Lakeland Financial Corp
LKFN
111 hedge funds and large institutions have $514M invested in Lakeland Financial Corp in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
8% more capital invested
Capital invested by funds: $474M → $514M (+$39.5M)
5% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 40
3% less funds holding
Funds holding: 115 → 111 (-4)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$7.88M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$4.39M |
| 3 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$3.89M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$2.14M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$1.85M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
-$1.79M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$1.22M |
| 4 |
Two Sigma Investments
New York
|
-$1.01M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$996K |
LKFN Hedge Fund Activity: Q3 2015 in Review
111 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2015, worth a combined $514M — up 8.3% from $474M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of LKFN and 7 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 42 added.
The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $7.88M. The largest seller was Rice Hall James & Associates, exiting entirely with an estimated $1.85M sold.
- 111 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2015, down from 115 in Q2 2015.
- Funds reported $514M of Lakeland Financial Corp stock for Q3 2015, up 8.3% quarter-over-quarter.
- 7 funds opened new Lakeland Financial Corp positions in Q3 2015 and 10 closed out, a net change of -3 holders.
- The largest Lakeland Financial Corp buyer in Q3 2015 was Vaughan Nelson Investment Management, an estimated $7.88M added.
- The largest Lakeland Financial Corp seller in Q3 2015 was Rice Hall James & Associates, an estimated $1.85M sold.
Based on aggregated 13F filings for Q3 2015.