Lincoln National
505 hedge funds and large institutions have $3.94B invested in Lincoln National in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 162 increasing their positions, 173 reducing their positions, and 65 closing their positions.
18% more capital invested
Capital invested by funds: $3.34B → $3.94B (+$602M)
5% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 65
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.14% less ownership
Funds ownership: 72.97% → 72.83% (-0.14%)
0% less funds holding
Funds holding: 506 → 505 (-1)
6% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 173
46% less call options, than puts
Call options by funds: $101M | Put options by funds: $188M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$55.4M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$24.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$19.7M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$13.9M |
| 5 |
AU
Algebris (UK)
London,
United Kingdom
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$41M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$37.2M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$30.9M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$18M |
| 5 |
Renaissance Technologies
New York
|
-$13.9M |
LNC Hedge Fund Activity: Q1 2024 in Review
505 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2024, worth a combined $3.94B — up 18% from $3.34B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new LNC positions and 65 closed out — a net gain of 3 holders — while 162 added to existing stakes and 173 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $55.4M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $41M.
- 505 institutional investors held Lincoln National (LNC) as of Q1 2024, down from 506 in Q4 2023.
- Funds reported $3.94B of Lincoln National stock for Q1 2024, up 18% quarter-over-quarter.
- 68 funds opened new Lincoln National positions in Q1 2024 and 65 closed out, a net change of +3 holders.
- The largest Lincoln National buyer in Q1 2024 was Balyasny Asset Management, an estimated $55.4M added.
- The largest Lincoln National seller in Q1 2024 was Jacobs Levy Equity Management, an estimated $41M sold.
Based on aggregated 13F filings for Q1 2024.