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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
CFB
476
Cullen/Frost Bankers
Texas
$9.45K
BIG
477
Brooklyn Investment Group
New York
$9.26K +$9.16K +294 New
GWM
478
Geneos Wealth Management
Colorado
$7.22K +$1.75K +56 +32%
PA
479
PSI Advisors
Florida
$6.84K +$94 +3 +1%
PCFFS
480
Pacific Center for Financial Services
California
$6.62K
RS
481
Rakuten Securities
Japan
$6.59K -$1.62K -52 -20%
PWMG
482
Private Wealth Management Group
New Jersey
$6.46K +$31 +1 +0.5%
HWM
483
Hemington Wealth Management
Virginia
$6K +$5.99K +192 New
RCM
484
Raleigh Capital Management
North Carolina
$5.99K -$312 -10 -5%
ME
485
McIlrath & Eck
Washington
$5.83K
BBHC
486
Brown Brothers Harriman & Co
New York
$5.51K -$4.68K -150 -46%
MCM
487
Manchester Capital Management
Vermont
$5.39K +$3.77K +121 +242%
ACA
488
American Capital Advisory
Idaho
$5.26K
AIC
489
Archer Investment Corporation
Indiana
$4.98K
HCM
490
Hollencrest Capital Management
California
$4.84K +$62 +2 +1%
Mitsubishi UFJ Asset Management
491
Mitsubishi UFJ Asset Management
Japan
$4.51K
CFD
492
Creative Financial Designs
Indiana
$4.41K
SIS
493
Strategic Investment Solutions
Illinois
$4.29K
Kayne Anderson Rudnick Investment Management
494
Kayne Anderson Rudnick Investment Management
California
$3.82K
ACM
495
Anfield Capital Management
California
$3.81K
PWMG
496
Prestige Wealth Management Group
New Jersey
$3.69K
TPCW
497
TD Private Client Wealth
New York
$3.56K
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$3.47K
CTC
499
Central Trust Company
Missouri
$3.37K -$3.12K -100 -48%
FHA
500
First Horizon Advisors
Tennessee
$3.34K

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.