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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
OQS
126
Occudo Quantitative Strategies
Florida
$4.19M +$3.63M +63,706 +246%
Treasurer of the State of North Carolina
127
Treasurer of the State of North Carolina
North Carolina
$4.19M +$1.33M +23,285 +35%
MWM
128
Meridian Wealth Management
Kentucky
$4.17M +$5.09M +89,233 New
Aviva
129
Aviva
United Kingdom
$4.13M +$2.31M +40,456 +84%
SEI Investments
130
SEI Investments
Pennsylvania
$4.13M +$1.28M +22,499 +34%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.11M -$453K -7,942 -8%
N
132
Natixis
France
$4.08M +$2.75M +48,154 +124%
Comerica Bank
133
Comerica Bank
Texas
$3.81M +$277K +4,857 +7%
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$3.76M -$8.44K -148 -0.2%
PAMS
135
Pictet Asset Management (Switzerland)
Switzerland
$3.74M -$484K -8,480 -10%
IA
136
Icon Advisers
Colorado
$3.7M -$308K -5,400 -6%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$3.67M -$897K -15,723 -17%
PP
138
PDT Partners
New York
$3.56M +$2.93M +51,368 +208%
CIM
139
Cambria Investment Management
California
$3.54M +$431K +7,560 +11%
Aberdeen Group
140
Aberdeen Group
United Kingdom
$3.46M +$367K +6,444 +10%
Holocene Advisors
141
Holocene Advisors
New York
$3.41M +$4.16M +72,885 New
KCM
142
Kennedy Capital Management
Missouri
$3.36M -$105K -1,837 -2%
Asset Management One
143
Asset Management One
Japan
$3.31M -$234K -4,104 -5%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$3.18M -$248K -4,349 -6%
AB
145
Amalgamated Bank
New York
$3M +$1.13M +19,854 +45%
US Bancorp
146
US Bancorp
Minnesota
$2.99M -$55.8K -979 -2%
Rafferty Asset Management
147
Rafferty Asset Management
New York
$2.9M -$2.04M -35,742 -37%
MME
148
Meag Munich Ergo
Germany
$2.89M +$335K +5,877 +11%
Korea Investment Corp
149
Korea Investment Corp
South Korea
$2.88M -$37.3M -654,436 -91%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$2.87M -$2.27M -39,721 -39%

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.