We are live on ! Find out more
LKFN icon

Lakeland Financial Corp

123 hedge funds and large institutions have $473M invested in Lakeland Financial Corp in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $413M → $473M (+$60.5M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% less funds holding

Funds holding: 124123 (-1)

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
38
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$4.14M +$111K +4,146 +3%
American Century Companies
27
American Century Companies
Missouri
$3.58M -$6.41M -238,478 -66%
KCM
28
Kennedy Capital Management
Missouri
$3.13M -$72K -2,679 -2%
TCIM
29
TIAA CREF Investment Management
New York
$2.9M -$556K -20,709 -17%
BIM
30
BlackRock Investment Management
Delaware
$2.38M -$14.3K -534 -0.6%
RHJA
31
Rice Hall James & Associates
California
$2.3M -$17.7K -659 -0.8%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.28M +$166K +6,178 +9%
Prudential Financial
33
Prudential Financial
New Jersey
$2.18M +$92.7K +3,450 +5%
Wells Fargo
34
Wells Fargo
California
$2.1M -$190K -7,083 -9%
NFA
35
Nationwide Fund Advisors
Ohio
$2.02M -$132K -4,930 -7%
Charles Schwab
36
Charles Schwab
California
$1.93M +$215K +7,993 +14%
DIA
37
Dean Investment Associates
Ohio
$1.89M +$388K +14,438 +28%
MCM
38
McKinley Capital Management
Alaska
$1.86M -$768K -28,570 -31%
CIC
39
Cornercap Investment Counsel
Georgia
$1.85M -$97.8K -3,638 -5%
Invesco
40
Invesco
Georgia
$1.78M -$14.1K -525 -0.8%
GC
41
Guggenheim Capital
Illinois
$1.77M -$88.4K -3,288 -5%
PPA
42
Parametric Portfolio Associates
Washington
$1.75M -$63.4K -2,360 -4%
Macquarie Group
43
Macquarie Group
Australia
$1.74M
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$1.72M
Stifel Financial
45
Stifel Financial
Missouri
$1.68M +$101K +3,747 +7%
Morgan Stanley
46
Morgan Stanley
New York
$1.66M -$166K -6,163 -10%
RFC
47
Regions Financial Corp
Alabama
$1.55M +$9.35K +348 +0.7%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$1.52M -$25K -930 -2%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.46M
First Trust Advisors
50
First Trust Advisors
Illinois
$1.38M +$97.3K +3,621 +8%

LKFN Hedge Fund Activity: Q4 2014 in Review

123 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2014, worth a combined $473M — up 15% from $413M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LKFN positions and 13 closed out — a net gain of 1 holder — while 38 added to existing stakes and 50 trimmed.

The largest buyer was Neumeier Poma Investment Counsel, opening a new position worth an estimated $6.55M. The largest seller was American Century Companies, cutting an estimated $6.41M.

  • 123 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2014, down from 124 in Q3 2014.
  • Funds reported $473M of Lakeland Financial Corp stock for Q4 2014, up 15% quarter-over-quarter.
  • 14 funds opened new Lakeland Financial Corp positions in Q4 2014 and 13 closed out, a net change of +1 holder.
  • The largest Lakeland Financial Corp buyer in Q4 2014 was Neumeier Poma Investment Counsel, an estimated $6.55M added.
  • The largest Lakeland Financial Corp seller in Q4 2014 was American Century Companies, an estimated $6.41M sold.

Based on aggregated 13F filings for Q4 2014.