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Lakeland Financial Corp

140 hedge funds and large institutions have $835M invested in Lakeland Financial Corp in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 140140 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.97% less ownership

Funds ownership: 71.97%71% (-0.97%)

5% less capital invested

Capital invested by funds: $877M → $835M (-$42.3M)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
42
Reduced
49
Closed
12
Calls
$465K
Puts
Net Calls
+$465K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$1.64M +$97.5K +1,995 +6%
OAM
52
Oxford Asset Management
United Kingdom
$1.63M +$929K +19,015 +120%
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.55M -$53.8K -1,100 -3%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$1.53M
3C
55
361 Capital
Colorado
$1.52M +$7.13K +146 +0.4%
CM
56
CS McKee
Pennsylvania
$1.43M
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$1.4M
AQR Capital Management
58
AQR Capital Management
Connecticut
$1.37M -$333K -6,823 -19%
PPA
59
Parametric Portfolio Associates
Washington
$1.34M -$385K -7,883 -21%
Two Sigma Investments
60
Two Sigma Investments
New York
$1.25M -$506K -10,362 -28%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$1.2M -$12.9K -263 -1%
UCI
62
Uncommon Cents Investing
Wisconsin
$1.18M
SGAM
63
Smith Group Asset Management
Texas
$1.15M +$1.21M +24,690 New
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$1.15M
KeyBank National Association
65
KeyBank National Association
Ohio
$1.05M
BCC
66
Bridge City Capital
Oregon
$935K -$41.9K -858 -4%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$803K
SFC
68
SYM Financial Corp
Indiana
$803K +$532K +10,878 +170%
VRS
69
Virginia Retirement Systems
Virginia
$781K
Comerica Bank
70
Comerica Bank
Texas
$754K -$684 -14 -0.1%
AIG
71
American International Group
New York
$753K +$14.3K +293 +2%
CEP
72
Chicago Equity Partners
Illinois
$747K -$1.21M -24,796 -61%
AIM
73
Assured Investment Management
New York
$710K +$240K +4,912 +47%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$683K -$120K -2,457 -14%
CS
75
Credit Suisse
Switzerland
$675K -$250K -5,118 -26%

LKFN Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2018, worth a combined $835M — down 4.8% from $877M a quarter earlier.

Fund positioning in LKFN was balanced in Q3 2018: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 49 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $4.22M. The largest seller was Fidelity Investments, cutting an estimated $22.2M.

  • 140 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $835M of Lakeland Financial Corp stock for Q3 2018, down 4.8% quarter-over-quarter.
  • 12 funds opened new Lakeland Financial Corp positions in Q3 2018 and 12 closed out, a net change of 0 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2018 was Renaissance Technologies, an estimated $4.22M added.
  • The largest Lakeland Financial Corp seller in Q3 2018 was Fidelity Investments, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2018.