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Lakeland Financial Corp
LKFN

166 hedge funds and large institutions have $1.16B invested in Lakeland Financial Corp in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 165 → 166 (+1)

0.33% more ownership

Funds ownership: 73.88% → 74.2% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

12% less capital invested

Capital invested by funds: $1.32B → $1.16B (-$154M)

30% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 71

Holders
166
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
50
Reduced
71
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$27.4M
2
ProShare Advisors
ProShare Advisors
Maryland
+$10.9M
3
State Street
State Street
Massachusetts
+$5.89M
4
SBH
Segall Bryant & Hamill
Illinois
+$3.56M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$12.1M
2
BlackRock
BlackRock
New York
-$10.4M
3
ZCM
Ziegler Capital Management
Illinois
-$5.48M
4
Goldman Sachs
Goldman Sachs
New York
-$4.31M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fuller & Thaler Asset Management
26
Fuller & Thaler Asset Management
California
$8.79M +$2.7M +42,120 +42%
N
27
Nuveen
North Carolina
$7.9M -$876K -13,686 -10%
ZCM
28
Ziegler Capital Management
Illinois
$7.89M -$5.48M -85,546 -64%
First Trust Advisors
29
First Trust Advisors
Illinois
$6.44M +$1.81M +28,266 +37%
RHCA
30
Rosenthal Henry Capital Advisors
Indiana
$5.65M – – –
FF
31
FourThought Financial
Florida
$4.45M +$56.8K +887 +1%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$4.2M -$794K -12,400 -15%
Renaissance Technologies
33
Renaissance Technologies
New York
$3.92M -$381K -5,949 -9%
FMWA
34
Forvis Mazars Wealth Advisors
Missouri
$3.86M +$10.7K +167 +0.3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.57M +$186K +2,898 +5%
Swiss National Bank
36
Swiss National Bank
Switzerland
$3.44M -$192K -3,000 -5%
WC
37
Walthausen & Co
New York
$3.43M -$682K -10,650 -16%
1SB
38
1ST Source Bank
Indiana
$3.31M – – –
KCM
39
Kennedy Capital Management
Missouri
$3.24M -$142K -2,220 -4%
MPAM
40
Monarch Partners Asset Management
Massachusetts
$3.19M -$2.89M -45,131 -47%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$2.95M +$13.4K +209 +0.4%
Wells Fargo
42
Wells Fargo
California
$2.88M -$1.23M -19,265 -29%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$2.68M -$256K -3,997 -8%
American Century Companies
44
American Century Companies
Missouri
$2.52M +$663K +10,350 +34%
WCM
45
Wedge Capital Management
North Carolina
$2.44M -$495K -7,735 -16%
ECM
46
ExodusPoint Capital Management
New York
$2.41M +$585K +9,131 +30%
Principal Financial Group
47
Principal Financial Group
Iowa
$2.25M +$543K +8,478 +30%
Barclays
48
Barclays
United Kingdom
$2.21M -$987K -15,426 -30%
Two Sigma Investments
49
Two Sigma Investments
New York
$2.17M +$2.25M +35,220 New
BCC
50
Bridge City Capital
Oregon
$2.13M -$75K -1,171 -3%
1
2
3 4 5

LKFN Hedge Fund Activity: Q2 2021 in Review

166 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2021, worth a combined $1.16B — down 12% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LKFN positions and 18 closed out — a net gain of 1 holder — while 50 added to existing stakes and 71 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $27.4M. The largest seller was Franklin Resources, cutting an estimated $12.1M.

  • 166 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2021, up from 165 in Q1 2021.
  • Funds reported $1.16B of Lakeland Financial Corp stock for Q2 2021, down 12% quarter-over-quarter.
  • 19 funds opened new Lakeland Financial Corp positions in Q2 2021 and 18 closed out, a net change of +1 holder.
  • The largest Lakeland Financial Corp buyer in Q2 2021 was Loomis, Sayles & Company, an estimated $27.4M added.
  • The largest Lakeland Financial Corp seller in Q2 2021 was Franklin Resources, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2021.