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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
VCAM
676
Van Cleef Asset Management
Ohio
-$229K -3,500 Closed
EF
677
Empirical Finance
Pennsylvania
-$228K -3,482 Closed
AWM
678
Affinity Wealth Management
Delaware
-$224K -3,436 Closed
LFAS
679
Level Four Advisory Services
Texas
-$224K -3,424 Closed
WA
680
Waddell & Associates
Tennessee
-$222K -3,400 Closed
LCM
681
Laurion Capital Management
New York
-$216K -3,300 Closed
HFBOT
682
Home Federal Bank of Tennessee
Tennessee
-$214K -3,275 Closed
KA
683
KLCM Advisors
Wisconsin
-$213K -3,256 Closed
PRC
684
Pearl River Capital
Michigan
-$207K -3,172 Closed
ACM
685
Advance Capital Management
Michigan
-$207K -3,163 Closed
GA
686
Geller Advisors
New York
-$207K -3,163 Closed
OPS
687
Orion Portfolio Solutions
Nebraska
-$206K -3,153 Closed
BJL
688
Brighton Jones LLC
Washington
-$205K -3,135 Closed
PCMC
689
Paragon Capital Management (Colorado)
Colorado
-$204K -3,121 Closed
HW
690
Hancock Whitney
Mississippi
-$202K -3,092 Closed
FSA
691
Franklin Street Advisors
North Carolina
-$200K -3,067 Closed
LAS
692
Lloyd Advisory Services
Georgia
-$136K -2,080 Closed
ADL
693
Asset Dedication LLC
California
-$31K -471 Closed
TFO
694
Tarbox Family Office
California
-$24K -369 Closed
T
695
TCWP
Ohio
-$18K -278 Closed
M1FG
696
Mach-1 Financial Group
Arkansas
-$16K -258 Closed
GAM
697
Gemmer Asset Management
California
-$16K -247 Closed
FAG
698
Fortitude Advisory Group
Washington
-$13K -200 Closed
MA
699
MUFG Americas
New York
-$11K -163 Closed
PI
700
Parkside Investments
Illinois
-$9K -150 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.