We are live on ! Find out more
LNC icon

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
AAF
101
Andra AP-fonden
Sweden
$6.04M +$7.36M +129,100 New
Marshall Wace
102
Marshall Wace
United Kingdom
$5.95M +$7.25M +127,200 New
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$5.71M -$883K -15,477 -11%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$5.63M +$246K +4,322 +4%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.62M -$1.02M -17,868 -13%
SO
106
STRS Ohio
Ohio
$5.46M -$134K -2,348 -2%
Capstone Investment Advisors
107
Capstone Investment Advisors
New York
$5.29M +$3.35M +58,710 +108%
Mitsubishi UFJ Asset Management
108
Mitsubishi UFJ Asset Management
Japan
$5.07M +$1.41M +24,796 +30%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$4.92M +$646K +11,328 +12%
SDIC
110
South Dakota Investment Council
South Dakota
$4.92M
National Pension Service
111
National Pension Service
South Korea
$4.84M +$752K +13,194 +15%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$4.79M +$3.96M +69,492 +212%
Franklin Resources
113
Franklin Resources
California
$4.78M +$110K +1,932 +2%
ERIC
114
Eagle Rock Investment Company
Georgia
$4.78M -$1.21M -21,273 -17%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$4.57M -$145K -2,534 -3%
CSPAM
116
Cary Street Partners Asset Management
Virginia
$4.55M +$138K +2,422 +3%
MSV
117
MN Services Vermogensbeheer
Netherlands
$4.5M -$1.82M -32,000 -25%
Caisse de Depot et Placement du Quebec (CDPQ)
118
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.5M -$86.2M -1,511,200 -94%
Allspring Global Investments
119
Allspring Global Investments
North Carolina
$4.5M -$157K -2,758 -3%
JMPWA
120
JP Morgan Private Wealth Advisors
California
$4.47M -$392K -6,872 -7%
SIC
121
Salem Investment Counselors
North Carolina
$4.44M +$4.82M +84,445 +798%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$4.34M +$580K +10,178 +12%
RJA
123
Raymond James & Associates
Florida
$4.32M -$1.27M -22,306 -19%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$4.28M -$382K -6,691 -7%
LPL Financial
125
LPL Financial
California
$4.27M +$2.23M +39,093 +75%

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.