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Lakeland Financial Corp
LKFN

141 hedge funds and large institutions have $863M invested in Lakeland Financial Corp in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.13% more ownership

Funds ownership: 75.43% → 76.55% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $899M → $863M (-$35.8M)

5% less funds holding

Funds holding: 149 → 141 (-8)

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
53
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$6.15M
2
Victory Capital Management
Victory Capital Management
Texas
+$5.83M
3
CCM
Copeland Capital Management
Pennsylvania
+$4.27M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$3.86M
5
BlackRock
BlackRock
New York
+$2.83M

Top Sellers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
-$3.57M
2
Invesco
Invesco
Georgia
-$2.07M
3
Deutsche Bank
Deutsche Bank
Germany
-$1.66M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.42M
5
Ameriprise
Ameriprise
Minnesota
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$7.15M +$247K +5,585 +4%
TAM
27
Timucuan Asset Management
Florida
$6.83M +$471K +10,650 +7%
Charles Schwab
28
Charles Schwab
California
$6.72M +$213K +4,824 +3%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$6.62M +$695K +15,713 +12%
N
30
Nuveen
North Carolina
$6.07M -$880K -19,911 -13%
SCA
31
Stieven Capital Advisors
Missouri
$5.76M -$30.9K -700 -0.5%
RHCA
32
Rosenthal Henry Capital Advisors
Indiana
$4.98M – – –
WC
33
Walthausen & Co
New York
$4.86M – – –
Wells Fargo
34
Wells Fargo
California
$4.07M +$21.6K +489 +0.5%
1SB
35
1ST Source Bank
Indiana
$3.84M -$61.8K -1,399 -2%
KCM
36
Kennedy Capital Management
Missouri
$3.64M -$157K -3,549 -4%
JP Morgan Chase
37
JP Morgan Chase
New York
$3.35M +$275K +6,221 +9%
Bank of America
38
Bank of America
North Carolina
$3.2M -$111K -2,509 -3%
Federated Hermes
39
Federated Hermes
Pennsylvania
$2.77M -$506K -11,444 -15%
First Trust Advisors
40
First Trust Advisors
Illinois
$2.76M +$68.4K +1,547 +3%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$2.72M +$143K +3,244 +6%
WCM
42
Wedge Capital Management
North Carolina
$2.64M +$6.85K +155 +0.3%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$2.59M -$34.1K -772 -1%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$2.49M +$583K +13,192 +30%
CYG
45
Clean Yield Group
Vermont
$2.32M +$2.27M +51,260 +3,417%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$2.24M +$18.2K +411 +0.8%
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$2.23M -$40.1K -907 -2%
Millennium Management
48
Millennium Management
New York
$2.18M +$1.27M +28,678 +137%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.11M +$53K +1,200 +3%
Citadel Advisors
50
Citadel Advisors
Florida
$2.08M +$1.36M +30,816 +187%
1
2
3 4 5

LKFN Hedge Fund Activity: Q3 2019 in Review

141 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2019, worth a combined $863M — down 4% from $899M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of LKFN and 10 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 53 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $6.15M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $3.57M.

  • 141 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2019, down from 149 in Q2 2019.
  • Funds reported $863M of Lakeland Financial Corp stock for Q3 2019, down 4% quarter-over-quarter.
  • 10 funds opened new Lakeland Financial Corp positions in Q3 2019 and 18 closed out, a net change of -8 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2019 was Massachusetts Financial Services, an estimated $6.15M added.
  • The largest Lakeland Financial Corp seller in Q3 2019 was Vaughan Nelson Investment Management, an estimated $3.57M sold.

Based on aggregated 13F filings for Q3 2019.