Lincoln National
630 hedge funds and large institutions have $6.11B 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 84 closing their positions.
1% more ownership
Funds ownership: 74.94% → 75.94% (+1%)
2% less repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 222
3% less funds holding
Funds holding: 651 → 630 (-21)
11% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 84
27% less capital invested
Capital invested by funds: $8.43B → $6.11B (-$2.32B)
28% less call options, than puts
Call options by funds: $65.9M | Put options by funds: $91.2M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$124M |
| 2 |
BlackRock
New York
|
+$64.8M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$63.4M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$44.4M |
| 5 |
Millennium Management
New York
|
+$33.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$86.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$53M |
| 3 |
Korea Investment Corp
Seoul,
South Korea
|
-$37.3M |
| 4 |
State Street
Boston,
Massachusetts
|
-$34.8M |
| 5 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$31M |
LNC Hedge Fund Activity: Q2 2022 in Review
630 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2022, worth a combined $6.11B — down 27% from $8.43B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of LNC and 75 opened new positions — a net loss of 9 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.
- 630 institutional investors held Lincoln National (LNC) as of Q2 2022, down from 651 in Q1 2022.
- Funds reported $6.11B of Lincoln National stock for Q2 2022, down 27% quarter-over-quarter.
- 75 funds opened new Lincoln National positions in Q2 2022 and 84 closed out, a net change of -9 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.