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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
SVWAG
451
Sound View Wealth Advisors Group
Georgia
$229K
MYAM
452
Meiji Yasuda Asset Management
Japan
$223K +$4.56K +80 +2%
CMF
453
Counterpoint Mutual Funds
California
$223K +$272K +4,777 New
SAM
454
Summit Asset Management
Tennessee
$219K
JCM
455
Jacobi Capital Management
Pennsylvania
$219K +$6.04K +106 +2%
HFM
456
Harvest Fund Management
China
$218K
SW
457
SVB Wealth
Massachusetts
$218K +$1.77K +31 +0.7%
KTA
458
Keeley-Teton Advisors
Illinois
$216K
IUHSA
459
Itau Unibanco Holding S.A.
Brazil
$216K +$263K +4,614 New
BFC
460
Bedel Financial Consulting
Indiana
$215K
TFA
461
Triad Financial Advisors
North Carolina
$214K +$114 +2 +0%
CB
462
Commerce Bank
Missouri
$212K -$44.5K -781 -15%
UCFA
463
United Capital Financial Advisors
Texas
$211K +$47.2K +828 +22%
1IA
464
1620 Investment Advisors
Massachusetts
$207K +$31.3K +548 +14%
SW
465
SkyOak Wealth
Michigan
$206K
FFM
466
Forum Financial Management
Illinois
$205K
CBFP
467
Cedar Brook Financial Partners
Ohio
$204K -$69.2K -1,213 -22%
HSA
468
HBK Sorce Advisory
Pennsylvania
$204K -$2.74K -48 -1%
AG
469
AIA Group
Hong Kong
$198K +$85.5K +1,500 +55%
ACM
470
Aquatic Capital Management
Illinois
$196K +$240K +4,200 New
GI
471
Gradient Investments
Minnesota
$194K -$2.62K -46 -1%
CA
472
Clearstead Advisors
Ohio
$193K +$4.33K +76 +2%
NICM
473
Neo Ivy Capital Management
New York
$186K +$227K +3,984 New
T
474
TOBAM
France
$182K +$223K +3,902 New
FAF
475
Första AP-fonden
Sweden
$178K +$11.4K +200 +6%

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.