Lincoln National
651 hedge funds and large institutions have $8.4B invested in Lincoln National in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 215 increasing their positions, 254 reducing their positions, and 67 closing their positions.
0.86% more ownership
Funds ownership: 74.12% → 74.98% (+0.86%)
3% less funds holding
Funds holding: 673 → 651 (-22)
7% less capital invested
Capital invested by funds: $9.07B → $8.4B (-$670M)
15% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 254
21% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 67
26% less call options, than puts
Call options by funds: $75.2M | Put options by funds: $102M
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$38.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$28.1M |
| 3 |
Renaissance Technologies
New York
|
+$22.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$19.1M |
| 5 |
Squarepoint
New York
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$100M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$71.4M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$47.3M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$46.4M |
| 5 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
-$46.1M |
LNC Hedge Fund Activity: Q1 2022 in Review
651 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2022, worth a combined $8.4B — down 7.4% from $9.07B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of LNC and 53 opened new positions — a net loss of 14 holders — while 254 trimmed existing stakes and 215 added.
The largest buyer was JP Morgan Chase, adding an estimated $38.6M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $100M sold.
- 651 institutional investors held Lincoln National (LNC) as of Q1 2022, down from 673 in Q4 2021.
- Funds reported $8.4B of Lincoln National stock for Q1 2022, down 7.4% quarter-over-quarter.
- 53 funds opened new Lincoln National positions in Q1 2022 and 67 closed out, a net change of -14 holders.
- The largest Lincoln National buyer in Q1 2022 was JP Morgan Chase, an estimated $38.6M added.
- The largest Lincoln National seller in Q1 2022 was Arrowstreet Capital, an estimated $100M sold.
Based on aggregated 13F filings for Q1 2022.