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Lakeland Financial Corp
LKFN

124 hedge funds and large institutions have $413M invested in Lakeland Financial Corp in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 121 → 124 (+3)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

1% more capital invested

Capital invested by funds: $411M → $413M (+$2.06M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
43
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OCG
Opus Capital Group
Ohio
+$5.34M
2
SBH
Segall Bryant & Hamill
Illinois
+$4.1M
3
WC
Walthausen & Co
New York
+$3.58M
4
Ameriprise
Ameriprise
Minnesota
+$2.94M
5
GT
Glenmede Trust
Pennsylvania
+$2.1M

Top Sellers

Rank Fund Capital Flow
1
QBFM
QS Batterymarch Financial Management
New York
-$2.71M
2
AL
AJO LP
Pennsylvania
-$2.64M
3
MCM
Maltese Capital Management
New York
-$2.48M
4
CM
CS McKee
Pennsylvania
-$1.85M
5
PI
Putnam Investments
Massachusetts
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
51
Dean Investment Associates
Ohio
$1.27M +$1.29M +50,835 New
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.26M +$1.28M +50,400 New
MAA
53
Managed Account Advisors
New Jersey
$1.18M +$97.5K +3,843 +9%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.15M +$14.2K +559 +1%
First Trust Advisors
55
First Trust Advisors
Illinois
$1.1M +$188K +7,425 +20%
KeyBank National Association
56
KeyBank National Association
Ohio
$1.03M -$12K -474 -1%
AllianceBernstein
57
AllianceBernstein
Tennessee
$988K – – –
TA
58
Teachers Advisors
New York
$888K – – –
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$831K +$3.81K +150 +0.5%
NI
60
Numeric Investors
Massachusetts
$768K – – –
EWM
61
Elite Wealth Management
Washington
$743K – – –
Swiss National Bank
62
Swiss National Bank
Switzerland
$694K – – –
Federated Hermes
63
Federated Hermes
Pennsylvania
$664K +$40.7K +1,603 +6%
MAM
64
Martingale Asset Management
Massachusetts
$601K -$45.7K -1,800 -7%
SI
65
SII Investments
Wisconsin
$596K +$7.99K +315 +1%
PAM
66
Panagora Asset Management
Massachusetts
$560K – – –
US Bancorp
67
US Bancorp
Minnesota
$545K +$76 +3 +0%
RBA
68
Richard Bernstein Advisors
New York
$503K – – –
AQR Capital Management
69
AQR Capital Management
Connecticut
$475K -$87.6K -3,450 -15%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$438K – – –
AIG
71
American International Group
New York
$435K -$305 -12 -0.1%
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$430K -$91.7K -3,612 -17%
ACM
73
Ativo Capital Management
Illinois
$418K +$25.4K +1,001 +6%
AG
74
Aperio Group
California
$388K +$150K +5,910 +61%
VRS
75
Virginia Retirement Systems
Virginia
$379K +$126K +4,950 +49%
1 2
3
4 5

LKFN Hedge Fund Activity: Q3 2014 in Review

124 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2014, worth a combined $413M — up 0.5% from $411M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LKFN positions and 7 closed out — a net gain of 3 holders — while 43 added to existing stakes and 42 trimmed.

The largest buyer was Opus Capital Group, opening a new position worth an estimated $5.34M. The largest seller was QS Batterymarch Financial Management, exiting entirely with an estimated $2.71M sold.

  • 124 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2014, up from 121 in Q2 2014.
  • Funds reported $413M of Lakeland Financial Corp stock for Q3 2014, up 0.5% quarter-over-quarter.
  • 10 funds opened new Lakeland Financial Corp positions in Q3 2014 and 7 closed out, a net change of +3 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2014 was Opus Capital Group, an estimated $5.34M added.
  • The largest Lakeland Financial Corp seller in Q3 2014 was QS Batterymarch Financial Management, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2014.