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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
AIM
551
Achmea Investment Management
Netherlands
$22K
LFG
552
Larson Financial Group
Missouri
$22K +$228 +4 +0.9%
SSG
553
Summit Securities Group
New York
$21K +$15.5K +271 +161%
GWM
554
Geneos Wealth Management
Colorado
$19K -$22.8K -400 -49%
IAS
555
IMA Advisory Services
Colorado
$19K +$2.85K +50 +14%
PFS
556
Prospera Financial Services
Texas
$18K -$100K -1,759 -82%
GRP
557
Global Retirement Partners
California
$17K +$1.25K +22 +6%
Loomis, Sayles & Company
558
Loomis, Sayles & Company
Massachusetts
$17K +$1.6K +28 +8%
CM
559
Cornerstone Management
Georgia
$16.4K
PCG
560
Private Capital Group
Connecticut
$16K -$7.7K -135 -28%
S
561
Surevest
California
$16K
TFP
562
Tilia Fiduciary Partners
North Carolina
$16K
EW
563
Evoke Wealth
California
$15K -$2.05K -36 -10%
BBHC
564
Brown Brothers Harriman & Co
New York
$15K +$1.2K +21 +7%
EWA
565
EverSource Wealth Advisors
Alabama
$14K -$1.37K -24 -8%
HFS
566
HBC Financial Services
Washington
$14K
GWS
567
Glassman Wealth Services
Virginia
$12K -$14.3K -250 -50%
AFS
568
Annapolis Financial Services
Maryland
$12K
COCM
569
Charter Oak Capital Management
New Hampshire
$12K
PTC
570
Private Trust Company
Ohio
$11K +$13.2K +231 New
CI
571
CX Institutional
Indiana
$11K +$13.3K +233 New
CG
572
Cutler Group
California
$11K +$14.3K +250 New
CFG
573
CKW Financial Group
Hawaii
$10K
PCFFS
574
Pacific Center for Financial Services
California
$10K
AAP
575
Arax Advisory Partners
Colorado
$9K -$17.6K -308 -62%

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.