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Lakeland Financial Corp
LKFN

127 hedge funds and large institutions have $806M invested in Lakeland Financial Corp in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

67.82% more ownership

Funds ownership: 0% → 67.82% (+68%)

37% more capital invested

Capital invested by funds: $588M → $806M (+$218M)

12% more funds holding

Funds holding: 113 → 127 (+14)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

Holders
127
Holders Change
+14
Holders Change %
+12.39%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
44
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$5.02M
2
Morgan Stanley
Morgan Stanley
New York
+$3.41M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.39M
4
CWAM
Columbia Wanger Asset Management
Illinois
+$2.48M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
WCM
Wedge Capital Management
North Carolina
-$5.39M
2
WC
Walthausen & Co
New York
-$4.32M
3
DIA
Dean Investment Associates
Ohio
-$3.82M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$2.71M
5
Northern Trust
Northern Trust
Illinois
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$1.65M – – –
NFA
52
Nationwide Fund Advisors
Ohio
$1.31M -$97K -2,378 -8%
SI
53
SII Investments
Wisconsin
$1.31M -$36.7K -900 -3%
Citigroup
54
Citigroup
New York
$1.24M +$849K +20,805 +383%
KeyBank National Association
55
KeyBank National Association
Ohio
$1.23M -$135K -3,300 -11%
CS
56
Credit Suisse
Switzerland
$1.22M -$164K -4,018 -13%
ACM
57
Ativo Capital Management
Illinois
$1.2M -$57.4K -1,408 -5%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$1.17M – – –
PAM
59
Panagora Asset Management
Massachusetts
$1.13M -$32.5K -798 -3%
WI
60
WBI Investments
New Jersey
$1.13M -$161K -3,943 -14%
BFC
61
Banc Funds Company
Illinois
$1.07M – – –
GCP
62
GSA Capital Partners
United Kingdom
$1.06M +$478K +11,708 +111%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$1.04M +$1.55K +38 +0.2%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$988K -$106K -2,600 -11%
BG
65
BlackRock Group
United Kingdom
$977K +$41.1K +1,008 +5%
PPA
66
Parametric Portfolio Associates
Washington
$934K +$33.9K +830 +4%
SIM
67
Spark Investment Management
New York
$833K +$718K +17,600 New
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$825K -$41 -1 -0%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$756K +$6.69K +164 +1%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$713K – – –
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$699K +$602K +14,751 New
VRS
72
Virginia Retirement Systems
Virginia
$696K – – –
AP
73
AHL Partners
United Kingdom
$690K -$82.4K -2,020 -12%
AG
74
Aperio Group
California
$687K -$4.69K -115 -0.8%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$677K -$53.2K -1,304 -8%
1 2
3
4 5

LKFN Hedge Fund Activity: Q4 2016 in Review

127 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2016, worth a combined $806M — up 37% from $588M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LKFN positions and 6 closed out — a net gain of 15 holders — while 44 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $5.02M. The largest seller was Wedge Capital Management, cutting an estimated $5.39M.

  • 127 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2016, up from 113 in Q3 2016.
  • Funds reported $806M of Lakeland Financial Corp stock for Q4 2016, up 37% quarter-over-quarter.
  • 21 funds opened new Lakeland Financial Corp positions in Q4 2016 and 6 closed out, a net change of +15 holders.
  • The largest Lakeland Financial Corp buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $5.02M added.
  • The largest Lakeland Financial Corp seller in Q4 2016 was Wedge Capital Management, an estimated $5.39M sold.

Based on aggregated 13F filings for Q4 2016.