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Lakeland Financial Corp
LKFN

121 hedge funds and large institutions have $431M invested in Lakeland Financial Corp in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more capital invested

Capital invested by funds: $422M → $431M (+$9M)

1% more funds holding

Funds holding: 120 → 121 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
36
Reduced
51
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
+$7.68M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.15M
3
NAP
New Amsterdam Partners
New York
+$2.1M
4
GT
Glenmede Trust
Pennsylvania
+$2.09M
5
BIT
BlackRock Institutional Trust
California
+$680K

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.23M
2
American Century Companies
American Century Companies
Missouri
-$2.5M
3
CM
CS McKee
Pennsylvania
-$1.71M
4
RP
Reinhart Partners
Wisconsin
-$1.66M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
76
Palouse Capital Management
Washington
$483K +$118K +4,650 +35%
AIG
77
American International Group
New York
$481K +$10.2K +402 +2%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$469K – – –
SI
79
SII Investments
Wisconsin
$459K +$17.9K +705 +4%
Truist Financial
80
Truist Financial
North Carolina
$455K -$50.7K -1,995 -11%
BA
81
BlackRock Advisors
Delaware
$445K +$11.5K +454 +3%
ACM
82
Ativo Capital Management
Illinois
$422K +$400K +15,726 New
1GA
83
1st Global Advisors
Texas
$383K +$35.6K +1,401 +11%
RFC
84
Russell Frank Company
Washington
$382K -$588K -23,150 -62%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$365K -$428K -16,841 -55%
FFBTD
86
First Financial Bank - Trust Division
Ohio
$330K – – –
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$330K – – –
Two Sigma Investments
88
Two Sigma Investments
New York
$322K +$305K +12,014 New
Los Angeles Capital Management
89
Los Angeles Capital Management
California
$300K -$168K -6,591 -37%
VRS
90
Virginia Retirement Systems
Virginia
$273K – – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$267K +$2.29K +90 +0.9%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$247K +$35.8K +1,407 +18%
AG
93
Aperio Group
California
$246K +$233K +9,177 New
TD Asset Management
94
TD Asset Management
Ontario, Canada
$239K – – –
CEP
95
Chicago Equity Partners
Illinois
$237K +$225K +8,850 New
GMIM
96
General Motors Investment Management
New York
$209K -$18.6K -731 -9%
UBS AM
97
UBS AM
Illinois
$205K +$194K +7,650 New
DC
98
Deere & Company
Illinois
$204K -$38.5K -1,514 -17%
Axa
99
Axa
France
$193K – – –
Citigroup
100
Citigroup
New York
$171K -$145K -5,703 -47%
2 3
4
5 6

LKFN Hedge Fund Activity: Q1 2014 in Review

121 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2014, worth a combined $431M — up 2.1% from $422M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LKFN positions and 8 closed out — a net gain of 2 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was AJO LP, adding an estimated $7.68M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $6.23M sold.

  • 121 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2014, up from 120 in Q4 2013.
  • Funds reported $431M of Lakeland Financial Corp stock for Q1 2014, up 2.1% quarter-over-quarter.
  • 10 funds opened new Lakeland Financial Corp positions in Q1 2014 and 8 closed out, a net change of +2 holders.
  • The largest Lakeland Financial Corp buyer in Q1 2014 was AJO LP, an estimated $7.68M added.
  • The largest Lakeland Financial Corp seller in Q1 2014 was Lord, Abbett & Co, an estimated $6.23M sold.

Based on aggregated 13F filings for Q1 2014.