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Lakeland Financial Corp

201 hedge funds and large institutions have $1.51B invested in Lakeland Financial Corp in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

8% more funds holding

Funds holding: 186201 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.8% less ownership

Funds ownership: 82.06%80.26% (-1.8%)

9% less capital invested

Capital invested by funds: $1.66B → $1.51B (-$154M)

12% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 75

Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
66
Reduced
75
Closed
14
Calls
$226K
Puts
Net Calls
+$226K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$2.46M +$158K +1,976 +6%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$2.33M -$223K -2,791 -8%
Stifel Financial
53
Stifel Financial
Missouri
$2.11M +$214K +2,674 +10%
Prudential Financial
54
Prudential Financial
New Jersey
$2.06M -$17K -213 -0.7%
Aviva
55
Aviva
United Kingdom
$2.03M +$2.22M +27,772 New
JP Morgan Chase
56
JP Morgan Chase
New York
$1.94M +$254K +3,183 +14%
WCM
57
Wedge Capital Management
North Carolina
$1.86M -$663K -8,305 -25%
WC
58
Walthausen & Co
New York
$1.86M -$58.3K -730 -3%
CS
59
Credit Suisse
Switzerland
$1.85M +$95.8K +1,199 +5%
FFA
60
Fi3 Financial Advisors
Indiana
$1.83M +$61.7K +772 +3%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$1.79M -$3.02M -37,782 -61%
Citigroup
62
Citigroup
New York
$1.75M +$348K +4,357 +22%
YCM
63
Yousif Capital Management
Michigan
$1.71M +$5.99K +75 +0.3%
CSS
64
Cubist Systematic Strategies
Connecticut
$1.7M +$1.86M +23,225 New
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$1.65M +$1.8M +22,583 New
HSBC Holdings
66
HSBC Holdings
United Kingdom
$1.65M -$6.43M -80,480 -78%
Canada Life
67
Canada Life
Manitoba, Canada
$1.65M +$1.36K +17 +0.1%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1.63M -$419K -5,251 -19%
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.59M +$215K +2,691 +14%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$1.5M +$639 +8 +0%
BCC
71
Bridge City Capital
Oregon
$1.41M -$619K -7,752 -29%
UBS AM
72
UBS AM
Illinois
$1.39M
UCI
73
Uncommon Cents Investing
Wisconsin
$1.34M -$3.99K -50 -0.3%
TPSF
74
Texas Permanent School Fund
Texas
$1.31M -$23.9K -299 -2%
SOADOR
75
State of Alaska Department of Revenue
Alaska
$1.29M -$21.6K -270 -2%

LKFN Hedge Fund Activity: Q1 2022 in Review

201 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2022, worth a combined $1.51B — down 9.2% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LKFN positions and 14 closed out — a net gain of 18 holders — while 66 added to existing stakes and 75 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $54.4M. The largest seller was Massachusetts Financial Services, cutting an estimated $36.6M.

  • 201 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2022, up from 186 in Q4 2021.
  • Funds reported $1.51B of Lakeland Financial Corp stock for Q1 2022, down 9.2% quarter-over-quarter.
  • 32 funds opened new Lakeland Financial Corp positions in Q1 2022 and 14 closed out, a net change of +18 holders.
  • The largest Lakeland Financial Corp buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $54.4M added.
  • The largest Lakeland Financial Corp seller in Q1 2022 was Massachusetts Financial Services, an estimated $36.6M sold.

Based on aggregated 13F filings for Q1 2022.