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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
VVP
501
Venture Visionary Partners
Ohio
$92K +$112K +1,967 New
BC
502
Bartlett & Co
Ohio
$89K -$3.99K -70 -4%
DMBA
503
Deseret Mutual Benefit Administrators
Utah
$89K
BCWM
504
Bartlett & Co Wealth Management
Ohio
$88.6K -$3.99K -70 -4%
CWP
505
Concord Wealth Partners
Virginia
$88K +$26.6K +467 +33%
CFGS
506
Concourse Financial Group Securities
Alabama
$85K -$2.28K -40 -2%
DSC
507
Duncker Streett & Co
Missouri
$84K
WTC
508
WhitTier Trust Company
Nevada
$76K +$456 +8 +0.5%
C
509
Covestor
United Kingdom
$74K +$12K +210 +15%
CAL
510
Capital Analysts LLC
Pennsylvania
$73K -$19.8K -348 -18%
SOW
511
State of Wyoming
Wyoming
$73K +$53.3K +935 +151%
KFI
512
Key Financial Inc
Pennsylvania
$66K
IRC
513
Investors Research Corp
Georgia
$61K
CT
514
Cambridge Trust
Massachusetts
$60K -$17.1K -300 -19%
LWANC
515
Laurel Wealth Advisors (North Carolina)
North Carolina
$59K
TFA
516
Toth Financial Advisory
Virginia
$59K
ZB
517
Zions Bancorporation
Utah
$58K -$33.6K -589 -32%
SIM
518
Sentry Investment Management
Wisconsin
$58K -$13.7K -240 -16%
IA
519
IFP Advisors
Florida
$56K
TWM
520
Tradition Wealth Management
Minnesota
$54K
SWM
521
Selective Wealth Management
Virginia
$52K
CFB
522
Cullen/Frost Bankers
Texas
$51K
SPIA
523
Steward Partners Investment Advisory
New York
$51K
TPCW
524
TD Private Client Wealth
New York
$49.9K -$13.2K -232 -18%
CCM
525
Covington Capital Management
California
$48K

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.