We are live on ! Find out more
LKFN icon

Lakeland Financial Corp
LKFN

115 hedge funds and large institutions have $474M invested in Lakeland Financial Corp in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 36

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $438M → $474M (+$36.8M)

1% more funds holding

Funds holding: 114 → 115 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
47
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTW
Boston Trust Walden
Massachusetts
+$6.79M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.53M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.15M
4
GT
Glenmede Trust
Pennsylvania
+$1.01M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$768K

Top Sellers

Rank Fund Capital Flow
1
NAP
New Amsterdam Partners
New York
-$4.94M
2
MCM
McKinley Capital Management
Alaska
-$1.74M
3
PI
Putnam Investments
Massachusetts
-$1.4M
4
BFA
BlackRock Fund Advisors
California
-$1.21M
5
BIT
BlackRock Institutional Trust
California
-$979K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$4.17M -$65.1K -2,400 -2%
TCIM
27
TIAA CREF Investment Management
New York
$3.57M +$634K +23,364 +23%
Macquarie Group
28
Macquarie Group
Australia
$3.47M – – –
KCM
29
Kennedy Capital Management
Missouri
$3.37M -$141K -5,205 -4%
Invesco
30
Invesco
Georgia
$2.8M +$34.1K +1,257 +1%
BIM
31
BlackRock Investment Management
Delaware
$2.77M +$358K +13,190 +16%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.32M -$97.2K -3,584 -4%
Wells Fargo
33
Wells Fargo
California
$2.15M +$119K +4,381 +6%
Charles Schwab
34
Charles Schwab
California
$2.07M +$54.2K +1,998 +3%
Stifel Financial
35
Stifel Financial
Missouri
$1.97M +$220K +8,126 +14%
NFA
36
Nationwide Fund Advisors
Ohio
$1.93M -$54.8K -2,020 -3%
DIA
37
Dean Investment Associates
Ohio
$1.92M +$53.9K +1,987 +3%
RHJA
38
Rice Hall James & Associates
California
$1.85M -$11.1K -410 -0.6%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$1.73M – – –
Renaissance Technologies
40
Renaissance Technologies
New York
$1.69M +$460K +16,950 +41%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.58M -$307K -11,309 -17%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.46M – – –
RFC
43
Regions Financial Corp
Alabama
$1.39M +$20.1K +740 +2%
GCP
44
GSA Capital Partners
United Kingdom
$1.37M +$240K +8,850 +23%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$1.32M +$7.16K +264 +0.6%
MAA
46
Managed Account Advisors
New Jersey
$1.27M +$29.5K +1,086 +3%
PAM
47
Panagora Asset Management
Massachusetts
$1.26M – – –
KeyBank National Association
48
KeyBank National Association
Ohio
$1.18M -$20K -738 -2%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$1.18M – – –
AQR Capital Management
50
AQR Capital Management
Connecticut
$1.17M +$391K +14,408 +56%
1
2
3 4 5

LKFN Hedge Fund Activity: Q2 2015 in Review

115 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2015, worth a combined $474M — up 8.4% from $438M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LKFN positions and 8 closed out — a net gain of 1 holder — while 47 added to existing stakes and 36 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $6.79M. The largest seller was New Amsterdam Partners, exiting entirely with an estimated $4.94M sold.

  • 115 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2015, up from 114 in Q1 2015.
  • Funds reported $474M of Lakeland Financial Corp stock for Q2 2015, up 8.4% quarter-over-quarter.
  • 9 funds opened new Lakeland Financial Corp positions in Q2 2015 and 8 closed out, a net change of +1 holder.
  • The largest Lakeland Financial Corp buyer in Q2 2015 was Boston Trust Walden, an estimated $6.79M added.
  • The largest Lakeland Financial Corp seller in Q2 2015 was New Amsterdam Partners, an estimated $4.94M sold.

Based on aggregated 13F filings for Q2 2015.