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Lincoln National
LNC

504 hedge funds and large institutions have $3.94B invested in Lincoln National in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 161 increasing their positions, 175 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $3.45B → $3.94B (+$487M)

5% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 65

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% less funds holding

Funds holding: 505 → 504 (-1)

8% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 175

2.63% less ownership

Funds ownership: 75.46% → 72.83% (-2.6%)

46% less call options, than puts

Call options by funds: $101M | Put options by funds: $188M

Holders
504
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
68
Increased
161
Reduced
175
Closed
65
Calls
$101M
Puts
$188M
Net Calls
-$87.1M
Net Calls Change
+$23.2M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$55.4M
2
JAM
Jupiter Asset Management
United Kingdom
+$24.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$19.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$13.9M
5
AU
Algebris (UK)
United Kingdom
+$13.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$113M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$41M
3
Invesco
Invesco
Georgia
-$37.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$30.9M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
476
Hollencrest Capital Management
California
$3.19K +$2.76K +100 New
OPTFSNA
477
Old Point Trust & Financial Services N A
Virginia
$3.19K +$2.76K +100 New
PTC
478
Private Trust Company
Ohio
$3.06K – – –
PMFA
479
Plante Moran Financial Advisors
Michigan
$2.65K – – –
TCM
480
TruNorth Capital Management
Michigan
$2.65K +$2.29K +83 New
JWA
481
JFS Wealth Advisors
Pennsylvania
$2.56K +$55 +2 +3%
CAM
482
ClariVest Asset Management
California
$2.36K – – –
PSB
483
Piscataqua Savings Bank
New Hampshire
$1.82K – – –
CHA
484
Carmichael Hill & Associates
Maryland
$1.63K +$1.41K +51 New
MCM
485
Manchester Capital Management
Vermont
$1.6K +$331 +12 +32%
BIA
486
Bell Investment Advisors
California
$1.53K – – –
NECFA
487
New England Capital Financial Advisors
Connecticut
$1.41K – – –
FFO
488
Fortitude Family Office
Arizona
$1.34K – – –
FGAM
489
Financial Gravity Asset Management
Texas
$1.29K -$28.3K -1,025 -96%
CTWM
490
Cherry Tree Wealth Management
Minnesota
$1.18K +$1.02K +37 New
CSC
491
Caldwell Sutter Capital
California
$1.15K – – –
BGAI
492
Bruce G. Allen Investments
Colorado
$1.02K – – –
AW
493
Avion Wealth
Texas
$1K – – –
CWP
494
Concord Wealth Partners
Virginia
$990 – – –
SIC
495
SJS Investment Consulting
Ohio
$958 -$166 -6 -17%
TFM
496
TFC Financial Management
Massachusetts
$926 – – –
ECM
497
Everence Capital Management
Indiana
$855 – – –
SWA
498
SOA Wealth Advisors
New York
$743 – – –
MCM
499
MV Capital Management
Maryland
$607 – – –
DF
500
Dunhill Financial
United Kingdom
$453 +$55 +2 +17%
18 19
20
21 22

LNC Hedge Fund Activity: Q1 2024 in Review

504 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2024, worth a combined $3.94B — up 14% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new LNC positions and 65 closed out — a net gain of 3 holders — while 161 added to existing stakes and 175 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $55.4M. The largest seller was Morgan Stanley, cutting an estimated $113M.

  • 504 institutional investors held Lincoln National (LNC) as of Q1 2024, down from 505 in Q4 2023.
  • Funds reported $3.94B of Lincoln National stock for Q1 2024, up 14% quarter-over-quarter.
  • 68 funds opened new Lincoln National positions in Q1 2024 and 65 closed out, a net change of +3 holders.
  • The largest Lincoln National buyer in Q1 2024 was Balyasny Asset Management, an estimated $55.4M added.
  • The largest Lincoln National seller in Q1 2024 was Morgan Stanley, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2024.