We are live on ! Find out more
LKFN icon

Lakeland Financial Corp
LKFN

127 hedge funds and large institutions have $802M invested in Lakeland Financial Corp in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $740M → $802M (+$61.2M)

6% more funds holding

Funds holding: 120 → 127 (+7)

1.19% more ownership

Funds ownership: 68.18% → 69.37% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
41
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$15.6M
2
Goldman Sachs
Goldman Sachs
New York
+$4.75M
3
MFWM
Motley Fool Wealth Management
Virginia
+$3.54M
4
Stifel Financial
Stifel Financial
Missouri
+$1.83M
5
Franklin Resources
Franklin Resources
California
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
CWAM
Columbia Wanger Asset Management
Illinois
-$3.79M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$2.43M
3
BlackRock
BlackRock
New York
-$2.38M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.16M
5
BTW
Boston Trust Walden
Massachusetts
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
51
Millennium Management
New York
$1.31M -$619K -13,897 -33%
SI
52
SII Investments
Wisconsin
$1.21M -$40.4K -907 -3%
KeyBank National Association
53
KeyBank National Association
Ohio
$1.2M -$890 -20 -0.1%
Federated Hermes
54
Federated Hermes
Pennsylvania
$1.16M +$21.9K +493 +2%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$1.13M – – –
NFA
56
Nationwide Fund Advisors
Ohio
$1.12M +$5.48K +123 +0.5%
MC
57
Menta Capital
California
$1.05M +$1.02M +22,912 New
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$1.02M +$37.3K +838 +4%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$989K -$80.1K -1,800 -8%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$983K +$307K +6,900 +47%
PPA
61
Parametric Portfolio Associates
Washington
$952K +$8.33K +187 +0.9%
Citadel Advisors
62
Citadel Advisors
Florida
$924K +$497K +11,172 +125%
FMWA
63
Forvis Mazars Wealth Advisors
Missouri
$887K +$203K +4,558 +31%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$845K +$10.5K +236 +1%
SIM
65
Spark Investment Management
New York
$807K – – –
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$799K – – –
GCP
67
GSA Capital Partners
United Kingdom
$743K -$1.12M -25,075 -61%
WI
68
WBI Investments
New Jersey
$720K -$299K -6,723 -30%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$691K – – –
VOYA Investment Management
70
VOYA Investment Management
Georgia
$690K +$33.7K +758 +5%
AIG
71
American International Group
New York
$688K +$5.7K +128 +0.9%
VRS
72
Virginia Retirement Systems
Virginia
$674K – – –
CS
73
Credit Suisse
Switzerland
$654K -$238K -5,355 -27%
AG
74
Aperio Group
California
$592K -$78.9K -1,773 -12%
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$588K – – –
1 2
3
4 5

LKFN Hedge Fund Activity: Q2 2017 in Review

127 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2017, worth a combined $802M — up 8.3% from $740M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LKFN positions and 8 closed out — a net gain of 7 holders — while 41 added to existing stakes and 48 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $15.6M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $3.79M.

  • 127 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2017, up from 120 in Q1 2017.
  • Funds reported $802M of Lakeland Financial Corp stock for Q2 2017, up 8.3% quarter-over-quarter.
  • 15 funds opened new Lakeland Financial Corp positions in Q2 2017 and 8 closed out, a net change of +7 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2017 was Neuberger Berman Group, an estimated $15.6M added.
  • The largest Lakeland Financial Corp seller in Q2 2017 was Columbia Wanger Asset Management, an estimated $3.79M sold.

Based on aggregated 13F filings for Q2 2017.