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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
BIA
501
Bell Investment Advisors
California
$3.28K +$1.75K +56 +117%
N
502
Natixis
France
$3.21K -$6.2K -199 -66%
KFI
503
Key Financial Inc
Pennsylvania
$3.15K
JWA
504
JFS Wealth Advisors
Pennsylvania
$2.84K +$374 +12 +15%
SWM
505
Spire Wealth Management
Virginia
$2.72K +$748 +24 +39%
GWP
506
Gen-Wealth Partners
Michigan
$2.69K +$2.49K +80 New
FPF
507
First Pacific Financial
Washington
$2.68K -$436 -14 -14%
TCM
508
TruNorth Capital Management
Michigan
$2.62K
BGAI
509
Bruce G. Allen Investments
Colorado
$1.8K
PCMC
510
Planning Capital Management Corporation
Pennsylvania
$1.75K +$1.72K +55 New
NECFA
511
New England Capital Financial Advisors
Connecticut
$1.43K
GBT
512
Grove Bank & Trust
Florida
$1.39K +$1.37K +44 New
FFO
513
Fortitude Family Office
Arizona
$1.32K
ZB
514
Zions Bancorporation
Utah
$1.17K
CSC
515
Caldwell Sutter Capital
California
$1.13K
MCM
516
MV Capital Management
Maryland
$977 +$281 +9 +41%
SIC
517
SJS Investment Consulting
Ohio
$946
TFM
518
TFC Financial Management
Massachusetts
$914
FC
519
Fairscale Capital
New Hampshire
$725
ATS
520
Ashton Thomas Securities
New York
$662 +$655 +21 New
SWA
521
SOA Wealth Advisors
New York
$640
MFG
522
Mendota Financial Group
Wisconsin
$505 +$499 +16 New
VAMG
523
Voisard Asset Management Group
Michigan
$505 +$499 +16 New
CA
524
CoreCap Advisors
Michigan
$441 +$436 +14 New
S
525
Sachetta
Massachusetts
$410

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.