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Lincoln National

633 hedge funds and large institutions have $9.72B invested in Lincoln National in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 239 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

63% more call options, than puts

Call options by funds: $179M | Put options by funds: $110M

7% more capital invested

Capital invested by funds: $9.11B → $9.72B (+$611M)

2% more funds holding

Funds holding: 618633 (+15)

1.06% less ownership

Funds ownership: 76.52%75.46% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 239

Holders
633
Holders Change
+15
Holders Change %
+2.43%
% of All Funds
11.08%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
199
Reduced
239
Closed
38
Calls
$179M
Puts
$110M
Net Calls
+$68.9M
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
B
651
BP
United Kingdom
-$362K -5,756 Closed
WCM
652
Weld Capital Management
New York
-$357K -5,678 Closed
CIBC World Market
653
CIBC World Market
Ontario, Canada
-$250K -3,983 Closed
E
654
Ergoteles
New York
-$246K -3,918 Closed
GCP
655
GSA Capital Partners
United Kingdom
-$231K -3,673 Closed
CCM
656
Coldstream Capital Management
Washington
-$217K -3,455 Closed
BAM
657
Blueshift Asset Management
New Jersey
-$216K -3,431 Closed
LSAG
658
Lake Street Advisors Group
New Hampshire
-$225K -3,183 Closed
PI
659
PGGM Investments
Netherlands
-$173K -2,759 Closed
CLOS
660
Compagnie Lombard Odier SCmA
Switzerland
-$88K -1,400 Closed
MC
661
Maverick Capital
Texas
-$48K -767 Closed
SAM
662
Shell Asset Management
Netherlands
-$46K -727 Closed
SCA
663
Stonebridge Capital Advisors
Minnesota
-$42K -678 Closed
CFO
664
CVA Family Office
Colorado
-$36K -570 Closed
CSPIA
665
Cary Street Partners Investment Advisory
Virginia
-$25K -400 Closed
EFSCE
666
Enterprise Financial Services Corp (EFSC)
Missouri
-$22K -352 Closed
M1FG
667
Mach-1 Financial Group
Arkansas
-$15K -254 Closed
RDWM
668
Red Door Wealth Management
Tennessee
-$7K -125 Closed
AWM
669
Accel Wealth Management
Iowa
-$8K -120 Closed
DFCM
670
Dark Forest Capital Management
Puerto Rico
-$6K -102 Closed
FPW
671
Flagship Private Wealth
Massachusetts
-$4.04K -66 Closed

LNC Hedge Fund Activity: Q3 2021 in Review

633 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2021, worth a combined $9.72B — up 6.7% from $9.11B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new LNC positions and 38 closed out — a net gain of 26 holders — while 199 added to existing stakes and 239 trimmed.

The largest buyer was Vanguard Group, adding an estimated $63.2M. The largest seller was Fidelity Investments, cutting an estimated $91.7M.

  • 633 institutional investors held Lincoln National (LNC) as of Q3 2021, up from 618 in Q2 2021.
  • Funds reported $9.72B of Lincoln National stock for Q3 2021, up 6.7% quarter-over-quarter.
  • 64 funds opened new Lincoln National positions in Q3 2021 and 38 closed out, a net change of +26 holders.
  • The largest Lincoln National buyer in Q3 2021 was Vanguard Group, an estimated $63.2M added.
  • The largest Lincoln National seller in Q3 2021 was Fidelity Investments, an estimated $91.7M sold.

Based on aggregated 13F filings for Q3 2021.