Lakeland Financial Corp
LKFN
110 hedge funds and large institutions have $511M invested in Lakeland Financial Corp in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
5% more funds holding
Funds holding: 105 → 110 (+5)
0% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 42
6% less capital invested
Capital invested by funds: $543M → $511M (-$31.4M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$5.4M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$5M |
| 3 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$4.1M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$1.36M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$20.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.95M |
| 3 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$4.12M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.41M |
| 5 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$2.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFGIW
101
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $14K | +$1.3K | +45 | +11% |
|
|
RFC
102
Russell Frank Company
Seattle,
Washington
| $13K | -$183K | -6,327 | -94% |
|
|
TRCT
103
Tower Research Capital (TRC)
New York
| $9K | – | – | – |
|
104
Geode Capital Management
Boston,
Massachusetts
| $5.82K | +$188K | +6,483 | +4% |
|
105
UBS Group
Zurich,
Switzerland
| $4K | -$19.3K | -666 | -83% |
|
106
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | -$2.87K | -99 | -41% |
|
107
Barclays
London,
United Kingdom
| $3K | +$2.87K | +99 | New |
|
|
LTFS
108
Ladenburg Thalmann Financial Services
Miami,
Florida
| $1K | – | – | – |
|
|
BWA
109
Burt Wealth Advisors
North Bethesda,
Maryland
| $1K | +$347 | +12 | New |
|
110
Prudential Financial
Newark,
New Jersey
| – | -$822K | -26,451 | Closed |
|
111
Citadel Advisors
Miami,
Florida
| – | -$174K | -5,613 | Closed |
|
112
BNP Paribas Financial Markets
Paris,
France
| – | -$172K | -5,544 | Closed |
|
113
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$164K | -5,279 | Closed |
|
LKFN Hedge Fund Activity: Q1 2016 in Review
110 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2016, worth a combined $511M — down 5.8% from $543M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new LKFN positions and 4 closed out — a net gain of 6 holders — while 42 added to existing stakes and 42 trimmed.
The largest buyer was Vaughan Nelson Investment Management, adding an estimated $5.4M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $20.1M.
- 110 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2016, up from 105 in Q4 2015.
- Funds reported $511M of Lakeland Financial Corp stock for Q1 2016, down 5.8% quarter-over-quarter.
- 10 funds opened new Lakeland Financial Corp positions in Q1 2016 and 4 closed out, a net change of +6 holders.
- The largest Lakeland Financial Corp buyer in Q1 2016 was Vaughan Nelson Investment Management, an estimated $5.4M added.
- The largest Lakeland Financial Corp seller in Q1 2016 was Columbia Wanger Asset Management, an estimated $20.1M sold.
Based on aggregated 13F filings for Q1 2016.