Lincoln National
534 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 178 increasing their positions, 180 reducing their positions, and 43 closing their positions.
88% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 43
6% more funds holding
Funds holding: 504 → 534 (+30)
1.46% more ownership
Funds ownership: 72.83% → 74.29% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less capital invested
Capital invested by funds: $3.94B → $3.93B (-$12.6M)
1% less repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 180
39% less call options, than puts
Call options by funds: $97M | Put options by funds: $159M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$138M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$64.8M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$34.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$21.5M |
| 5 |
Two Sigma Advisers
New York
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$34.6M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$31.3M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$25.5M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$20.7M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$20.2M |
LNC Hedge Fund Activity: Q2 2024 in Review
534 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2024, worth a combined $3.93B — down 0.32% from $3.94B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new LNC positions and 43 closed out — a net gain of 38 holders — while 178 added to existing stakes and 180 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $138M. The largest seller was Vanguard Group, cutting an estimated $34.6M.
- 534 institutional investors held Lincoln National (LNC) as of Q2 2024, up from 504 in Q1 2024.
- Funds reported $3.93B of Lincoln National stock for Q2 2024, down 0.32% quarter-over-quarter.
- 81 funds opened new Lincoln National positions in Q2 2024 and 43 closed out, a net change of +38 holders.
- The largest Lincoln National buyer in Q2 2024 was Massachusetts Financial Services, an estimated $138M added.
- The largest Lincoln National seller in Q2 2024 was Vanguard Group, an estimated $34.6M sold.
Based on aggregated 13F filings for Q2 2024.