Lincoln National
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.
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
Top Buyers
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$55.4M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$24.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$19.7M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$13.9M |
| 5 |
AU
Algebris (UK)
London,
United Kingdom
|
+$13.1M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$113M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$41M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$37.2M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$30.9M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$18M |
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.