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Lincoln National

491 hedge funds and large institutions have $3.17B invested in Lincoln National in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 163 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+5
Holders Change %
+1.03%
% of All Funds
7.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
75
Increased
181
Reduced
163
Closed
67
Calls
$100M
Puts
$130M
Net Calls
-$29.3M
Net Calls Change
+$930K
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$1.1M -$418K -16,215 -27%
SMDAM
152
Sumitomo Mitsui DS Asset Management
Japan
$1.1M +$283K +10,970 +35%
PIWA
153
Prevail Innovative Wealth Advisors
Kansas
$1.09M +$1.09M +42,439 New
SOMRS
154
State of Michigan Retirement System
Michigan
$1.09M -$198K -7,686 -15%
AIG
155
American International Group
New York
$1.08M -$1.52K -59 -0.1%
IIL
156
Insight Inv LLC
California
$1.07M +$291K +11,295 +37%
TIA
157
Trust Investment Advisors
Indiana
$1.06M +$93.9K +3,646 +10%
MIM
158
MetLife Investment Management
New Jersey
$1.03M -$35K -1,357 -3%
YIH
159
Y-Intercept (HK)
Hong Kong
$1.03M +$1.03M +40,059 New
Bessemer Group
160
Bessemer Group
New Jersey
$998K +$162K +6,309 +19%
SLWA
161
San Luis Wealth Advisors
California
$998K +$998K +38,738 New
DADC
162
D.A. Davidson & Co
Montana
$979K +$354K +13,742 +57%
TAM
163
Todd Asset Management
Kentucky
$970K +$517K +20,078 +114%
BCM
164
Birmingham Capital Management
Alabama
$969K +$77.3K +3,000 +9%
CAN
165
Cetera Advisor Networks
California
$955K +$71.8K +2,786 +8%
TCM
166
Teza Capital Management
Illinois
$945K +$3.79K +147 +0.4%
KBC Group
167
KBC Group
Belgium
$934K -$4.94M -191,898 -84%
OC
168
Oppenheimer & Co
New York
$931K -$28.5K -1,106 -3%
GS
169
GTS Securities
New York
$917K +$917K +35,592 New
Retirement Systems of Alabama
170
Retirement Systems of Alabama
Alabama
$903K -$269K -10,447 -23%
API
171
Advisor Partners II
California
$882K +$424K +16,454 +93%
HighTower Advisors
172
HighTower Advisors
Illinois
$881K +$587K +22,810 +199%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$881K +$118K +4,599 +16%
YCM
174
Yousif Capital Management
Michigan
$869K +$64.8K +2,515 +8%
PAG
175
Private Advisor Group
New Jersey
$843K +$585K +22,233 +227%