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Lincoln National

530 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 188 increasing their positions, 184 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

2% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 184

0% more capital invested

Capital invested by funds: $3.93B → $3.93B (+$591K)

0.46% less ownership

Funds ownership: 74.29%73.82% (-0.46%)

1% less funds holding

Funds holding: 534530 (-4)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

48% less call options, than puts

Call options by funds: $96M | Put options by funds: $186M

Holders
530
Holders Change
-4
Holders Change %
-0.75%
% of All Funds
7.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
49
Increased
188
Reduced
184
Closed
50
Calls
$96M
Puts
$186M
Net Calls
-$90.2M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$5.86M +$241K +7,725 +4%
CSS
77
Cubist Systematic Strategies
Connecticut
$5.75M +$740K +23,740 +15%
Millennium Management
78
Millennium Management
New York
$5.69M -$7.65M -245,263 -58%
GC
79
Gillson Capital
Illinois
$5.67M +$5.61M +180,000 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$5.56M -$128K -4,105 -2%
AllianceBernstein
81
AllianceBernstein
Tennessee
$5.45M +$308K +9,874 +6%
Robeco Institutional Asset Management
82
Robeco Institutional Asset Management
Netherlands
$5.37M +$3.16M +101,402 +147%
IA
83
Icon Advisers
Colorado
$5.27M +$1.84M +58,900 +54%
TI
84
Trexquant Investment
Connecticut
$5.24M +$4.69M +150,373 +943%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$5.17M -$262K -8,401 -5%
Barclays
86
Barclays
United Kingdom
$5.12M -$2.18M -69,905 -30%
RJA
87
Raymond James & Associates
Florida
$5.04M +$125K +4,005 +3%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$5.02M +$136K +4,365 +3%
KCM
89
Kempner Capital Management
Texas
$5.01M
SEI Investments
90
SEI Investments
Pennsylvania
$4.92M +$1.82M +58,348 +60%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$4.71M +$1.75M +55,992 +60%
IMRF
92
Illinois Municipal Retirement Fund
Illinois
$4.5M +$668K +21,422 +18%
KCM
93
Kennedy Capital Management
Missouri
$4.5M -$1.45M -46,483 -25%
Capital Fund Management (CFM)
94
Capital Fund Management (CFM)
France
$4.47M -$3.12M -100,202 -41%
Holocene Advisors
95
Holocene Advisors
New York
$4.34M +$2.4M +77,143 +127%
Tudor Investment Corp
96
Tudor Investment Corp
Connecticut
$4.27M +$440K +14,108 +12%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$4.22M -$234K -7,493 -5%
LIM
98
Loudon Investment Management
New Hampshire
$4.04M +$251K +8,040 +7%
BGIM
99
Brandywine Global Investment Management
Pennsylvania
$3.98M +$1.61M +51,652 +74%
WPC
100
Waters Parkerson & Co
Louisiana
$3.83M -$420K -13,465 -10%

LNC Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2024, worth a combined $3.93B — up 0.02% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of LNC and 49 opened new positions — a net loss of 1 holder — while 184 trimmed existing stakes and 188 added.

The largest buyer was International Assets Investment Management, adding an estimated $29.3M. The largest seller was Vanguard Group, cutting an estimated $36.3M.

  • 530 institutional investors held Lincoln National (LNC) as of Q3 2024, down from 534 in Q2 2024.
  • Funds reported $3.93B of Lincoln National stock for Q3 2024, up 0.02% quarter-over-quarter.
  • 49 funds opened new Lincoln National positions in Q3 2024 and 50 closed out, a net change of -1 holder.
  • The largest Lincoln National buyer in Q3 2024 was International Assets Investment Management, an estimated $29.3M added.
  • The largest Lincoln National seller in Q3 2024 was Vanguard Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.