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Lincoln National
LNC

Overview Fund Activity

625 hedge funds and large institutions have $6.07B invested in Lincoln National in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 216 increasing their positions, 221 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-21
Holders Change %
-3.25%
% of All Funds
10.57%
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
216
Reduced
221
Closed
84
Calls
$67.4M
Puts
$94.9M
Net Calls
-$27.5M
Net Calls Change
-$1.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$102M
2
BlackRock
BlackRock
New York
+$53.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$50.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$36.4M
5
Millennium Management
Millennium Management
New York
+$27.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.5M
3
AII
AGF Investments Inc
Ontario, Canada
-$31M
4
Korea Investment Corp
Korea Investment Corp
South Korea
-$30.6M
5
State Street
State Street
Massachusetts
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CICI
651
Capital Investment Counsel Inc
North Carolina
– -$264K -4,044 Closed
WP
652
WealthSource Partners
California
– -$263K -4,028 Closed
CWM
653
Congress Wealth Management
Massachusetts
– -$263K -4,018 Closed
Luther King Capital Management (LKCM)
654
Luther King Capital Management (LKCM)
Texas
– -$261K -4,000 Closed
DIP
655
DT Investment Partners
Pennsylvania
– -$261K -4,000 Closed
GF
656
Gries Financial
Ohio
– -$261K -4,000 Closed
HKIM
657
Hayek Kallen Investment Management
Alabama
– -$261K -4,000 Closed
AIM
658
Athena Investment Management
California
– -$260K -3,930 Closed
Vontobel Holding
659
Vontobel Holding
Switzerland
– -$262K -3,920 Closed
BWP
660
BSW Wealth Partners
Colorado
– -$251K -3,843 Closed
CFG
661
Citizens Financial Group
Rhode Island
– -$247K -3,776 Closed
SWP
662
Stratos Wealth Partners
Ohio
– -$245K -3,746 Closed
DT
663
Diversified Trust
Tennessee
– -$243K -3,721 Closed
SB
664
Sunflower Bank
Texas
– -$241K -3,691 Closed
FI
665
Fractal Investments
Connecticut
– -$241K -3,687 Closed
CGL
666
Clarius Group LLC
Washington
– -$248K -3,632 Closed
FMWA
667
Forvis Mazars Wealth Advisors
Missouri
– -$235K -3,593 Closed
HI
668
Horizon Investments
North Carolina
– -$233K -3,592 Closed
P
669
Pitcairn
Pennsylvania
– -$231K -3,538 Closed
CS
670
Comerica Securities
Michigan
– -$231K -3,527 Closed
VCAM
671
Van Cleef Asset Management
Ohio
– -$229K -3,500 Closed
EF
672
Empirical Finance
Pennsylvania
– -$228K -3,482 Closed
AWM
673
Affinity Wealth Management
Delaware
– -$224K -3,436 Closed
LFAS
674
Level Four Advisory Services
Texas
– -$224K -3,424 Closed
WA
675
Waddell & Associates
Tennessee
– -$222K -3,400 Closed
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