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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
BCM
551
Bayesian Capital Management
New York
-$249K -7,997 Closed
KPWS
552
Kestra Private Wealth Services
Texas
-$245K -7,885 Closed
Korea Investment Corp
553
Korea Investment Corp
South Korea
-$221K -7,109 Closed
IPW
554
Impact Partnership Wealth
Georgia
-$214K -6,868 Closed
PP
555
Paloma Partners
Connecticut
-$213K -6,860 Closed
GC
556
Grimes & Company
Massachusetts
-$203K -6,514 Closed
EC
557
EntryPoint Capital
New York
-$135K -4,352 Closed
HFM
558
Harvest Fund Management
China
-$86K -2,759 Closed
GI
559
Gradient Investments
Minnesota
-$57.6K -1,851 Closed
SSG
560
Summit Securities Group
New York
-$53K -1,712 Closed
FF
561
Friedenthal Financial
New Jersey
-$50.8K -1,632 Closed
IC
562
Innealta Capital
Texas
-$38.5K -1,239 Closed
TFA
563
Toth Financial Advisory
Virginia
-$34.1K -1,095 Closed
HT
564
Headlands Technologies
Illinois
-$24.5K -787 Closed
PFA
565
Pathway Financial Advisers
Indiana
-$20.7K -665 Closed
ADL
566
Asset Dedication LLC
California
-$13.8K -443 Closed
DSC
567
Duncker Streett & Co
Missouri
-$9.33K -300 Closed
RWMG
568
Redwood Wealth Management Group
New Jersey
-$6.22K -200 Closed
TFF
569
The Family Firm
Maryland
-$5.99K -192 Closed
AFWM
570
Abich Financial Wealth Management
Virginia
-$2.46K -79 Closed
ATPW
571
Ashton Thomas Private Wealth
Arizona
-$2.18K -70 Closed
GLR
572
Great Lakes Retirement
Ohio
-$1.87K -60 Closed
PSB
573
Piscataqua Savings Bank
New Hampshire
-$1.77K -57 Closed
CHA
574
Carmichael Hill & Associates
Maryland
-$1.59K -51 Closed
LFA
575
Legend Financial Advisors
Pennsylvania
-$1.59K -51 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.