Lakeland Financial Corp
LKFN
106 hedge funds and large institutions have $525M invested in Lakeland Financial Corp in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 10 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 39
3% more capital invested
Capital invested by funds: $511M → $525M (+$14M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 110 → 106 (-4)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$19.5M |
| 2 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$1.59M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$1.46M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$1.29M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$718K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$17M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$2.46M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.91M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.53M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.43M |
LKFN Hedge Fund Activity: Q2 2016 in Review
106 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2016, worth a combined $525M — up 2.7% from $511M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of LKFN and 8 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 41 added.
The largest buyer was Franklin Resources, adding an estimated $19.5M. The largest seller was Glenmede Trust, exiting entirely with an estimated $17M sold.
- 106 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2016, down from 110 in Q1 2016.
- Funds reported $525M of Lakeland Financial Corp stock for Q2 2016, up 2.7% quarter-over-quarter.
- 8 funds opened new Lakeland Financial Corp positions in Q2 2016 and 10 closed out, a net change of -2 holders.
- The largest Lakeland Financial Corp buyer in Q2 2016 was Franklin Resources, an estimated $19.5M added.
- The largest Lakeland Financial Corp seller in Q2 2016 was Glenmede Trust, an estimated $17M sold.
Based on aggregated 13F filings for Q2 2016.