We are live on ! Find out more
LNC icon

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
PAG
176
Private Advisor Group
New Jersey
$1.38M -$1.08M -34,632 -44%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$1.37M -$304K -9,766 -18%
Walleye Capital
178
Walleye Capital
New York
$1.36M +$1.16M +37,294 +645%
D.E. Shaw & Co
179
D.E. Shaw & Co
New York
$1.35M -$314K -10,058 -19%
NCFG
180
New Century Financial Group
New Jersey
$1.34M -$468 -15 -0%
US Bancorp
181
US Bancorp
Minnesota
$1.33M -$630K -20,220 -32%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$1.29M -$5.42K -174 -0.4%
YIH
183
Y-Intercept (HK)
Hong Kong
$1.29M +$1.28M +40,968 New
KAS
184
Kestra Advisory Services
Texas
$1.28M +$93.7K +3,006 +8%
Manulife (Manufacturers Life Insurance)
185
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.28M +$6.89K +221 +0.5%
NA
186
NewEdge Advisors
Louisiana
$1.27M +$79.7K +2,557 +7%
OPERF
187
Oregon Public Employees Retirement Fund
Oregon
$1.26M -$37.8K -1,213 -3%
IIL
188
Insight Inv LLC
California
$1.25M -$9.35K -300 -0.8%
DF
189
Donoghue Forlines
Massachusetts
$1.22M +$621K +19,928 +107%
TAM
190
Todd Asset Management
Kentucky
$1.21M
TCM
191
Teza Capital Management
Illinois
$1.21M +$706K +22,647 +145%
GCA
192
Greenwood Capital Associates
South Carolina
$1.2M +$6.14K +197 +0.5%
EIP
193
Ellis Investment Partners
Pennsylvania
$1.2M +$86.3K +2,768 +8%
TBC
194
Ted Buchan & Co
California
$1.18M -$197K -6,307 -14%
RA
195
Royce & Associates
New York
$1.18M +$1.16M +37,296 New
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$1.17M
SM
197
Sciencast Management
New Jersey
$1.16M -$37.3K -1,197 -3%
TIA
198
Trust Investment Advisors
Indiana
$1.16M -$77.7K -2,493 -6%
MCM
199
Mork Capital Management
California
$1.16M
TSS
200
Two Sigma Securities
New York
$1.15M -$466K -14,956 -29%

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.