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Lakeland Financial Corp
LKFN

124 hedge funds and large institutions have $413M invested in Lakeland Financial Corp in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 121 → 124 (+3)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

1% more capital invested

Capital invested by funds: $411M → $413M (+$2.06M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
43
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OCG
Opus Capital Group
Ohio
+$5.34M
2
SBH
Segall Bryant & Hamill
Illinois
+$4.1M
3
WC
Walthausen & Co
New York
+$3.58M
4
Ameriprise
Ameriprise
Minnesota
+$2.94M
5
GT
Glenmede Trust
Pennsylvania
+$2.1M

Top Sellers

Rank Fund Capital Flow
1
QBFM
QS Batterymarch Financial Management
New York
-$2.71M
2
AL
AJO LP
Pennsylvania
-$2.64M
3
MCM
Maltese Capital Management
New York
-$2.48M
4
CM
CS McKee
Pennsylvania
-$1.85M
5
PI
Putnam Investments
Massachusetts
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$3.46M -$20.3K -801 -0.6%
TCIM
27
TIAA CREF Investment Management
New York
$3.02M -$149K -5,859 -5%
KCM
28
Kennedy Capital Management
Missouri
$2.76M +$402K +15,837 +17%
DVM
29
Dreman Value Management
Florida
$2.37M +$31K +1,221 +1%
MCM
30
McKinley Capital Management
Alaska
$2.32M -$381 -15 -0%
SFM
31
Systematic Financial Management
New Jersey
$2.24M +$486K +19,133 +27%
BIM
32
BlackRock Investment Management
Delaware
$2.06M +$26.3K +1,035 +1%
RHJA
33
Rice Hall James & Associates
California
$2M -$25.6K -1,008 -1%
Wells Fargo
34
Wells Fargo
California
$1.99M -$142K -5,600 -7%
NFA
35
Nationwide Fund Advisors
Ohio
$1.86M -$329K -12,960 -15%
MCM
36
Maltese Capital Management
New York
$1.83M -$2.48M -97,650 -57%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.81M +$74.1K +2,921 +4%
Prudential Financial
38
Prudential Financial
New Jersey
$1.8M +$214K +8,448 +13%
CIC
39
Cornercap Investment Counsel
Georgia
$1.69M -$124K -4,896 -7%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.65M – – –
GC
41
Guggenheim Capital
Illinois
$1.61M -$478K -18,822 -23%
Morgan Stanley
42
Morgan Stanley
New York
$1.58M +$421K +16,599 +35%
PPA
43
Parametric Portfolio Associates
Washington
$1.57M +$107K +4,200 +7%
Invesco
44
Invesco
Georgia
$1.55M -$75.4K -2,972 -5%
Macquarie Group
45
Macquarie Group
Australia
$1.5M – – –
BFC
46
Banc Funds Company
Illinois
$1.47M – – –
Charles Schwab
47
Charles Schwab
California
$1.46M +$27K +1,064 +2%
Stifel Financial
48
Stifel Financial
Missouri
$1.36M +$203K +8,018 +17%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$1.33M – – –
RFC
50
Regions Financial Corp
Alabama
$1.33M +$39.5K +1,556 +3%
1
2
3 4 5

LKFN Hedge Fund Activity: Q3 2014 in Review

124 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2014, worth a combined $413M — up 0.5% from $411M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LKFN positions and 7 closed out — a net gain of 3 holders — while 43 added to existing stakes and 42 trimmed.

The largest buyer was Opus Capital Group, opening a new position worth an estimated $5.34M. The largest seller was QS Batterymarch Financial Management, exiting entirely with an estimated $2.71M sold.

  • 124 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2014, up from 121 in Q2 2014.
  • Funds reported $413M of Lakeland Financial Corp stock for Q3 2014, up 0.5% quarter-over-quarter.
  • 10 funds opened new Lakeland Financial Corp positions in Q3 2014 and 7 closed out, a net change of +3 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2014 was Opus Capital Group, an estimated $5.34M added.
  • The largest Lakeland Financial Corp seller in Q3 2014 was QS Batterymarch Financial Management, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2014.