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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
ONST
626
Old North State Trust
North Carolina
$218
AII
627
AGF Investments Inc
Ontario, Canada
-$31M -474,964 Closed
HF
628
HRT Financial
New York
-$13.4M -205,721 Closed
AWA
629
Aaron Wealth Advisors
Illinois
-$793K -51,830 Closed
E
630
Ergoteles
New York
-$3.31M -50,564 Closed
PFM
631
Patton Fund Management
Texas
-$2.38M -36,368 Closed
MSL
632
Mackay Shields LLC
New York
-$1.53M -23,487 Closed
HHAM
633
HITE Hedge Asset Management
Massachusetts
-$1.53M -23,381 Closed
CCIA
634
Campbell & Co Investment Adviser
Maryland
-$1.36M -20,812 Closed
Voloridge Investment Management
635
Voloridge Investment Management
Florida
-$1.34M -20,549 Closed
WAM
636
Weiss Asset Management
Massachusetts
-$1.29M -19,717 Closed
IIM
637
InTrack Investment Management
Vermont
-$1.19M -18,213 Closed
Simplex Trading
638
Simplex Trading
Illinois
-$867K -15,205 Closed
AWS
639
Atria Wealth Solutions
New York
-$976K -14,936 Closed
QC
640
Quadrature Capital
United Kingdom
-$696K -10,654 Closed
HMS
641
Hanseatic Management Services
New Mexico
-$558K -8,534 Closed
Group One Trading
642
Group One Trading
Illinois
-$479K -8,393 Closed
SP
643
Symmetry Partners
Connecticut
-$489K -7,480 Closed
IC
644
IEQ Capital
California
-$454K -6,950 Closed
CAM
645
Cresset Asset Management
Illinois
-$397K -6,083 Closed
APP
646
Alpha Paradigm Partners
Illinois
-$339K -5,193 Closed
FWIA
647
Fort Washington Investment Advisors
Ohio
-$324K -4,955 Closed
QCM
648
Quantinno Capital Management
New York
-$311K -4,758 Closed
LC
649
Lavaca Capital
Texas
-$303K -4,632 Closed
BCM
650
Brookstone Capital Management
Illinois
-$274K -4,300 Closed

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.