We are live on ! Find out more
LKFN icon

Lakeland Financial Corp
LKFN

123 hedge funds and large institutions have $859M invested in Lakeland Financial Corp in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $802M → $859M (+$57.4M)

0.6% more ownership

Funds ownership: 69.37% → 69.97% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

3% less funds holding

Funds holding: 127 → 123 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
123
Holders Change
-4
Holders Change %
-3.15%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
42
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$12.7M
2
Millennium Management
Millennium Management
New York
+$4.45M
3
BlackRock
BlackRock
New York
+$3.15M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$2.65M
5
Victory Capital Management
Victory Capital Management
Texas
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
CWAM
Columbia Wanger Asset Management
Illinois
-$9.27M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.81M
3
Franklin Resources
Franklin Resources
California
-$4.63M
4
PI
Putnam Investments
Massachusetts
-$3.51M
5
RHCA
Rosenthal Henry Capital Advisors
Indiana
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
26
1ST Source Bank
Indiana
$5.93M -$2.26K -50 -0%
Morgan Stanley
27
Morgan Stanley
New York
$5.24M +$1.71M +37,791 +54%
Charles Schwab
28
Charles Schwab
California
$5.22M -$7.05K -156 -0.1%
KCM
29
Kennedy Capital Management
Missouri
$4.78M +$231K +5,110 +5%
WCM
30
Wedge Capital Management
North Carolina
$4.66M -$270K -5,970 -6%
MFWM
31
Motley Fool Wealth Management
Virginia
$4.33M +$185K +4,101 +5%
Wells Fargo
32
Wells Fargo
California
$4.27M +$370K +8,182 +10%
Deutsche Bank
33
Deutsche Bank
Germany
$4.03M +$982K +21,733 +36%
Invesco
34
Invesco
Georgia
$3.82M -$826K -18,270 -19%
TCIM
35
TIAA CREF Investment Management
New York
$3.72M -$105K -2,327 -3%
First Trust Advisors
36
First Trust Advisors
Illinois
$3.62M -$25.8K -571 -0.8%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$3.53M +$76.3K +1,689 +2%
JP Morgan Chase
38
JP Morgan Chase
New York
$3.4M -$504K -11,153 -14%
AQR Capital Management
39
AQR Capital Management
Connecticut
$3.09M -$330K -7,307 -10%
Renaissance Technologies
40
Renaissance Technologies
New York
$2.86M +$289K +6,400 +12%
TA
41
Teachers Advisors
New York
$2.84M -$24.3K -537 -0.9%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$2.57M -$248K -5,479 -9%
Citadel Advisors
43
Citadel Advisors
Florida
$2.3M +$1.22M +27,026 +134%
EMFAT
44
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.27M – – –
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.92M – – –
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.88M -$191K -4,220 -10%
CM
47
CS McKee
Pennsylvania
$1.72M – – –
CEP
48
Chicago Equity Partners
Illinois
$1.7M +$216K +4,776 +16%
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.7M – – –
CS
50
Credit Suisse
Switzerland
$1.61M +$846K +18,720 +131%
1
2
3 4 5

LKFN Hedge Fund Activity: Q3 2017 in Review

123 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2017, worth a combined $859M — up 7.2% from $802M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of LKFN and 9 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 42 added.

The largest buyer was Neuberger Berman Group, adding an estimated $12.7M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $9.27M.

  • 123 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2017, down from 127 in Q2 2017.
  • Funds reported $859M of Lakeland Financial Corp stock for Q3 2017, up 7.2% quarter-over-quarter.
  • 9 funds opened new Lakeland Financial Corp positions in Q3 2017 and 12 closed out, a net change of -3 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2017 was Neuberger Berman Group, an estimated $12.7M added.
  • The largest Lakeland Financial Corp seller in Q3 2017 was Columbia Wanger Asset Management, an estimated $9.27M sold.

Based on aggregated 13F filings for Q3 2017.