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Lakeland Financial Corp
LKFN

116 hedge funds and large institutions have $345M invested in Lakeland Financial Corp in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

21% more capital invested

Capital invested by funds: $285M → $345M (+$60.4M)

6% more funds holding

Funds holding: 109 → 116 (+7)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
37
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.7M
2
AL
AJO LP
Pennsylvania
+$4.02M
3
MCM
McKinley Capital Management
Alaska
+$1.98M
4
BFA
BlackRock Fund Advisors
California
+$1.4M
5
GT
Glenmede Trust
Pennsylvania
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$9.85M
2
Deutsche Bank
Deutsche Bank
Germany
-$4.42M
3
BFC
Banc Funds Company
Illinois
-$3.37M
4
MCM
Maltese Capital Management
New York
-$1.79M
5
American Century Companies
American Century Companies
Missouri
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$2.75M -$65.3K -3,082 -2%
TCIM
27
TIAA CREF Investment Management
New York
$2.49M -$30.6K -1,447 -1%
Wells Fargo
28
Wells Fargo
California
$2.39M +$86.6K +4,092 +4%
NFA
29
Nationwide Fund Advisors
Ohio
$2.39M -$59.6K -2,815 -3%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$2.35M +$301K +14,230 +15%
RP
31
Reinhart Partners
Wisconsin
$2.24M -$22.4K -1,058 -1%
MCM
32
McKinley Capital Management
Alaska
$2.04M +$1.98M +93,558 New
CIC
33
Cornercap Investment Counsel
Georgia
$1.95M -$164K -7,740 -8%
RHJA
34
Rice Hall James & Associates
California
$1.92M -$851K -40,186 -31%
BIM
35
BlackRock Investment Management
Delaware
$1.89M +$22.6K +1,067 +1%
RFC
36
Russell Frank Company
Washington
$1.81M +$154K +7,263 +10%
DVM
37
Dreman Value Management
Florida
$1.76M +$1.72M +81,053 New
Prudential Financial
38
Prudential Financial
New Jersey
$1.71M +$546K +25,800 +49%
Morgan Stanley
39
Morgan Stanley
New York
$1.51M -$1.52M -71,989 -51%
1SB
40
1ST Source Bank
Indiana
$1.37M – – –
Invesco
41
Invesco
Georgia
$1.36M -$794K -37,516 -38%
Charles Schwab
42
Charles Schwab
California
$1.31M +$61.6K +2,910 +5%
Macquarie Group
43
Macquarie Group
Australia
$1.31M – – –
GC
44
Guggenheim Capital
Illinois
$1.26M +$325K +15,348 +36%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.23M +$69.9K +3,300 +6%
MAM
46
Martingale Asset Management
Massachusetts
$1.16M +$175K +8,248 +18%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$1.16M – – –
PPA
48
Parametric Portfolio Associates
Washington
$1.13M -$6.65K -314 -0.6%
TC
49
TFS Capital
Pennsylvania
$1M +$490K +23,122 +101%
RFC
50
Regions Financial Corp
Alabama
$974K +$14.1K +665 +2%
1
2
3 4 5

LKFN Hedge Fund Activity: Q3 2013 in Review

116 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2013, worth a combined $345M — up 21% from $285M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LKFN positions and 10 closed out — a net gain of 7 holders — while 37 added to existing stakes and 40 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $10.7M. The largest seller was Bryn Mawr Capital Management Inc, exiting entirely with an estimated $9.85M sold.

  • 116 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2013, up from 109 in Q2 2013.
  • Funds reported $345M of Lakeland Financial Corp stock for Q3 2013, up 21% quarter-over-quarter.
  • 17 funds opened new Lakeland Financial Corp positions in Q3 2013 and 10 closed out, a net change of +7 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2013 was Fidelity Investments, an estimated $10.7M added.
  • The largest Lakeland Financial Corp seller in Q3 2013 was Bryn Mawr Capital Management Inc, an estimated $9.85M sold.

Based on aggregated 13F filings for Q3 2013.