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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
Citadel Advisors
76
Citadel Advisors
Florida
$10.2M +$10.5M +184,457 +542%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$10.1M -$777K -13,622 -6%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$9.85M -$1.35M -23,653 -10%
Principal Financial Group
79
Principal Financial Group
Iowa
$9.63M -$143K -2,508 -1%
EIP
80
Easterly Investment Partners
Massachusetts
$9.47M +$274K +4,802 +2%
GIA
81
Gateway Investment Advisers
Ohio
$9.2M -$4.12M -72,222 -27%
PFC
82
Poplar Forest Capital
California
$9.04M -$3.71M -65,042 -25%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$9.02M +$518K +9,083 +5%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$8.97M +$159K +2,781 +1%
Two Sigma Advisers
85
Two Sigma Advisers
New York
$8.88M +$3.39M +59,500 +46%
BGIM
86
Brandywine Global Investment Management
Pennsylvania
$8.58M +$484K +8,481 +5%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$8.47M -$1.35M -23,735 -12%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$7.87M +$3.96M +69,400 +70%
Canada Life
89
Canada Life
Manitoba, Canada
$7.74M +$154K +2,700 +2%
KBC Group
90
KBC Group
Belgium
$7.67M +$836K +14,658 +10%
PCM
91
Prana Capital Management
Connecticut
$7.67M +$9.35M +163,939 New
CI Investments Inc
92
CI Investments Inc
Ontario, Canada
$7.6M -$280K -4,912 -3%
CCM
93
Cinctive Capital Management
New York
$7.55M +$7.14M +125,170 +346%
KCM
94
Kempner Capital Management
Texas
$7.47M +$34.2K +600 +0.4%
CSS
95
Cubist Systematic Strategies
Connecticut
$7.42M +$5.71M +100,107 +171%
JAM
96
Jupiter Asset Management
United Kingdom
$7.29M -$2.37M -41,483 -21%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$7.07M -$2.82M -49,403 -25%
Swedbank
98
Swedbank
Sweden
$6.86M +$684 +12 +0%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$6.84M +$1.43M +25,113 +21%
IP
100
Interval Partners
New York
$6.14M -$5.65M -99,100 -43%

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.