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Lincoln National
LNC

673 hedge funds and large institutions have $9.07B invested in Lincoln National in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 183 increasing their positions, 253 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 56

6% more funds holding

Funds holding: 633 → 673 (+40)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

3% less call options, than puts

Call options by funds: $94.7M | Put options by funds: $98.1M

1.34% less ownership

Funds ownership: 75.46% → 74.12% (-1.3%)

7% less capital invested

Capital invested by funds: $9.72B → $9.07B (-$654M)

28% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 253

Holders
673
Holders Change
+40
Holders Change %
+6.32%
% of All Funds
10.36%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
102
Increased
183
Reduced
253
Closed
56
Calls
$94.7M
Puts
$98.1M
Net Calls
-$3.42M
Net Calls Change
-$72.3M

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$21.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$16.4M
3
Amundi
Amundi
France
+$13.3M
4
Goldman Sachs
Goldman Sachs
New York
+$10.9M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.74M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$81.1M
2
Dodge & Cox
Dodge & Cox
California
-$67.9M
3
BlackRock
BlackRock
New York
-$62M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$44.9M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$41.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DT
476
Diversified Trust
Tennessee
$255K -$59.7K -846 -18%
SB
477
Sunflower Bank
Texas
$255K -$27.3K -387 -9%
WAM
478
Watershed Asset Management
California
$254K +$263K +3,726 New
CP
479
CenterBook Partners
Connecticut
$254K +$263K +3,727 New
Federated Hermes
480
Federated Hermes
Pennsylvania
$253K +$27.5K +390 +12%
FI
481
Fractal Investments
Connecticut
$252K +$260K +3,692 New
SWP
482
Stratos Wealth Partners
Ohio
$250K +$847 +12 +0.3%
CGL
483
Clarius Group LLC
Washington
$248K -$212 -3 -0.1%
EH
484
EMG Holdings
Connecticut
$247K +$256K +3,625 New
SCA
485
Snowden Capital Advisors
New York
$239K -$20.7K -293 -8%
VCAM
486
Van Cleef Asset Management
Ohio
$239K – – –
P
487
Pitcairn
Pennsylvania
$239K +$635 +9 +0.3%
BCV
488
Banque Cantonale Vaudoise
Switzerland
$236K – – –
ACM
489
AlphaCrest Capital Management
New York
$235K -$675K -9,575 -74%
EH
490
Equitable Holdings
New York
$234K -$26.5K -375 -10%
LFAS
491
Level Four Advisory Services
Texas
$234K +$242K +3,424 New
CFG
492
Citizens Financial Group
Rhode Island
$233K -$71 -1 -0%
AWM
493
Affinity Wealth Management
Delaware
$233K +$228K +3,229 New
BBA
494
Braun-Bostich & Associates
Pennsylvania
$233K +$228K +3,229 New
WA
495
Waddell & Associates
Tennessee
$232K – – –
MWM
496
Modera Wealth Management
New Jersey
$230K +$238K +3,373 New
CS
497
Comerica Securities
Michigan
$230K +$238K +3,376 New
BWA
498
BDO Wealth Advisors
Florida
$229K – – –
OPS
499
Orion Portfolio Solutions
Nebraska
$225K +$21.7K +308 +10%
KA
500
KLCM Advisors
Wisconsin
$222K – – –
18 19
20
21 22

LNC Hedge Fund Activity: Q4 2021 in Review

673 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2021, worth a combined $9.07B — down 6.7% from $9.72B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new LNC positions and 56 closed out — a net gain of 46 holders — while 183 added to existing stakes and 253 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $21.1M. The largest seller was Arrowstreet Capital, cutting an estimated $81.1M.

  • 673 institutional investors held Lincoln National (LNC) as of Q4 2021, up from 633 in Q3 2021.
  • Funds reported $9.07B of Lincoln National stock for Q4 2021, down 6.7% quarter-over-quarter.
  • 102 funds opened new Lincoln National positions in Q4 2021 and 56 closed out, a net change of +46 holders.
  • The largest Lincoln National buyer in Q4 2021 was First Trust Advisors, an estimated $21.1M added.
  • The largest Lincoln National seller in Q4 2021 was Arrowstreet Capital, an estimated $81.1M sold.

Based on aggregated 13F filings for Q4 2021.