Lakeland Financial Corp
LKFN
219 hedge funds and large institutions have $1.49B invested in Lakeland Financial Corp in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
35% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 66
30% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 20
9% more capital invested
Capital invested by funds: $1.36B → $1.49B (+$129M)
2% more funds holding
Funds holding: 215 → 219 (+4)
0.1% less ownership
Funds ownership: 80.58% → 80.48% (-0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
+$10.6M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$7.15M |
| 3 |
BlackRock
New York
|
+$6.26M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.7M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.9M |
| 2 |
State Street
Boston,
Massachusetts
|
-$8.27M |
| 3 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$5.06M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$5.03M |
| 5 |
Goldman Sachs
New York
|
-$4.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ITIM
226
Indiana Trust & Investment Management
Mishawaka,
Indiana
| – | -$204K | -3,069 | Closed |
|
|
PI
227
PEAK6 Investments
Chicago,
Illinois
| – | -$55K | -826 | Closed |
|
228
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$24K | -365 | Closed |
|
|
ACM
229
Aquatic Capital Management
Chicago,
Illinois
| – | -$20K | -300 | Closed |
|
|
HIA
230
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$8K | -126 | Closed |
|
|
VVP
231
Venture Visionary Partners
Sylvania,
Ohio
| – | -$7.97K | -120 | Closed |
|
|
BC
232
Bartlett & Co
Cincinnati,
Ohio
| – | -$8K | -116 | Closed |
|
|
BCWM
233
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$7.71K | -116 | Closed |
|
|
MPWT
234
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1K | -9 | Closed |
|
|
SIC
235
SJS Investment Consulting
Sylvania,
Ohio
| – | +$75 | +1 | New |
|
|
GRP
236
Global Retirement Partners
San Rafael,
California
| – | +$373 | +5 | New |
|
|
JWA
237
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$373 | +5 | +500% |
|
LKFN Hedge Fund Activity: Q3 2022 in Review
219 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2022, worth a combined $1.49B — up 9.5% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new LKFN positions and 20 closed out — a net gain of 6 holders — while 89 added to existing stakes and 66 trimmed.
The largest buyer was Natixis Advisors, adding an estimated $10.6M. The largest seller was Ameriprise, cutting an estimated $14.9M.
- 219 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2022, up from 215 in Q2 2022.
- Funds reported $1.49B of Lakeland Financial Corp stock for Q3 2022, up 9.5% quarter-over-quarter.
- 26 funds opened new Lakeland Financial Corp positions in Q3 2022 and 20 closed out, a net change of +6 holders.
- The largest Lakeland Financial Corp buyer in Q3 2022 was Natixis Advisors, an estimated $10.6M added.
- The largest Lakeland Financial Corp seller in Q3 2022 was Ameriprise, an estimated $14.9M sold.
Based on aggregated 13F filings for Q3 2022.