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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
HPC
526
HM Payson & Co
Maine
$48K
WT
527
Washington Trust
Rhode Island
$47K
CWC
528
Carolinas Wealth Consulting
North Carolina
$44K
AssetMark Inc
529
AssetMark Inc
California
$43K
FHA
530
First Horizon Advisors
Tennessee
$40K +$9.47K +166 +24%
GCM
531
Gladius Capital Management
Illinois
$39K -$47.7K -837 -50%
DCM
532
Dupont Capital Management
Delaware
$39K -$7.64K -134 -14%
AF
533
Advisornet Financial
Minnesota
$38K +$6.84K +120 +18%
PFBT
534
Parkside Financial Bank & Trust
Missouri
$37K -$30.6K -537 -40%
OC
535
Oakworth Capital
Alabama
$36K
Lazard Asset Management
536
Lazard Asset Management
New York
$35K +$513 +9 +1%
HNWAG
537
High Net Worth Advisory Group
Florida
$34K
HI
538
Harbour Investments
Wisconsin
$34K +$40.9K +717 New
HDIM
539
Hanson & Doremus Investment Management
Vermont
$33K +$11.7K +206 +42%
LC
540
Lindbrook Capital
California
$31K -$8.38K -147 -18%
ANBT
541
American National Bank & Trust
Texas
$31K
CDIA
542
Capital Directions Investment Advisors
Georgia
$28K
TWA
543
TCI Wealth Advisors
Arizona
$27K +$1.6K +28 +5%
AP
544
Arlington Partners
Alabama
$27K +$33K +579 New
Jones Financial Companies
545
Jones Financial Companies
Missouri
$25K +$22.8K +400 +294%
ST
546
Smithfield Trust
Pennsylvania
$24K
VNA
547
Valley National Advisers
Pennsylvania
$24K
A
548
AustralianSuper
Australia
$23.9K +$3.3M +57,891 +13%
DGAM
549
Desjardins Global Asset Management
Quebec, Canada
$23K -$4.96K -87 -15%
HCM
550
Highlander Capital Management
New Jersey
$23K

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.