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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
TAM
51
Todd Asset Management
Kentucky
$16M -$7.13M -125,060 -27%
CF
52
Cantor Fitzgerald
New York
$16M +$19.5M +341,322 New
WPC
53
Waters Parkerson & Co
Louisiana
$15.6M +$700K +12,267 +4%
SSA
54
Schonfeld Strategic Advisors
New York
$15.6M +$19M +333,899 New
Twin Tree Management
55
Twin Tree Management
Texas
$15.3M +$18.6M +326,251 New
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$14.6M +$936K +16,418 +6%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$14.4M +$1.08M +18,905 +7%
First Trust Advisors
58
First Trust Advisors
Illinois
$13.9M +$3.2M +56,073 +23%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$13.6M -$988K -17,328 -6%
KeyBank National Association
60
KeyBank National Association
Ohio
$13.5M -$15.3K -268 -0.1%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$12.9M +$9.01M +158,023 +134%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$12.2M +$8.13M +142,522 +120%
AWM
63
AE Wealth Management
Kansas
$12.1M +$4.93M +86,406 +50%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$11.9M +$4.36M +76,434 +43%
Axa
65
Axa
France
$11.3M -$1.83M -32,123 -12%
EVM
66
Eaton Vance Management
Massachusetts
$11.1M +$399K +7,001 +3%
SAM
67
Storebrand Asset Management
Norway
$10.9M +$65K +1,140 +0.5%
IIM
68
INTECH Investment Management
Florida
$10.9M +$13.2M +232,135 New
OAM
69
Oppenheimer Asset Management
New York
$10.8M -$799K -14,002 -6%
ACM
70
Advisors Capital Management
New Jersey
$10.7M +$425K +7,459 +3%
Man Group
71
Man Group
United Kingdom
$10.7M -$11M -193,140 Closed
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$10.3M -$50.9K -893 -0.4%
OHWP
73
Oak Harbor Wealth Partners
North Carolina
$10.3M +$3.14K +55 +0%
CIP
74
Chartwell Investment Partners
Pennsylvania
$10.3M -$2.54M -44,611 -17%
AllianceBernstein
75
AllianceBernstein
Tennessee
$10.2M -$1.01M -17,686 -7%

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.