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Lakeland Financial Corp

149 hedge funds and large institutions have $899M invested in Lakeland Financial Corp in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 48

5% more capital invested

Capital invested by funds: $855M → $899M (+$44.3M)

1.67% more ownership

Funds ownership: 73.75%75.43% (+1.7%)

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

1% less funds holding

Funds holding: 151149 (-2)

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
60
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$1.96M
PPA
52
Parametric Portfolio Associates
Washington
$1.93M +$353K +7,563 +23%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$1.86M
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.78M +$14.1K +303 +0.8%
AllianceBernstein
55
AllianceBernstein
Tennessee
$1.59M +$32.6K +700 +2%
MCM
56
Matarin Capital Management
New York
$1.54M +$705K +15,129 +86%
Skandinaviska Enskilda Banken (SEB)
57
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.52M +$1.51M +32,500 New
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$1.42M +$168K +3,613 +14%
CM
59
CS McKee
Pennsylvania
$1.33M -$32.6K -700 -2%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$1.3M +$2.94K +63 +0.2%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$1.29M -$35K -750 -3%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$1.2M +$636K +13,648 +114%
UCI
63
Uncommon Cents Investing
Wisconsin
$1.16M +$6.99K +150 +0.6%
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
$1.06M -$29.1K -625 -3%
BCC
66
Bridge City Capital
Oregon
$1.05M +$5.17K +111 +0.5%
PP
67
PDT Partners
New York
$987K -$46.6K -1,000 -5%
Millennium Management
68
Millennium Management
New York
$983K -$537K -11,519 -35%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$843K +$4.24K +91 +0.5%
SFM
70
Systematic Financial Management
New Jersey
$831K -$447K -9,580 -35%
Comerica Bank
71
Comerica Bank
Texas
$827K +$50.3K +1,080 +6%
Citadel Advisors
72
Citadel Advisors
Florida
$771K +$313K +6,709 +69%
VRS
73
Virginia Retirement Systems
Virginia
$763K -$51.3K -1,100 -6%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$757K +$77.1K +1,655 +11%
CS
75
Credit Suisse
Switzerland
$749K -$279K -5,995 -27%

LKFN Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2019, worth a combined $899M — up 5.2% from $855M a quarter earlier.

Fund positioning in LKFN was balanced in Q2 2019: 12 funds opened new positions, 12 closed out, 60 added to existing stakes and 48 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $7.36M. The largest seller was Ameriprise, cutting an estimated $6.38M.

  • 149 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2019, down from 151 in Q1 2019.
  • Funds reported $899M of Lakeland Financial Corp stock for Q2 2019, up 5.2% quarter-over-quarter.
  • 12 funds opened new Lakeland Financial Corp positions in Q2 2019 and 12 closed out, a net change of 0 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2019 was Nuveen, an estimated $7.36M added.
  • The largest Lakeland Financial Corp seller in Q2 2019 was Ameriprise, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2019.