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Lakeland Financial Corp
LKFN

121 hedge funds and large institutions have $431M invested in Lakeland Financial Corp in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more capital invested

Capital invested by funds: $422M → $431M (+$9M)

1% more funds holding

Funds holding: 120 → 121 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
36
Reduced
51
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
+$7.68M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.15M
3
NAP
New Amsterdam Partners
New York
+$2.1M
4
GT
Glenmede Trust
Pennsylvania
+$2.09M
5
BIT
BlackRock Institutional Trust
California
+$680K

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.23M
2
American Century Companies
American Century Companies
Missouri
-$2.5M
3
CM
CS McKee
Pennsylvania
-$1.71M
4
RP
Reinhart Partners
Wisconsin
-$1.66M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
EMFAT
51
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.11M -$1.05M -41,344 -50%
SBH
52
Segall Bryant & Hamill
Illinois
$1.08M +$41.6K +1,635 +4%
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.06M – – –
MAA
54
Managed Account Advisors
New Jersey
$1.06M +$124K +4,887 +14%
TA
55
Teachers Advisors
New York
$1.02M +$49.2K +1,935 +5%
First Trust Advisors
56
First Trust Advisors
Illinois
$1M +$209K +8,237 +28%
NI
57
Numeric Investors
Massachusetts
$976K -$552K -21,704 -37%
ZIM
58
Zacks Investment Management
Illinois
$976K +$265K +10,428 +40%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$931K -$27.1K -1,065 -3%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$740K -$7.14K -281 -1%
Swiss National Bank
61
Swiss National Bank
Switzerland
$716K +$153K +6,000 +29%
MAM
62
Martingale Asset Management
Massachusetts
$693K -$83.9K -3,300 -11%
ProShare Advisors
63
ProShare Advisors
Maryland
$668K +$633K +24,902 New
US Bancorp
64
US Bancorp
Minnesota
$623K -$14.3K -562 -2%
PAM
65
Panagora Asset Management
Massachusetts
$603K +$59.9K +2,356 +12%
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$558K – – –
RBA
67
Richard Bernstein Advisors
New York
$539K – – –
Morgan Stanley
68
Morgan Stanley
New York
$535K -$672K -26,454 -57%
GCP
69
GSA Capital Partners
United Kingdom
$535K +$168K +6,600 +49%
CS
70
Credit Suisse
Switzerland
$522K -$247K -9,711 -33%
AQR Capital Management
71
AQR Capital Management
Connecticut
$521K +$13.6K +534 +3%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$509K -$8.08K -318 -2%
Deutsche Bank
73
Deutsche Bank
Germany
$492K +$169K +6,665 +57%
Federated Hermes
74
Federated Hermes
Pennsylvania
$490K +$304K +11,948 +189%
Millennium Management
75
Millennium Management
New York
$489K +$231K +9,095 +99%
1 2
3
4 5

LKFN Hedge Fund Activity: Q1 2014 in Review

121 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2014, worth a combined $431M — up 2.1% from $422M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LKFN positions and 8 closed out — a net gain of 2 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was AJO LP, adding an estimated $7.68M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $6.23M sold.

  • 121 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2014, up from 120 in Q4 2013.
  • Funds reported $431M of Lakeland Financial Corp stock for Q1 2014, up 2.1% quarter-over-quarter.
  • 10 funds opened new Lakeland Financial Corp positions in Q1 2014 and 8 closed out, a net change of +2 holders.
  • The largest Lakeland Financial Corp buyer in Q1 2014 was AJO LP, an estimated $7.68M added.
  • The largest Lakeland Financial Corp seller in Q1 2014 was Lord, Abbett & Co, an estimated $6.23M sold.

Based on aggregated 13F filings for Q1 2014.