Lakeland Financial Corp
LKFN
133 hedge funds and large institutions have $922M invested in Lakeland Financial Corp in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 20 closing their positions.
21% more capital invested
Capital invested by funds: $760M → $922M (+$161M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 136 → 133 (-3)
3.23% less ownership
Funds ownership: 80.33% → 77.11% (-3.2%)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
19% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$35.9M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$7.72M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$5.26M |
| 4 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$3.48M |
| 5 |
State Street
Boston,
Massachusetts
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$52M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$8.05M |
| 3 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$6.33M |
| 4 |
JP Morgan Chase
New York
|
-$3.55M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.28M |
LKFN Hedge Fund Activity: Q2 2020 in Review
133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2020, worth a combined $922M — up 21% from $760M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of LKFN and 18 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 44 added.
The largest buyer was Silvercrest Asset Management, adding an estimated $35.9M. The largest seller was Victory Capital Management, cutting an estimated $52M.
- 133 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2020, down from 136 in Q1 2020.
- Funds reported $922M of Lakeland Financial Corp stock for Q2 2020, up 21% quarter-over-quarter.
- 18 funds opened new Lakeland Financial Corp positions in Q2 2020 and 20 closed out, a net change of -2 holders.
- The largest Lakeland Financial Corp buyer in Q2 2020 was Silvercrest Asset Management, an estimated $35.9M added.
- The largest Lakeland Financial Corp seller in Q2 2020 was Victory Capital Management, an estimated $52M sold.
Based on aggregated 13F filings for Q2 2020.