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Lincoln National
LNC

Overview Fund Activity

625 hedge funds and large institutions have $6.07B invested in Lincoln National in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 216 increasing their positions, 221 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-21
Holders Change %
-3.25%
% of All Funds
10.57%
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
216
Reduced
221
Closed
84
Calls
$67.4M
Puts
$94.9M
Net Calls
-$27.5M
Net Calls Change
-$1.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$102M
2
BlackRock
BlackRock
New York
+$53.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$50.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$36.4M
5
Millennium Management
Millennium Management
New York
+$27.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.5M
3
AII
AGF Investments Inc
Ontario, Canada
-$31M
4
Korea Investment Corp
Korea Investment Corp
South Korea
-$30.6M
5
State Street
State Street
Massachusetts
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
426
North Star Investment Management
Illinois
$263K – – –
CCM
427
Coldstream Capital Management
Washington
$262K +$22.3K +477 +9%
MCC
428
Malaga Cove Capital
California
$261K +$261K +5,608 New
AAS
429
Avantax Advisory Services
Texas
$260K +$24.2K +518 +10%
KRSITF
430
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$258K +$28.3K +605 +12%
TPWA
431
TRUE Private Wealth Advisors
Oregon
$255K – – –
CIP
432
Cornerstone Investment Partners
Georgia
$253K -$2.9K -62 -1%
WS
433
Wedbush Securities
California
$251K -$1.22K -26 -0.5%
WPW
434
Waldron Private Wealth
Pennsylvania
$251K +$9.46K +203 +4%
SCA
435
Snowden Capital Advisors
New York
$248K -$1.03K -22 -0.4%
IWA
436
Intercontinental Wealth Advisors
Texas
$248K – – –
VI
437
Versor Investments
New York
$248K +$248K +5,301 New
RPWA
438
Regent Peak Wealth Advisors
Georgia
$247K +$2.34K +50 +1%
CSIC
439
Clifford Swan Investment Counsel
California
$245K -$9.4K -201 -4%
CTA
440
Chesley Taft & Associates
Illinois
$244K +$244K +5,209 New
RJT
441
Raymond James Trust
Florida
$243K -$607 -13 -0.2%
KAS
442
Kestra Advisory Services
Texas
$243K +$31.2K +669 +15%
TI
443
Tidal Investments
Wisconsin
$242K -$354K -7,562 -59%
ZF
444
Zhang Financial
Michigan
$242K – – –
CCP
445
Corient Capital Partners
California
$236K +$36.1K +773 +18%
PWW
446
Pettyjohn Wood & White
Virginia
$234K – – –
GCP
447
GSA Capital Partners
United Kingdom
$233K +$233K +4,987 New
Bank of Nova Scotia
448
Bank of Nova Scotia
Ontario, Canada
$230K -$189K -4,042 -45%
SVWAG
449
Sound View Wealth Advisors Group
Georgia
$229K – – –
MYAM
450
Meiji Yasuda Asset Management
Japan
$223K +$3.74K +80 +2%
16 17
18
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