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Lincoln National

501 hedge funds and large institutions have $3.44B invested in Lincoln National in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 145 increasing their positions, 189 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+30
Holders Change %
+6.37%
% of All Funds
7.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
100
Increased
145
Reduced
189
Closed
65
Calls
$105M
Puts
$215M
Net Calls
-$110M
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Shares
Change %
WT
426
Whittier Trust
California
$13.6K -$701 -26 -5%
AAG
427
Armstrong Advisory Group
Massachusetts
$13.5K
AEPWM
428
Atlantic Edge Private Wealth Management
Florida
$13.5K +$13.5K +500 New
AWM
429
Atticus Wealth Management
Florida
$13.1K +$270 +10 +2%
C
430
Covestor
United Kingdom
$13K
ADL
431
Asset Dedication LLC
California
$12K
SS
432
Sunbelt Securities
Texas
$12K +$243 +9 +2%
OC
433
Oakworth Capital
Alabama
$11.2K
Jones Financial Companies
434
Jones Financial Companies
Missouri
$10.8K
GG
435
Greenwood Gearhart
Arkansas
$10.2K +$10.2K +380 New
Allspring Global Investments
436
Allspring Global Investments
North Carolina
$9.44K +$3.61K +134 +62%
T
437
Tidemark
California
$9.04K +$9.04K +335 New
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$8.87K -$2.4K -89 -21%
TCWA
439
Turtle Creek Wealth Advisors
Texas
$8.85K +$8.85K +328 New
FHA
440
First Horizon Advisors
Tennessee
$8.55K -$2.97K -110 -26%
CFB
441
Cullen/Frost Bankers
Texas
$8.09K -$21.6K -800 -73%
DSC
442
Duncker Streett & Co
Missouri
$8.09K
NS
443
NBC Securities
Alabama
$8K
Toronto Dominion Bank
444
Toronto Dominion Bank
Ontario, Canada
$7.01K
AFS
445
Annapolis Financial Services
Maryland
$6.74K
RS
446
Rakuten Securities
Japan
$6.37K +$6.37K +236 New
GWS
447
Glassman Wealth Services
Virginia
$6.26K -$3.59K -133 -36%
BTI
448
Blue Trust Inc
Georgia
$6K -$4.78K -195 -44%
PCFFS
449
Pacific Center for Financial Services
California
$5.66K
CI
450
Cordant Inc
Oregon
$5.65K +$5.65K +210 New