Management
Illinois
$303K -$119K -1,908 -28%
IC
444
IEQ Capital
California
$300K +$26K +413 +9%
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$293K -$13.7K -218 -4%
KAS
446
Kestra Advisory Services
Texas
$291K +$72.9K +1,162 +33%
JCM
447
Jacobi Capital Management
Pennsylvania
$289K +$1.7K +27 +0.6%
SCA
448
Snowden Capital Advisors
New York
$287K -$17.1K -272 -6%
SW
449
SkyOak Wealth
Michigan
$277K
BBVA
450
Banco Bilbao Vizcaya Argentaria
Spain
$271K +$18.8K +298 +7%