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Lakeland Financial Corp

201 hedge funds and large institutions have $1.51B invested in Lakeland Financial Corp in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

8% more funds holding

Funds holding: 186201 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.8% less ownership

Funds ownership: 82.06%80.26% (-1.8%)

9% less capital invested

Capital invested by funds: $1.66B → $1.51B (-$154M)

12% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 75

Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
66
Reduced
75
Closed
14
Calls
$226K
Puts
Net Calls
+$226K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$9.37M +$1.24M +15,508 +14%
ZCM
27
Ziegler Capital Management
Illinois
$7.57M -$2.11M -26,360 -20%
N
28
Nuveen
North Carolina
$6.99M -$182K -2,282 -2%
RHCA
29
Rosenthal Henry Capital Advisors
Indiana
$6.18M -$560K -7,006 -8%
American Century Companies
30
American Century Companies
Missouri
$6.1M +$1.53M +19,149 +30%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$5.49M +$4.97M +62,200 +478%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$5.48M -$206K -2,583 -3%
FF
33
FourThought Financial
Florida
$5.2M
Citadel Advisors
34
Citadel Advisors
Florida
$5.1M +$1.23M +15,433 +28%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$4.77M +$228K +2,856 +5%
Bank of America
36
Bank of America
North Carolina
$4.72M -$1.64M -20,584 -24%
FMWA
37
Forvis Mazars Wealth Advisors
Missouri
$4.61M +$12.5K +157 +0.2%
First Trust Advisors
38
First Trust Advisors
Illinois
$4.59M -$268K -3,353 -5%
Legal & General Group
39
Legal & General Group
United Kingdom
$4.46M -$57.2K -716 -1%
Swiss National Bank
40
Swiss National Bank
Switzerland
$4.37M +$327K +4,100 +7%
PPA
41
Parametric Portfolio Associates
Washington
$4.23M +$541K +6,775 +13%
1SB
42
1ST Source Bank
Indiana
$3.92M
Barclays
43
Barclays
United Kingdom
$3.53M -$1.66M -20,821 -30%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.45M -$343K -4,300 -8%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$3.36M -$36.6M -458,074 -91%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$3.05M -$224K -2,810 -6%
ACA
47
Aptus Capital Advisors
Alabama
$2.72M +$189K +2,370 +7%
LPL Financial
48
LPL Financial
California
$2.64M -$18.1K -227 -0.6%
Wells Fargo
49
Wells Fargo
California
$2.62M -$895K -11,209 -24%
Comerica Bank
50
Comerica Bank
Texas
$2.53M -$200K -2,498 -7%

LKFN Hedge Fund Activity: Q1 2022 in Review

201 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2022, worth a combined $1.51B — down 9.2% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LKFN positions and 14 closed out — a net gain of 18 holders — while 66 added to existing stakes and 75 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $54.4M. The largest seller was Massachusetts Financial Services, cutting an estimated $36.6M.

  • 201 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2022, up from 186 in Q4 2021.
  • Funds reported $1.51B of Lakeland Financial Corp stock for Q1 2022, down 9.2% quarter-over-quarter.
  • 32 funds opened new Lakeland Financial Corp positions in Q1 2022 and 14 closed out, a net change of +18 holders.
  • The largest Lakeland Financial Corp buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $54.4M added.
  • The largest Lakeland Financial Corp seller in Q1 2022 was Massachusetts Financial Services, an estimated $36.6M sold.

Based on aggregated 13F filings for Q1 2022.