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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
OPERF
151
Oregon Public Employees Retirement Fund
Oregon
$2.86M -$148K -2,592 -4%
EAM
152
Erste Asset Management
Austria
$2.84M -$58.2K -1,020 -2%
AG
153
Algert Global
California
$2.83M +$3.46M +60,594 New
FAF
154
Fjarde Ap-fonden
Sweden
$2.8M -$291K -5,100 -8%
WC
155
Woodstock Corp
Massachusetts
$2.75M +$756K +13,248 +29%
Jane Street
156
Jane Street
New York
$2.68M -$4.09M -71,711 -56%
Walleye Trading
157
Walleye Trading
New York
$2.67M +$2.01M +35,191 +161%
Capital Fund Management (CFM)
158
Capital Fund Management (CFM)
France
$2.65M +$3.23M +56,586 New
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$2.62M -$570K -9,991 -15%
ERSOT
160
Employees Retirement System of Texas
Texas
$2.62M +$3.19M +56,000 New
Stifel Financial
161
Stifel Financial
Missouri
$2.59M -$20.5K -360 -0.6%
ECM
162
ExodusPoint Capital Management
New York
$2.59M +$3.15M +55,294 New
UA
163
Unison Advisors
District of Columbia
$2.56M +$21K +369 +0.7%
Parallax Volatility Advisers
164
Parallax Volatility Advisers
California
$2.51M +$1.82M +31,960 +147%
Retirement Systems of Alabama
165
Retirement Systems of Alabama
Alabama
$2.51M -$91.6K -1,607 -3%
BCI
166
Brinker Capital Investments
Pennsylvania
$2.45M -$371K -6,512 -11%
SOMRS
167
State of Michigan Retirement System
Michigan
$2.43M +$62.7K +1,100 +2%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$2.43M +$193K +3,385 +7%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$2.41M -$357K -6,262 -11%
RJFSA
170
Raymond James Financial Services Advisors
Florida
$2.37M +$421K +7,380 +17%
TWM
171
Thrive Wealth Management
Pennsylvania
$2.29M
LS
172
Livforsakringsbolaget Skandia
Sweden
$2.29M -$137K -2,400 -5%
Two Sigma Investments
173
Two Sigma Investments
New York
$2.23M +$1.05M +18,496 +63%
PCM
174
Penn Capital Management
Pennsylvania
$2.15M -$326K -5,709 -11%
ASRS
175
Arizona State Retirement System
Arizona
$2.14M -$118K -2,063 -4%

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.