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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
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$45.1M +$44.4M +779,247 +423%
Millennium Management
27
Millennium Management
New York
$41.8M +$33.5M +587,419 +192%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$40M -$1.77M -31,078 -4%
RCM
29
RNC Capital Management
California
$37.9M +$505K +8,853 +1%
N
30
Nuveen
North Carolina
$36.5M +$582K +10,210 +1%
Swiss National Bank
31
Swiss National Bank
Switzerland
$33.2M -$1.88M -32,900 -4%
Deutsche Bank
32
Deutsche Bank
Germany
$31.8M -$2.4M -42,156 -6%
UBS AM
33
UBS AM
Illinois
$31.8M -$4.19M -73,502 -10%
UBS Group
34
UBS Group
Switzerland
$30.4M +$4M +70,074 +12%
Prudential Financial
35
Prudential Financial
New Jersey
$29.1M +$16.9M +295,770 +149%
WCM
36
Wedge Capital Management
North Carolina
$25.3M +$3.65M +64,050 +13%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25M +$4.81M +84,300 +19%
Renaissance Technologies
38
Renaissance Technologies
New York
$24.8M +$11.2M +197,100 +59%
Victory Capital Management
39
Victory Capital Management
Texas
$24.7M +$1.66M +29,049 +6%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$22.9M -$929K -16,290 -3%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$22.5M +$5.44M +95,329 +25%
PI
42
PFS Investments
Georgia
$21.6M +$4.72M +82,808 +22%
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$20.2M -$19.4M -339,586 -44%
Impax Asset Management Group
44
Impax Asset Management Group
United Kingdom
$19.9M +$7.53K +132 +0%
Wells Fargo
45
Wells Fargo
California
$18M -$1.25M -21,920 -5%
CS
46
Credit Suisse
Switzerland
$17.8M +$4.62M +81,021 +27%
Truist Financial
47
Truist Financial
North Carolina
$17.7M +$240K +4,214 +1%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$16.6M +$10.1M +176,599 +101%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$16.4M -$1.21M -21,294 -6%
Citigroup
50
Citigroup
New York
$16.1M +$9.64M +168,965 +96%

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.