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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
ME
576
McIlrath & Eck
Washington
$9K
BTI
577
Blue Trust Inc
Georgia
$9K +$8.04K +141 New
AWM
578
Atticus Wealth Management
Florida
$9K +$11.4K +200 New
AIC
579
Archer Investment Corporation
Indiana
$7.39K
CFO
580
CVA Family Office
Colorado
$7K -$27.9K -490 -77%
JFGIW
581
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K -$2.57K -45 -22%
SC
582
SouthState Corp
Florida
$7K
MCM
583
MV Capital Management
Maryland
$7K +$1.65K +29 +26%
APA
584
American Portfolios Advisors
New York
$6.92K -$2.05K -36 -20%
GKIM
585
GW&K Investment Management
Massachusetts
$6K +$3.88K +68 +113%
Bank of Montreal
586
Bank of Montreal
Ontario, Canada
$5.45K -$333K -5,843 -5%
CTC
587
Central Trust Company
Missouri
$5K
EARNEST Partners
588
EARNEST Partners
Georgia
$5K
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$5K
NIC
590
Northwest Investment Counselors
Oregon
$5K
PSB
591
Piscataqua Savings Bank
New Hampshire
$5K
BIA
592
Bell Investment Advisors
California
$5K +$5.76K +101 New
TC
593
Truvestments Capital
Florida
$5K +$6.39K +112 New
SWA
594
Sutton Wealth Advisors
Florida
$4.49K -$456 -8 -8%
CAM
595
ClariVest Asset Management
California
$4K -$527K -9,239 -99%
SWM
596
Spire Wealth Management
Virginia
$4K -$3.71K -65 -46%
MPWT
597
MassMutual Private Wealth & Trust
Connecticut
$4K -$741 -13 -13%
MCM
598
Manchester Capital Management
Vermont
$4K
PK
599
Pflug Koory
Nebraska
$4K
CA
600
Crewe Advisors
Utah
$4K +$4.68K +82 New

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.