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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
VI
476
Vestcor Inc
New Brunswick, Canada
$178K +$62.3K +1,093 +40%
Rockefeller Capital Management
477
Rockefeller Capital Management
New York
$173K +$16.9K +296 +9%
UB
478
UMB Bank
Missouri
$172K -$5.7K -100 -3%
Federated Hermes
479
Federated Hermes
Pennsylvania
$165K +$1.43K +25 +0.7%
QCG
480
Quadrant Capital Group
Ohio
$157K -$14.6K -256 -7%
BWA
481
BDO Wealth Advisors
Florida
$157K
AF
482
Allworth Financial
California
$153K -$684 -12 -0.4%
CSPIA
483
Cary Street Partners Investment Advisory
Virginia
$147K +$179K +3,143 New
VanEck Associates
484
VanEck Associates
New York
$145K +$21.8K +383 +14%
SSB
485
Sandy Spring Bank
Maryland
$140K +$13.7K +240 +9%
LSA
486
Leonteq Securities AG
Switzerland
$137K +$109K +1,908 +188%
MCM
487
McMillion Capital Management
North Carolina
$136K +$165K +2,900 New
PI
488
PineBridge Investments
New York
$134K -$2.96M -51,894 -95%
ETC
489
Exchange Traded Concepts
Oklahoma
$128K +$102K +1,795 +191%
QC
490
Quent Capital
New York
$122K +$7.98K +140 +6%
MFT
491
Moisand Fitzgerald Tamayo
Florida
$119K +$146K +2,554 New
ALAM
492
Asahi Life Asset Management
Japan
$117K +$143K +2,500 New
AIM
493
Anchor Investment Management
South Carolina
$117K -$5.7K -100 -4%
WT
494
Whittier Trust
California
$113K
ASBI
495
American State Bank (Iowa)
Iowa
$109K
AIP
496
Ameritas Investment Partners
Nebraska
$108K
BBPWM
497
Blue Bell Private Wealth Management
Pennsylvania
$108K
LWCFA
498
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K
Carson Wealth (CWM LLC)
499
Carson Wealth (CWM LLC)
Nebraska
$98K -$5.08K -89 -4%
SWM
500
Sugarloaf Wealth Management
Georgia
$92K +$113K +1,973 New

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.