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Lakeland Financial Corp

215 hedge funds and large institutions have $1.36B invested in Lakeland Financial Corp in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

48% more call options, than puts

Call options by funds: $206K | Put options by funds: $139K

7% more funds holding

Funds holding: 201215 (+14)

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

0.32% more ownership

Funds ownership: 80.26%80.58% (+0.32%)

10% less capital invested

Capital invested by funds: $1.51B → $1.36B (-$151M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
72
Reduced
70
Closed
15
Calls
$206K
Puts
$139K
Net Calls
+$67K
Net Calls Change
-$159K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$8.02M +$6.05M +84,793 +236%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$7.23M +$3.1M +43,515 +67%
American Century Companies
28
American Century Companies
Missouri
$6.85M +$1.4M +19,613 +23%
JP Morgan Chase
29
JP Morgan Chase
New York
$6.22M +$4.78M +67,039 +252%
Citadel Advisors
30
Citadel Advisors
Florida
$6.2M +$1.67M +23,467 +34%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$5.97M +$6.41M +89,828 New
ZCM
32
Ziegler Capital Management
Illinois
$5.91M -$1.04M -14,644 -14%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$5M +$713 +10 +0%
CSS
34
Cubist Systematic Strategies
Connecticut
$4.97M +$3.68M +51,641 +222%
N
35
Nuveen
North Carolina
$4.95M -$1.11M -15,542 -17%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$4.85M -$153K -2,143 -3%
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$4.84M +$5.2M +72,943 New
Two Sigma Investments
38
Two Sigma Investments
New York
$4.7M +$3.92M +54,968 +347%
First Trust Advisors
39
First Trust Advisors
Illinois
$4.67M +$534K +7,485 +12%
Macquarie Group
40
Macquarie Group
Australia
$4.48M -$376K -5,266 -7%
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$4.2M +$12.8K +179 +0.3%
FF
42
FourThought Financial
Florida
$4.18M -$599K -8,400 -12%
Legal & General Group
43
Legal & General Group
United Kingdom
$4.1M +$50.3K +705 +1%
Swiss National Bank
44
Swiss National Bank
Switzerland
$3.98M
Stifel Financial
45
Stifel Financial
Missouri
$3.63M +$1.84M +25,803 +89%
Bank of America
46
Bank of America
North Carolina
$3.58M -$769K -10,777 -17%
1SB
47
1ST Source Bank
Indiana
$3.56M
ECM
48
ExodusPoint Capital Management
New York
$3.42M +$3.17M +44,506 +638%
Marshall Wace
49
Marshall Wace
United Kingdom
$3.28M +$3.52M +49,333 New
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.12M -$22.2K -311 -0.7%

LKFN Hedge Fund Activity: Q2 2022 in Review

215 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2022, worth a combined $1.36B — down 10% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LKFN positions and 15 closed out — a net gain of 19 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $10.2M. The largest seller was Ameriprise, cutting an estimated $23.6M.

  • 215 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2022, up from 201 in Q1 2022.
  • Funds reported $1.36B of Lakeland Financial Corp stock for Q2 2022, down 10% quarter-over-quarter.
  • 34 funds opened new Lakeland Financial Corp positions in Q2 2022 and 15 closed out, a net change of +19 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $10.2M added.
  • The largest Lakeland Financial Corp seller in Q2 2022 was Ameriprise, an estimated $23.6M sold.

Based on aggregated 13F filings for Q2 2022.