We are live on ! Find out more
LKFN icon

Lakeland Financial Corp

149 hedge funds and large institutions have $899M invested in Lakeland Financial Corp in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 48

5% more capital invested

Capital invested by funds: $855M → $899M (+$44.3M)

1.67% more ownership

Funds ownership: 73.75%75.43% (+1.7%)

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

1% less funds holding

Funds holding: 151149 (-2)

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
60
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$7.4M +$7.36M +157,954 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$7.35M -$410K -8,801 -5%
Charles Schwab
28
Charles Schwab
California
$6.93M +$200K +4,281 +3%
TAM
29
Timucuan Asset Management
Florida
$6.77M
Russell Investments Group
30
Russell Investments Group
United Kingdom
$6.3M +$4.81M +103,176 +327%
SCA
31
Stieven Capital Advisors
Missouri
$6.17M -$74.6K -1,600 -1%
RHCA
32
Rosenthal Henry Capital Advisors
Indiana
$5.3M -$325K -6,970 -6%
WC
33
Walthausen & Co
New York
$5.17M -$2.12M -45,430 -29%
Wells Fargo
34
Wells Fargo
California
$4.31M +$126K +2,703 +3%
1SB
35
1ST Source Bank
Indiana
$4.15M -$28K -600 -0.7%
KCM
36
Kennedy Capital Management
Missouri
$4.04M -$588K -12,622 -13%
Bank of America
37
Bank of America
North Carolina
$3.53M +$228K +4,881 +7%
Federated Hermes
38
Federated Hermes
Pennsylvania
$3.49M -$286K -6,140 -8%
Invesco
39
Invesco
Georgia
$3.34M -$576K -12,355 -15%
JP Morgan Chase
40
JP Morgan Chase
New York
$3.25M +$131K +2,806 +4%
Deutsche Bank
41
Deutsche Bank
Germany
$3.12M +$3.73K +80 +0.1%
First Trust Advisors
42
First Trust Advisors
Illinois
$2.86M -$826K -17,732 -22%
WCM
43
Wedge Capital Management
North Carolina
$2.8M -$145K -3,111 -5%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$2.79M -$52K -1,116 -2%
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$2.75M +$1.34M +28,675 +96%
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$2.41M +$341K +7,324 +17%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$2.36M +$183K +3,935 +8%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.19M +$135K +2,900 +7%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$2.13M +$140K +3,000 +7%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$2.03M -$77.7K -1,668 -4%

LKFN Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2019, worth a combined $899M — up 5.2% from $855M a quarter earlier.

Fund positioning in LKFN was balanced in Q2 2019: 12 funds opened new positions, 12 closed out, 60 added to existing stakes and 48 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $7.36M. The largest seller was Ameriprise, cutting an estimated $6.38M.

  • 149 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2019, down from 151 in Q1 2019.
  • Funds reported $899M of Lakeland Financial Corp stock for Q2 2019, up 5.2% quarter-over-quarter.
  • 12 funds opened new Lakeland Financial Corp positions in Q2 2019 and 12 closed out, a net change of 0 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2019 was Nuveen, an estimated $7.36M added.
  • The largest Lakeland Financial Corp seller in Q2 2019 was Ameriprise, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2019.