Lincoln National
617 hedge funds and large institutions have $5.87B invested in Lincoln National in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 221 increasing their positions, 222 reducing their positions, and 65 closing their positions.
28% more call options, than puts
Call options by funds: $99.5M | Put options by funds: $77.8M
3.08% more ownership
Funds ownership: 75.94% → 79.02% (+3.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 222
4% less capital invested
Capital invested by funds: $6.08B → $5.87B (-$219M)
2% less funds holding
Funds holding: 629 → 617 (-12)
11% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$83.1M |
| 2 |
State Street
Boston,
Massachusetts
|
+$78.4M |
| 3 |
Goldman Sachs
New York
|
+$44.4M |
| 4 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
+$34.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$48.6M |
| 2 |
BlackRock
New York
|
-$26M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$24.1M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$23.1M |
| 5 |
JP Morgan Chase
New York
|
-$22.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RG
676
Retirement Group
San Diego,
California
| – | -$1K | -14 | Closed |
|
|
CWM
677
Curi Wealth Management
Raleigh,
North Carolina
| – | -$1K | -13 | Closed |
|
|
WWM
678
Wolff Wiese Magana
Carslbad,
California
| – | -$241 | -5 | -50% |
|
679
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | +$482 | +10 | New |
|
LNC Hedge Fund Activity: Q3 2022 in Review
617 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2022, worth a combined $5.87B — down 3.6% from $6.08B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of LNC and 58 opened new positions — a net loss of 7 holders — while 222 trimmed existing stakes and 221 added.
The largest buyer was Ameriprise, adding an estimated $83.1M. The largest seller was Fidelity Investments, cutting an estimated $48.6M.
- 617 institutional investors held Lincoln National (LNC) as of Q3 2022, down from 629 in Q2 2022.
- Funds reported $5.87B of Lincoln National stock for Q3 2022, down 3.6% quarter-over-quarter.
- 58 funds opened new Lincoln National positions in Q3 2022 and 65 closed out, a net change of -7 holders.
- The largest Lincoln National buyer in Q3 2022 was Ameriprise, an estimated $83.1M added.
- The largest Lincoln National seller in Q3 2022 was Fidelity Investments, an estimated $48.6M sold.
Based on aggregated 13F filings for Q3 2022.