Lincoln National
495 hedge funds and large institutions have $3.18B invested in Lincoln National in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 166 reducing their positions, and 67 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
12% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 67
9% more capital invested
Capital invested by funds: $2.91B → $3.18B (+$266M)
1% more funds holding
Funds holding: 490 → 495 (+5)
10% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 166
3.79% less ownership
Funds ownership: 76.83% → 73.04% (-3.8%)
23% less call options, than puts
Call options by funds: $100M | Put options by funds: $130M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Moore Capital Management
New York
|
+$30M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$25.8M |
| 3 |
Morgan Stanley
New York
|
+$22.5M |
| 4 |
Goldman Sachs
New York
|
+$21.1M |
| 5 |
D.E. Shaw & Co
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$65.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$29.9M |
| 3 |
Barclays
London,
United Kingdom
|
-$27.4M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$21.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$20.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CM
551
Cornerstone Management
Duluth,
Georgia
| – | -$7.87K | -350 | Closed |
|
|
BWM
552
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$4.94K | -220 | Closed |
|
553
Lazard Asset Management
New York
| – | -$4.26K | -194 | -90% |
|
|
TFP
554
Tilia Fiduciary Partners
Wilmington,
North Carolina
| – | -$3.37K | -150 | Closed |
|
|
ETC
555
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$1.64K | -73 | Closed |
|
|
SC
556
Schubert & Co
Mckinney,
Texas
| – | -$1.28K | -57 | Closed |
|
|
BBHC
557
Brown Brothers Harriman & Co
New York
| – | -$786 | -35 | Closed |
|
|
TWA
558
TCI Wealth Advisors
Tucson,
Arizona
| – | -$742 | -33 | Closed |
|
|
CAC
559
Core Alternative Capital
Peachtree Corners,
Georgia
| – | -$584 | -26 | Closed |
|
|
GFPC
560
Global Financial Private Client
Sarasota,
Florida
| – | -$559 | -25 | Closed |
|
|
EBA
561
Eagle Bay Advisors
New York
| – | -$404 | -18 | Closed |
|
LNC Hedge Fund Activity: Q2 2023 in Review
495 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2023, worth a combined $3.18B — up 9.1% from $2.91B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new LNC positions and 67 closed out — a net gain of 8 holders — while 182 added to existing stakes and 166 trimmed.
The largest buyer was Moore Capital Management, opening a new position worth an estimated $30M. The largest seller was Millennium Management, cutting an estimated $65.7M.
- 495 institutional investors held Lincoln National (LNC) as of Q2 2023, up from 490 in Q1 2023.
- Funds reported $3.18B of Lincoln National stock for Q2 2023, up 9.1% quarter-over-quarter.
- 75 funds opened new Lincoln National positions in Q2 2023 and 67 closed out, a net change of +8 holders.
- The largest Lincoln National buyer in Q2 2023 was Moore Capital Management, an estimated $30M added.
- The largest Lincoln National seller in Q2 2023 was Millennium Management, an estimated $65.7M sold.
Based on aggregated 13F filings for Q2 2023.