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Lakeland Financial Corp
LKFN

115 hedge funds and large institutions have $474M invested in Lakeland Financial Corp in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 36

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $438M → $474M (+$36.8M)

1% more funds holding

Funds holding: 114 → 115 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
47
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTW
Boston Trust Walden
Massachusetts
+$6.79M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.53M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.15M
4
GT
Glenmede Trust
Pennsylvania
+$1.01M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$768K

Top Sellers

Rank Fund Capital Flow
1
NAP
New Amsterdam Partners
New York
-$4.94M
2
MCM
McKinley Capital Management
Alaska
-$1.74M
3
PI
Putnam Investments
Massachusetts
-$1.4M
4
BFA
BlackRock Fund Advisors
California
-$1.21M
5
BIT
BlackRock Institutional Trust
California
-$979K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$1.14M – – –
BFC
52
Banc Funds Company
Illinois
$1.13M – – –
TA
53
Teachers Advisors
New York
$1.13M +$105K +3,867 +11%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$1.02M -$36K -1,328 -4%
Two Sigma Investments
55
Two Sigma Investments
New York
$1.01M -$319K -11,776 -25%
PPA
56
Parametric Portfolio Associates
Washington
$972K -$291K -10,722 -24%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$968K +$705K +25,974 +346%
EWM
58
Elite Wealth Management
Washington
$858K – – –
DCM
59
Dean Capital Management
Kansas
$852K +$153K +5,651 +24%
Morgan Stanley
60
Morgan Stanley
New York
$826K -$392K -14,450 -34%
Swiss National Bank
61
Swiss National Bank
Switzerland
$824K +$20.3K +750 +3%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$797K +$748K +27,575 New
SI
63
SII Investments
Wisconsin
$728K +$63.9K +2,355 +10%
MAM
64
Martingale Asset Management
Massachusetts
$723K +$89.5K +3,300 +15%
First Trust Advisors
65
First Trust Advisors
Illinois
$684K +$3.93K +145 +0.6%
US Bancorp
66
US Bancorp
Minnesota
$676K +$24.4K +899 +4%
NI
67
Numeric Investors
Massachusetts
$658K -$334K -12,300 -35%
Arrowstreet Capital
68
Arrowstreet Capital
Massachusetts
$599K +$561K +20,700 New
TC
69
TFS Capital
Pennsylvania
$591K +$554K +20,435 New
Two Sigma Advisers
70
Two Sigma Advisers
New York
$562K +$44.8K +1,650 +9%
CS
71
Credit Suisse
Switzerland
$541K +$87K +3,208 +21%
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$529K -$20.6K -759 -4%
BG
73
BlackRock Group
United Kingdom
$518K +$95.3K +3,513 +24%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$506K – – –
ACM
75
Ativo Capital Management
Illinois
$501K +$23.7K +873 +5%
1 2
3
4 5

LKFN Hedge Fund Activity: Q2 2015 in Review

115 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2015, worth a combined $474M — up 8.4% from $438M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LKFN positions and 8 closed out — a net gain of 1 holder — while 47 added to existing stakes and 36 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $6.79M. The largest seller was New Amsterdam Partners, exiting entirely with an estimated $4.94M sold.

  • 115 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2015, up from 114 in Q1 2015.
  • Funds reported $474M of Lakeland Financial Corp stock for Q2 2015, up 8.4% quarter-over-quarter.
  • 9 funds opened new Lakeland Financial Corp positions in Q2 2015 and 8 closed out, a net change of +1 holder.
  • The largest Lakeland Financial Corp buyer in Q2 2015 was Boston Trust Walden, an estimated $6.79M added.
  • The largest Lakeland Financial Corp seller in Q2 2015 was New Amsterdam Partners, an estimated $4.94M sold.

Based on aggregated 13F filings for Q2 2015.