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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
FT
651
Fiduciary Trust
Massachusetts
-$280K -4,283 Closed
WAM
652
Watershed Asset Management
California
-$277K -4,236 Closed
MHIC
653
Marble Harbor Investment Counsel
Massachusetts
-$271K -4,150 Closed
B
654
Barings
North Carolina
-$266K -4,069 Closed
CICI
655
Capital Investment Counsel Inc
North Carolina
-$264K -4,044 Closed
WP
656
WealthSource Partners
California
-$263K -4,028 Closed
CWM
657
Congress Wealth Management
Massachusetts
-$263K -4,018 Closed
FNT
658
First Nebraska Trust
Nebraska
-$263K -4,018 Closed
DIP
659
DT Investment Partners
Pennsylvania
-$261K -4,000 Closed
GF
660
Gries Financial
Ohio
-$261K -4,000 Closed
HKIM
661
Hayek Kallen Investment Management
Alabama
-$261K -4,000 Closed
Luther King Capital Management (LKCM)
662
Luther King Capital Management (LKCM)
Texas
-$261K -4,000 Closed
AIM
663
Athena Investment Management
California
-$260K -3,930 Closed
Vontobel Holding
664
Vontobel Holding
Switzerland
-$262K -3,920 Closed
BWP
665
BSW Wealth Partners
Colorado
-$251K -3,843 Closed
CFG
666
Citizens Financial Group
Rhode Island
-$247K -3,776 Closed
SWP
667
Stratos Wealth Partners
Ohio
-$245K -3,746 Closed
DT
668
Diversified Trust
Tennessee
-$243K -3,721 Closed
SB
669
Sunflower Bank
Texas
-$241K -3,691 Closed
FI
670
Fractal Investments
Connecticut
-$241K -3,687 Closed
CGL
671
Clarius Group LLC
Washington
-$248K -3,632 Closed
FMWA
672
Forvis Mazars Wealth Advisors
Missouri
-$235K -3,593 Closed
HI
673
Horizon Investments
North Carolina
-$233K -3,592 Closed
P
674
Pitcairn
Pennsylvania
-$231K -3,538 Closed
CS
675
Comerica Securities
Michigan
-$231K -3,527 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.