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Lakeland Financial Corp
LKFN

120 hedge funds and large institutions have $740M invested in Lakeland Financial Corp in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

0.36% more ownership

Funds ownership: 67.82% → 68.18% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

6% less funds holding

Funds holding: 127 → 120 (-7)

8% less capital invested

Capital invested by funds: $806M → $740M (-$65.2M)

Holders
120
Holders Change
-7
Holders Change %
-5.51%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
47
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$75.3M
2
Franklin Resources
Franklin Resources
California
+$5.18M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.39M
4
Goldman Sachs
Goldman Sachs
New York
+$3.99M
5
Stifel Financial
Stifel Financial
Missouri
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
NPIC
Neumeier Poma Investment Counsel
California
-$4.63M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.34M
3
Morgan Stanley
Morgan Stanley
New York
-$1.98M
4
SBH
Segall Bryant & Hamill
Illinois
-$1.42M
5
BTW
Boston Trust Walden
Massachusetts
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$4.43M +$684K +15,293 +17%
WCM
27
Wedge Capital Management
North Carolina
$4.4M -$138K -3,087 -3%
JP Morgan Chase
28
JP Morgan Chase
New York
$4.27M -$528K -11,813 -11%
KCM
29
Kennedy Capital Management
Missouri
$4.11M -$169K -3,790 -4%
First Trust Advisors
30
First Trust Advisors
Illinois
$3.93M +$872K +19,501 +27%
Morgan Stanley
31
Morgan Stanley
New York
$3.58M -$1.98M -44,194 -35%
TCIM
32
TIAA CREF Investment Management
New York
$3.4M -$148K -3,313 -4%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$3.26M +$8.67K +194 +0.3%
Wells Fargo
34
Wells Fargo
California
$3.19M +$241K +5,384 +8%
AQR Capital Management
35
AQR Capital Management
Connecticut
$3.18M +$371K +8,301 +13%
PI
36
Putnam Investments
Massachusetts
$3.01M +$165K +3,700 +6%
Renaissance Technologies
37
Renaissance Technologies
New York
$2.63M -$467K -10,449 -15%
TA
38
Teachers Advisors
New York
$2.49M +$72K +1,612 +3%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$2.46M -$62.6K -1,400 -2%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$2.05M -$98.3K -2,200 -4%
EMFAT
41
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.01M – – –
Millennium Management
42
Millennium Management
New York
$1.83M +$1.41M +31,633 +291%
PAM
43
Panagora Asset Management
Massachusetts
$1.83M +$830K +18,566 +78%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.8M -$142K -3,181 -7%
GCP
45
GSA Capital Partners
United Kingdom
$1.78M +$848K +18,972 +85%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.78M +$62.6K +1,400 +4%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.65M +$20.1K +450 +1%
CM
48
CS McKee
Pennsylvania
$1.52M -$13.4K -300 -0.8%
CEP
49
Chicago Equity Partners
Illinois
$1.51M -$26.8K -600 -2%
Deutsche Bank
50
Deutsche Bank
Germany
$1.47M -$332K -7,420 -18%
1
2
3 4 5

LKFN Hedge Fund Activity: Q1 2017 in Review

120 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2017, worth a combined $740M — down 8.1% from $806M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of LKFN and 12 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 47 added.

The largest buyer was BlackRock, adding an estimated $75.3M. The largest seller was Neumeier Poma Investment Counsel, cutting an estimated $4.63M.

  • 120 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2017, down from 127 in Q4 2016.
  • Funds reported $740M of Lakeland Financial Corp stock for Q1 2017, down 8.1% quarter-over-quarter.
  • 12 funds opened new Lakeland Financial Corp positions in Q1 2017 and 13 closed out, a net change of -1 holder.
  • The largest Lakeland Financial Corp buyer in Q1 2017 was BlackRock, an estimated $75.3M added.
  • The largest Lakeland Financial Corp seller in Q1 2017 was Neumeier Poma Investment Counsel, an estimated $4.63M sold.

Based on aggregated 13F filings for Q1 2017.