Lakeland Financial Corp
LKFN
225 hedge funds and large institutions have $1.41B invested in Lakeland Financial Corp in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 88 reducing their positions, and 13 closing their positions.
324% more call options, than puts
Call options by funds: $564K | Put options by funds: $133K
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
9% more funds holding
Funds holding: 207 → 225 (+18)
1% more capital invested
Capital invested by funds: $1.39B → $1.41B (+$19.5M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less ownership
Funds ownership: 83.71% → 81.71% (-2%)
24% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$38.5M |
| 2 |
BlackRock
New York
|
+$3.03M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.55M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.1M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$12.9M |
| 2 |
Morgan Stanley
New York
|
-$12.5M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$8.04M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$3.64M |
| 5 |
Neuberger Berman Group
New York
|
-$3.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Assenagon Asset Management
Senningerberg,
Luxembourg
| – | -$1.19M | -18,211 | Closed |
|
|
ECM
227
ExodusPoint Capital Management
New York
| – | -$764K | -11,722 | Closed |
|
|
JFG
228
Jefferies Financial Group
New York
| – | -$489K | -7,500 | Closed |
|
|
GCP
229
GSA Capital Partners
London,
United Kingdom
| – | -$295K | -4,531 | Closed |
|
|
AIM
230
Aigen Investment Management
New York
| – | -$282K | -4,322 | Closed |
|
231
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| – | -$169K | -2,600 | Closed |
|
|
PMEF
232
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$166K | -2,552 | Closed |
|
|
C
233
Covestor
London,
United Kingdom
| – | -$129K | -2,002 | -100% |
|
|
ASN
234
Advisory Services Network
Atlanta,
Georgia
| – | -$39.2K | -602 | Closed |
|
|
NA
235
NewEdge Advisors
New Orleans,
Louisiana
| – | -$18.3K | -281 | Closed |
|
|
PAS
236
Point72 Asia (Singapore)
Singapore
| – | -$15.4K | -236 | Closed |
|
|
BF
237
BOK Financial
Tulsa,
Oklahoma
| – | -$2.8K | -43 | Closed |
|
|
BFPW
238
BOK Financial Private Wealth
Denver,
Colorado
| – | -$2.48K | -38 | Closed |
|
LKFN Hedge Fund Activity: Q1 2024 in Review
225 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2024, worth a combined $1.41B — up 1.4% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new LKFN positions and 13 closed out — a net gain of 18 holders — while 67 added to existing stakes and 88 trimmed.
The largest buyer was Charles Schwab, adding an estimated $38.5M. The largest seller was Goldman Sachs, cutting an estimated $12.9M.
- 225 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2024, up from 207 in Q4 2023.
- Funds reported $1.41B of Lakeland Financial Corp stock for Q1 2024, up 1.4% quarter-over-quarter.
- 31 funds opened new Lakeland Financial Corp positions in Q1 2024 and 13 closed out, a net change of +18 holders.
- The largest Lakeland Financial Corp buyer in Q1 2024 was Charles Schwab, an estimated $38.5M added.
- The largest Lakeland Financial Corp seller in Q1 2024 was Goldman Sachs, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2024.