LNC icon

Lincoln National
LNC

Overview Fund Activity

625 hedge funds and large institutions have $6.07B invested in Lincoln National in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 216 increasing their positions, 221 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-21
Holders Change %
-3.25%
% of All Funds
10.57%
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
216
Reduced
221
Closed
84
Calls
$67.4M
Puts
$94.9M
Net Calls
-$27.5M
Net Calls Change
-$1.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$102M
2
BlackRock
BlackRock
New York
+$53.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$50.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$36.4M
5
Millennium Management
Millennium Management
New York
+$27.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.5M
3
AII
AGF Investments Inc
Ontario, Canada
-$31M
4
Korea Investment Corp
Korea Investment Corp
South Korea
-$30.6M
5
State Street
State Street
Massachusetts
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
601
Antonetti Capital Management
Florida
$3K – – –
SC
602
Schubert & Co
Texas
$3K +$1.66K +31 +124%
PWMG
603
Prestige Wealth Management Group
New Jersey
$3K +$2.09K +39 +229%
MHR
604
Matthew Hamilton Rosenberg
$3K +$3K +53 New
TAIM
605
TD Ameritrade Investment Management
Nebraska
$2K -$11.7K -204 -85%
WTA
606
Washington Trust Advisors
Massachusetts
$2K -$1.23K -32 -38%
PGAM
607
Princeton Global Asset Management
New Jersey
$2K – – –
BWM
608
BerganKDV Wealth Management
Minnesota
$2K – – –
CHA
609
Carmichael Hill & Associates
Maryland
$2K – – –
TWP
610
TFO Wealth Partners
Ohio
$2K +$2K +47 New
GFPC
611
Global Financial Private Client
Florida
$1.19K – – –
SWA
612
SOA Wealth Advisors
New York
$1K -$3.81K -118 -79%
JWA
613
JFS Wealth Advisors
Pennsylvania
$1K -$6.58K -79 -87%
DI
614
Disciplined Investments
Oklahoma
$1K -$733 -11 -42%
CWM
615
Curi Wealth Management
North Carolina
$1K – – –
RG
616
Retirement Group
California
$1K – – –
SFA
617
Semmax Financial Advisors
North Carolina
$1K +$45 +1 +5%
TFGT
618
TS Financial Group (TSFG)
Illinois
$1K +$1K +30 New
EBA
619
Eagle Bay Advisors
New York
$842 +$842 +18 New
ACA
620
Atlas Capital Advisors
Wyoming
$748 -$103K -2,212 -99%
AR
621
Apeiron RIA
Texas
$254 +$254 +544 New
ONST
622
Old North State Trust
North Carolina
$218 – – –
AII
623
AGF Investments Inc
Ontario, Canada
– -$31M -474,964 Closed
HF
624
HRT Financial
New York
– -$13.4M -205,721 Closed
AWA
625
Aaron Wealth Advisors
Illinois
– -$793K -51,830 Closed
23 24
25
26 27