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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
BWAM
451
Boyd Watterson Asset Management
Ohio
$26.8K
CWC
452
Carolinas Wealth Consulting
North Carolina
$26.8K +$6.24K +200 +31%
WT
453
Whittier Trust
California
$26.3K
TCOV
454
Trust Company of Vermont
Vermont
$25.5K +$281 +9 +1%
CPBTD
455
Central Pacific Bank - Trust Division
Hawaii
$24.6K
CSB
456
City State Bank
Iowa
$23.6K +$23.4K +750 New
TSMHT
457
Thurston Springer Miller Herd & Titak
Indiana
$23.6K
RTC
458
Riverview Trust Company
Washington
$21.7K
MRCM
459
M&R Capital Management
New Jersey
$19.6K +$2.09K +67 +12%
PTC
460
Private Trust Company
Ohio
$18.8K +$15.6K +500 +521%
UB
461
UMB Bank
Missouri
$16.7K +$7.29K +234 +79%
AEPWM
462
Atlantic Edge Private Wealth Management
Florida
$15.8K
CH
463
Cromwell Holdings
Wyoming
$15.7K
PD
464
Point72 (DIFC)
United Arab Emirates
$15.1K -$729K -23,369 -98%
VNA
465
Valley National Advisers
Pennsylvania
$15K -$1.4K -45 -8%
PS
466
Principal Securities
Iowa
$14.8K -$2.52K -81 -15%
MPWT
467
MassMutual Private Wealth & Trust
Connecticut
$14.2K +$249 +8 +2%
ACM
468
Aster Capital Management
United Arab Emirates
$14K +$13.8K +443 New
CPA
469
Capital Performance Advisors
California
$13.1K +$13K +417 New
OC
470
Oakworth Capital
Alabama
$13K
C
471
Covestor
United Kingdom
$13K -$717 -23 -5%
CAM
472
ClariVest Asset Management
California
$12.7K
SFA
473
Semmax Financial Advisors
North Carolina
$12.4K
T
474
Tidemark
California
$10.6K
NS
475
NBC Securities
Alabama
$10K

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.