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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
HIA
601
Harbor Investment Advisory
Maryland
$3K -$514K -9,016 -99%
FPS
602
Fieldpoint Private Securities
Connecticut
$3K -$4.85K -85 -61%
ACM
603
Antonetti Capital Management
Florida
$3K
MA
604
MCF Advisors
Kentucky
$3K
VCM
605
Versant Capital Management
Arizona
$3K
SC
606
Schubert & Co
Texas
$3K +$1.77K +31 +124%
PWMG
607
Prestige Wealth Management Group
New Jersey
$3K +$2.22K +39 +229%
MHR
608
Matthew Hamilton Rosenberg
$3K +$3.02K +53 New
TAIM
609
TD Ameritrade Investment Management
Nebraska
$2K -$11.6K -204 -85%
WTA
610
Washington Trust Advisors
Massachusetts
$2K -$1.82K -32 -38%
BWM
611
BerganKDV Wealth Management
Minnesota
$2K
CHA
612
Carmichael Hill & Associates
Maryland
$2K
PGAM
613
Princeton Global Asset Management
New Jersey
$2K
TWP
614
TFO Wealth Partners
Ohio
$2K +$2.68K +47 New
GFPC
615
Global Financial Private Client
Florida
$1.19K
SWA
616
SOA Wealth Advisors
New York
$1K -$6.73K -118 -79%
JWA
617
JFS Wealth Advisors
Pennsylvania
$1K -$4.5K -79 -87%
DI
618
Disciplined Investments
Oklahoma
$1K -$627 -11 -42%
CWM
619
Curi Wealth Management
North Carolina
$1K
RG
620
Retirement Group
California
$1K
SFA
621
Semmax Financial Advisors
North Carolina
$1K +$57 +1 +5%
TFGT
622
TS Financial Group (TSFG)
Illinois
$1K +$1.71K +30 New
EBA
623
Eagle Bay Advisors
New York
$842 +$1.03K +18 New
ACA
624
Atlas Capital Advisors
Wyoming
$748 -$126K -2,212 -99%
AR
625
Apeiron RIA
Texas
$254 +$31K +544 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.