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Lakeland Financial Corp
LKFN

135 hedge funds and large institutions have $870M invested in Lakeland Financial Corp in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

10% more funds holding

Funds holding: 123 → 135 (+12)

1.2% more ownership

Funds ownership: 69.97% → 71.17% (+1.2%)

1% more capital invested

Capital invested by funds: $859M → $870M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

33% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 54

Holders
135
Holders Change
+12
Holders Change %
+9.76%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
36
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$17.7M
2
SBH
Segall Bryant & Hamill
Illinois
+$8.72M
3
State Street
State Street
Massachusetts
+$1.58M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$1.47M
5
PPA
Parametric Portfolio Associates
Washington
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.03M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.86M
3
Millennium Management
Millennium Management
New York
-$1.59M
4
Stifel Financial
Stifel Financial
Missouri
-$1.55M
5
1SB
1ST Source Bank
Indiana
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
76
Engineers Gate Manager
New York
$519K +$523K +10,696 New
MCM
77
Matarin Capital Management
New York
$470K +$6.61K +135 +1%
CCA
78
Catalyst Capital Advisors
New York
$466K +$470K +9,600 New
LCM
79
Legato Capital Management
California
$453K – – –
SIM
80
Spark Investment Management
New York
$441K – – –
Principal Financial Group
81
Principal Financial Group
Iowa
$417K -$272K -5,567 -39%
William Blair & Company
82
William Blair & Company
Illinois
$417K – – –
SFC
83
SYM Financial Corp
Indiana
$413K +$417K +8,527 New
Teacher Retirement System of Texas
84
Teacher Retirement System of Texas
Texas
$402K +$406K +8,292 New
Los Angeles Capital Management
85
Los Angeles Capital Management
California
$395K -$44K -900 -10%
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$382K -$467K -9,538 -55%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$358K – – –
MA
88
Mutual Advisors
Nebraska
$354K +$357K +7,299 New
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$336K – – –
UCFA
90
United Capital Financial Advisors
Texas
$334K – – –
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$322K +$202K +4,132 +164%
BFC
92
Bedel Financial Consulting
Indiana
$313K +$316K +6,450 New
Squarepoint
93
Squarepoint
New York
$306K +$309K +6,313 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$301K – – –
Legal & General Group
95
Legal & General Group
United Kingdom
$291K -$17.5K -358 -6%
Barclays
96
Barclays
United Kingdom
$287K +$119K +2,422 +69%
Prudential Financial
97
Prudential Financial
New Jersey
$264K -$5.87K -120 -2%
XK
98
Xact Kapitalforvaltning
Sweden
$258K +$261K +5,330 New
OCG
99
Opus Capital Group
Ohio
$254K +$35.2K +719 +16%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$252K +$255K +5,205 New
2 3
4
5 6

LKFN Hedge Fund Activity: Q4 2017 in Review

135 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2017, worth a combined $870M — up 1.3% from $859M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LKFN positions and 11 closed out — a net gain of 12 holders — while 36 added to existing stakes and 54 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $17.7M. The largest seller was Fidelity Investments, cutting an estimated $6.03M.

  • 135 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2017, up from 123 in Q3 2017.
  • Funds reported $870M of Lakeland Financial Corp stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 23 funds opened new Lakeland Financial Corp positions in Q4 2017 and 11 closed out, a net change of +12 holders.
  • The largest Lakeland Financial Corp buyer in Q4 2017 was Neuberger Berman Group, an estimated $17.7M added.
  • The largest Lakeland Financial Corp seller in Q4 2017 was Fidelity Investments, an estimated $6.03M sold.

Based on aggregated 13F filings for Q4 2017.