We are live on ! Find out more
LKFN icon

Lakeland Financial Corp
LKFN

127 hedge funds and large institutions have $806M invested in Lakeland Financial Corp in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

67.82% more ownership

Funds ownership: 0% → 67.82% (+68%)

37% more capital invested

Capital invested by funds: $588M → $806M (+$218M)

12% more funds holding

Funds holding: 113 → 127 (+14)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

Holders
127
Holders Change
+14
Holders Change %
+12.39%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
44
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$5.02M
2
Morgan Stanley
Morgan Stanley
New York
+$3.41M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.39M
4
CWAM
Columbia Wanger Asset Management
Illinois
+$2.48M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
WCM
Wedge Capital Management
North Carolina
-$5.39M
2
WC
Walthausen & Co
New York
-$4.32M
3
DIA
Dean Investment Associates
Ohio
-$3.82M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$2.71M
5
Northern Trust
Northern Trust
Illinois
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$657K -$1.51K -37 -0.3%
BA
77
BlackRock Advisors
Delaware
$622K +$1.75K +43 +0.3%
B
78
Barings
North Carolina
$604K – – –
PP
79
PDT Partners
New York
$597K -$12.2K -300 -2%
FFBTD
80
First Financial Bank - Trust Division
Ohio
$583K – – –
AA
81
ALPS Advisors
Colorado
$559K +$4.57K +112 +1%
Comerica Bank
82
Comerica Bank
Texas
$551K +$152K +3,728 +45%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$543K +$381K +9,346 +440%
Millennium Management
84
Millennium Management
New York
$515K -$64.8K -1,589 -13%
Citadel Advisors
85
Citadel Advisors
Florida
$479K +$413K +10,120 New
Connor, Clark & Lunn Investment Management (CC&L)
86
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$464K +$400K +9,800 New
Principal Financial Group
87
Principal Financial Group
Iowa
$436K +$375K +9,202 New
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$429K +$12.2K +300 +3%
OCG
89
Opus Capital Group
Ohio
$372K +$321K +7,861 New
Two Sigma Investments
90
Two Sigma Investments
New York
$352K -$804K -19,702 -73%
HCM
91
Highbridge Capital Management
New York
$346K +$298K +7,295 New
Bank of America
92
Bank of America
North Carolina
$340K -$311K -7,636 -52%
DTL
93
Dynamic Technology Lab
Singapore
$335K +$42.9K +1,052 +17%
Public Employees Retirement Association of Colorado
94
Public Employees Retirement Association of Colorado
Colorado
$328K – – –
MCM
95
Matarin Capital Management
New York
$306K -$41 -1 -0%
BlackRock
96
BlackRock
New York
$296K -$64.4K -1,580 -20%
AW
97
ACG Wealth
Georgia
$296K – – –
VKH
98
Virtu KCG Holdings
New York
$292K +$251K +6,162 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$284K – – –
Legal & General Group
100
Legal & General Group
United Kingdom
$279K +$104K +2,557 +77%
2 3
4
5 6

LKFN Hedge Fund Activity: Q4 2016 in Review

127 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2016, worth a combined $806M — up 37% from $588M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LKFN positions and 6 closed out — a net gain of 15 holders — while 44 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $5.02M. The largest seller was Wedge Capital Management, cutting an estimated $5.39M.

  • 127 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2016, up from 113 in Q3 2016.
  • Funds reported $806M of Lakeland Financial Corp stock for Q4 2016, up 37% quarter-over-quarter.
  • 21 funds opened new Lakeland Financial Corp positions in Q4 2016 and 6 closed out, a net change of +15 holders.
  • The largest Lakeland Financial Corp buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $5.02M added.
  • The largest Lakeland Financial Corp seller in Q4 2016 was Wedge Capital Management, an estimated $5.39M sold.

Based on aggregated 13F filings for Q4 2016.