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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
COPPSERS
201
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.15M -$8.07K -259 -0.7%
CIAS
202
Capital Investment Advisory Services
North Carolina
$1.14M +$31.4K +1,008 +3%
BEI
203
Benjamin Edwards Inc
Missouri
$1.12M +$1.11M +35,474 New
SWP
204
Stratos Wealth Partners
Ohio
$1.1M -$19.7K -632 -2%
OC
205
Oppenheimer & Co
New York
$1.08M -$218K -6,993 -17%
Pictet Asset Management
206
Pictet Asset Management
Switzerland
$1.07M +$123K +3,952 +13%
AP
207
Advisors Preferred
Maryland
$1.07M -$4.23M -135,695 -80%
KFS
208
Keynote Financial Services
Connecticut
$1.06M -$64.5K -2,070 -6%
SC
209
Savant Capital
Illinois
$1.03M +$23.3K +748 +2%
IP
210
Interval Partners
New York
$1.02M -$3.18M -101,903 -76%
BCM
211
Birmingham Capital Management
Alabama
$996K
Natixis Advisors
212
Natixis Advisors
Massachusetts
$987K -$289K -9,259 -23%
IA
213
IFP Advisors
Florida
$943K -$1.75M -56,143 -65%
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$943K -$70K -2,247 -7%
CWM
215
Cornerstone Wealth Management
Missouri
$912K +$156 +5 +0%
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$908K +$19.8K +634 +2%
Mariner
217
Mariner
Kansas
$893K -$36.8K -1,180 -4%
VPIM
218
Vanguard Personalized Indexing Management
California
$884K +$93.3K +2,992 +12%
SPC
219
Sigma Planning Corp
Michigan
$875K +$44.7K +1,435 +5%
DADC
220
D.A. Davidson & Co
Montana
$865K -$88.5K -2,838 -9%
ECM
221
Everence Capital Management
Indiana
$844K
Handelsbanken Fonder
222
Handelsbanken Fonder
Sweden
$844K
HighTower Advisors
223
HighTower Advisors
Illinois
$842K -$76.7K -2,459 -8%
PTC
224
Petrus Trust Company
Texas
$828K +$819K +26,284 New
IP
225
Intellectus Partners
California
$821K -$10.1K -325 -1%

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.