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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
WWM
526
Wolff Wiese Magana
California
$316
AWM
527
Abound Wealth Management
Tennessee
$253 +$249 +8 New
JFGIW
528
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32
Point72 Asset Management
529
Point72 Asset Management
Connecticut
-$19.2M -616,288 Closed
EP
530
Edgestream Partners
New Jersey
-$4.25M -136,781 Closed
Adage Capital Partners
531
Adage Capital Partners
Massachusetts
-$3.11M -100,000 Closed
Simplex Trading
532
Simplex Trading
Illinois
-$2.01M -64,559 Closed
Connor, Clark & Lunn Investment Management (CC&L)
533
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.66M -53,469 Closed
FRM
534
Fox Run Management
Connecticut
-$1.52M -48,830 Closed
CIBC World Market
535
CIBC World Market
Ontario, Canada
-$1.52M -48,804 Closed
UM
536
UniSuper Management
Australia
-$1.1M -35,246 Closed
NRD
537
Nebula Research & Development
New York
-$850K -27,337 Closed
I
538
InceptionR
California
-$757K -24,352 Closed
OQS
539
Occudo Quantitative Strategies
Florida
-$719K -23,122 Closed
SG Americas Securities
540
SG Americas Securities
New York
-$673K -21,645 Closed
JIP
541
Jaffetilchin Investment Partners
Florida
-$629K -20,241 Closed
LIP
542
Lighthouse Investment Partners
Florida
-$468K -15,033 Closed
EAM
543
Empirical Asset Management
Massachusetts
-$393K -12,647 Closed
Lazard Asset Management
544
Lazard Asset Management
New York
-$371K -11,886 -100%
CC
545
Centiva Capital
New York
-$346K -11,110 Closed
APCM
546
Arbiter Partners Capital Management
New York
-$342K -11,000 Closed
GS
547
GTS Securities
New York
-$342K -10,958 Closed
SP
548
Symmetry Partners
Connecticut
-$326K -10,478 Closed
SP
549
Systematic Portfolios
New York
-$276K -8,867 Closed
SA
550
SpiderRock Advisors
Delaware
-$251K -8,057 Closed

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.