Lincoln National
556 hedge funds and large institutions have $4B invested in Lincoln National in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 165 increasing their positions, 203 reducing their positions, and 45 closing their positions.
73% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 45
5% more funds holding
Funds holding: 530 → 556 (+26)
2% more capital invested
Capital invested by funds: $3.93B → $4B (+$78.1M)
0.25% more ownership
Funds ownership: 73.82% → 74.07% (+0.25%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
19% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 203
46% less call options, than puts
Call options by funds: $94.4M | Put options by funds: $174M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$57M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$38.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$23.6M |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$21.9M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$30.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$26.8M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$19.7M |
| 4 |
Two Sigma Investments
New York
|
-$15.2M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$14.6M |
LNC Hedge Fund Activity: Q4 2024 in Review
556 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2024, worth a combined $4B — up 2% from $3.93B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new LNC positions and 45 closed out — a net gain of 33 holders — while 165 added to existing stakes and 203 trimmed.
The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $57M. The largest seller was International Assets Investment Management, cutting an estimated $30.8M.
- 556 institutional investors held Lincoln National (LNC) as of Q4 2024, up from 530 in Q3 2024.
- Funds reported $4B of Lincoln National stock for Q4 2024, up 2% quarter-over-quarter.
- 78 funds opened new Lincoln National positions in Q4 2024 and 45 closed out, a net change of +33 holders.
- The largest Lincoln National buyer in Q4 2024 was Hennessy Advisors Inc, an estimated $57M added.
- The largest Lincoln National seller in Q4 2024 was International Assets Investment Management, an estimated $30.8M sold.
Based on aggregated 13F filings for Q4 2024.