We are live on ! Find out more
LKFN icon

Lakeland Financial Corp

215 hedge funds and large institutions have $1.36B invested in Lakeland Financial Corp in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

48% more call options, than puts

Call options by funds: $206K | Put options by funds: $139K

7% more funds holding

Funds holding: 201215 (+14)

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

0.32% more ownership

Funds ownership: 80.26%80.58% (+0.32%)

10% less capital invested

Capital invested by funds: $1.51B → $1.36B (-$151M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
72
Reduced
70
Closed
15
Calls
$206K
Puts
$139K
Net Calls
+$67K
Net Calls Change
-$159K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$2.77M +$428 +6 +0%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$2.61M +$1.2M +16,775 +74%
ACA
53
Aptus Capital Advisors
Alabama
$2.57M +$101K +1,422 +4%
LPL Financial
54
LPL Financial
California
$2.42M +$14.7K +206 +0.6%
Tudor Investment Corp
55
Tudor Investment Corp
Connecticut
$2.3M +$1.26M +17,603 +103%
AllianceBernstein
56
AllianceBernstein
Tennessee
$2.27M +$31.4K +441 +1%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$2.13M +$14.5K +203 +0.6%
Prudential Financial
58
Prudential Financial
New Jersey
$1.98M +$131K +1,837 +7%
Voloridge Investment Management
59
Voloridge Investment Management
Florida
$1.96M +$1.16M +16,217 +122%
Aviva
60
Aviva
United Kingdom
$1.91M +$64.6K +906 +3%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$1.75M +$1.88M +26,300 New
Comerica Bank
62
Comerica Bank
Texas
$1.7M -$562K -7,887 -24%
FFA
63
Fi3 Financial Advisors
Indiana
$1.66M +$9.63K +135 +0.5%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.65M +$307K +4,305 +21%
Canada Life
65
Canada Life
Manitoba, Canada
$1.64M +$194K +2,723 +12%
COPPSERS
66
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.53M +$92.2K +1,293 +6%
HF
67
HRT Financial
New York
$1.5M +$1.61M +22,643 New
WC
68
Walthausen & Co
New York
$1.47M -$242K -3,390 -13%
Millennium Management
69
Millennium Management
New York
$1.45M +$1.56M +21,878 New
CS
70
Credit Suisse
Switzerland
$1.44M -$257K -3,605 -14%
YCM
71
Yousif Capital Management
Michigan
$1.38M -$183K -2,565 -11%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$1.35M -$138K -1,942 -9%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$1.32M +$573K +8,040 +68%
Squarepoint
74
Squarepoint
New York
$1.3M +$740K +10,381 +112%
BCC
75
Bridge City Capital
Oregon
$1.28M -$2.42K -34 -0.2%

LKFN Hedge Fund Activity: Q2 2022 in Review

215 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2022, worth a combined $1.36B — down 10% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LKFN positions and 15 closed out — a net gain of 19 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $10.2M. The largest seller was Ameriprise, cutting an estimated $23.6M.

  • 215 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2022, up from 201 in Q1 2022.
  • Funds reported $1.36B of Lakeland Financial Corp stock for Q2 2022, down 10% quarter-over-quarter.
  • 34 funds opened new Lakeland Financial Corp positions in Q2 2022 and 15 closed out, a net change of +19 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $10.2M added.
  • The largest Lakeland Financial Corp seller in Q2 2022 was Ameriprise, an estimated $23.6M sold.

Based on aggregated 13F filings for Q2 2022.