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Lakeland Financial Corp

140 hedge funds and large institutions have $835M invested in Lakeland Financial Corp in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 140140 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.97% less ownership

Funds ownership: 71.97%71% (-0.97%)

5% less capital invested

Capital invested by funds: $877M → $835M (-$42.3M)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
42
Reduced
49
Closed
12
Calls
$465K
Puts
Net Calls
+$465K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$6.44M +$154K +3,149 +2%
RHCA
27
Rosenthal Henry Capital Advisors
Indiana
$5.81M
TCIM
28
TIAA CREF Investment Management
New York
$5.47M +$1.57M +32,048 +37%
MFWM
29
Motley Fool Wealth Management
Virginia
$4.93M +$89.7K +1,835 +2%
Bank of America
30
Bank of America
North Carolina
$4.68M +$750K +15,343 +18%
Citadel Advisors
31
Citadel Advisors
Florida
$4.65M -$218K -4,455 -4%
KCM
32
Kennedy Capital Management
Missouri
$4.55M -$70.1K -1,435 -1%
1SB
33
1ST Source Bank
Indiana
$4.2M -$74.2K -1,518 -2%
JP Morgan Chase
34
JP Morgan Chase
New York
$3.94M -$1.2M -24,545 -22%
WCM
35
Wedge Capital Management
North Carolina
$3.9M -$173K -3,544 -4%
Wells Fargo
36
Wells Fargo
California
$3.89M -$803K -16,437 -16%
First Trust Advisors
37
First Trust Advisors
Illinois
$3.71M +$408K +8,354 +12%
Morgan Stanley
38
Morgan Stanley
New York
$3.69M +$200K +4,092 +5%
Invesco
39
Invesco
Georgia
$3.55M -$67.1K -1,373 -2%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$3.34M -$136K -2,788 -4%
Marshall Wace
41
Marshall Wace
United Kingdom
$3.14M +$3.3M +67,536 New
MFAM
42
Motley Fool Asset Management
Virginia
$2.79M
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$2.21M -$200K -4,090 -8%
TA
44
Teachers Advisors
New York
$2.19M +$61.9K +1,267 +3%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$2.18M +$396K +8,100 +21%
GCP
46
GSA Capital Partners
United Kingdom
$2.1M -$627K -12,830 -22%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.95M
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$1.9M +$658K +13,467 +49%
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
$1.9M +$206K +4,216 +12%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.74M -$635 -13 -0%

LKFN Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2018, worth a combined $835M — down 4.8% from $877M a quarter earlier.

Fund positioning in LKFN was balanced in Q3 2018: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 49 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $4.22M. The largest seller was Fidelity Investments, cutting an estimated $22.2M.

  • 140 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $835M of Lakeland Financial Corp stock for Q3 2018, down 4.8% quarter-over-quarter.
  • 12 funds opened new Lakeland Financial Corp positions in Q3 2018 and 12 closed out, a net change of 0 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2018 was Renaissance Technologies, an estimated $4.22M added.
  • The largest Lakeland Financial Corp seller in Q3 2018 was Fidelity Investments, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2018.