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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
UBS Group
26
UBS Group
Switzerland
$26.2M -$5.05M -161,879 -16%
Victory Capital Management
27
Victory Capital Management
Texas
$26M +$2.84M +91,197 +12%
First Trust Advisors
28
First Trust Advisors
Illinois
$25.9M +$9.32M +298,990 +57%
AU
29
Algebris (UK)
United Kingdom
$23.2M +$8.04M +257,829 +46%
Macquarie Group
30
Macquarie Group
Australia
$21.6M +$666K +21,366 +3%
JAM
31
Jupiter Asset Management
United Kingdom
$20.4M -$6.72M -215,668 -25%
EIP
32
Easterly Investment Partners
Massachusetts
$19.8M +$944K +30,276 +5%
Ameriprise
33
Ameriprise
Minnesota
$19.7M +$79.4K +2,546 +0.4%
Assenagon Asset Management
34
Assenagon Asset Management
Luxembourg
$18.9M +$11.7M +375,989 +168%
Legal & General Group
35
Legal & General Group
United Kingdom
$17.3M -$54.2K -1,739 -0.3%
UBS AM
36
UBS AM
Illinois
$17M -$248K -7,959 -1%
Squarepoint
37
Squarepoint
New York
$16.8M -$5.68M -182,224 -25%
First Eagle Investment Management
38
First Eagle Investment Management
New York
$16.4M +$2.38M +76,400 +17%
ACM
39
Advisors Capital Management
New Jersey
$16M +$619K +19,857 +4%
SCM
40
Saba Capital Management
New York
$13.5M -$3.07M -98,491 -19%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$13.4M -$177K -5,673 -1%
CIM
42
Cambria Investment Management
California
$12.6M -$293K -9,390 -2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$12.3M -$5.19M -166,516 -30%
Citigroup
44
Citigroup
New York
$12.1M +$2.28M +73,117 +24%
MVP
45
Miller Value Partners
Florida
$12.1M +$1.67M +53,440 +16%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$12M -$18.5M -593,396 -61%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.4M -$405K -13,000 -3%
LPL Financial
48
LPL Financial
California
$10.9M +$3.49M +112,095 +48%
N
49
Nuveen
North Carolina
$10.7M -$8.8M -282,367 -45%
Swiss National Bank
50
Swiss National Bank
Switzerland
$10.5M -$59.2K -1,900 -0.6%

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.