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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
CM
201
Crestline Management
Texas
$1.64M +$2M +35,000 New
HCMT
202
Highland Capital Management (Tennessee)
Tennessee
$1.62M -$8.55K -150 -0.4%
BCM
203
Birmingham Capital Management
Alabama
$1.62M
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$1.6M -$176K -3,081 -8%
CC
205
Cornerstone Capital
California
$1.59M +$1.14K +20 +0.1%
Susquehanna International Group
206
Susquehanna International Group
Pennsylvania
$1.56M -$2.5M -43,791 -57%
ProShare Advisors
207
ProShare Advisors
Maryland
$1.56M -$701K -12,290 -27%
GIBU
208
Gulf International Bank (UK)
United Kingdom
$1.56M
Bessemer Group
209
Bessemer Group
New Jersey
$1.56M -$58.5K -1,026 -3%
CCG
210
Ceeto Capital Group
Florida
$1.5M
PCC
211
Park Circle Company
Maryland
$1.47M
IP
212
Intellectus Partners
California
$1.47M +$685K +12,015 +62%
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$1.47M +$625K +10,952 +54%
YCM
214
Yousif Capital Management
Michigan
$1.45M -$96.7K -1,695 -5%
HSA
215
Hussman Strategic Advisors
Maryland
$1.45M
PFPT
216
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.44M
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
$1.44M +$715K +12,539 +69%
URS
218
Utah Retirement Systems
Utah
$1.42M -$91.2K -1,600 -5%
IG
219
ING Group
Netherlands
$1.42M +$227K +3,988 +15%
Janus Henderson Group
220
Janus Henderson Group
United Kingdom
$1.42M -$11M -193,621 -86%
Cerity Partners
221
Cerity Partners
New York
$1.42M +$1.52M +26,683 +740%
YIH
222
Y-Intercept (HK)
Hong Kong
$1.39M +$1.44M +25,324 +579%
Skandinaviska Enskilda Banken (SEB)
223
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.39M -$118K -2,077 -7%
MML Investors Services
224
MML Investors Services
Massachusetts
$1.37M +$84.8K +1,487 +5%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.36M +$1.55M +27,096 +1,314%

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.