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Lakeland Financial Corp

140 hedge funds and large institutions have $835M invested in Lakeland Financial Corp in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 140140 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.97% less ownership

Funds ownership: 71.97%71% (-0.97%)

5% less capital invested

Capital invested by funds: $877M → $835M (-$42.3M)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
42
Reduced
49
Closed
12
Calls
$465K
Puts
Net Calls
+$465K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$278K -$15.8K -324 -5%
Holocene Advisors
102
Holocene Advisors
New York
$262K +$276K +5,642 New
Prudential Financial
103
Prudential Financial
New Jersey
$252K -$6.84K -140 -3%
Capital Fund Management (CFM)
104
Capital Fund Management (CFM)
France
$251K +$264K +5,400 New
RJA
105
Raymond James & Associates
Florida
$233K +$9.48K +194 +4%
ITIM
106
Indiana Trust & Investment Management
Indiana
$226K -$12.2K -250 -5%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$210K -$16.7K -342 -7%
Canada Life
108
Canada Life
Manitoba, Canada
$187K
KIG
109
Kessler Investment Group
Indiana
$182K +$28.5K +584 +18%
Legal & General Group
110
Legal & General Group
United Kingdom
$178K
US Bancorp
111
US Bancorp
Minnesota
$140K +$1.37K +28 +0.9%
SEI Investments
112
SEI Investments
Pennsylvania
$115K
AIP
113
Ameritas Investment Partners
Nebraska
$99K
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$94K
Macquarie Group
115
Macquarie Group
Australia
$79K +$29.8K +610 +55%
CFG
116
CKW Financial Group
Hawaii
$54K +$293 +6 +0.5%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$52K -$131K -2,683 -71%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$39K -$14.8K -303 -27%
WAM
119
Wealthspire Advisors (Maryland)
Maryland
$37K -$19.5K -399 -33%
OIA
120
OneDigital Investment Advisors
Kansas
$24K
CFD
121
Creative Financial Designs
Indiana
$20K
Federated Hermes
122
Federated Hermes
Pennsylvania
$14K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$9K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$8K -$244 -5 -3%
HNB
125
Huntington National Bank
Ohio
$8K

LKFN Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2018, worth a combined $835M — down 4.8% from $877M a quarter earlier.

Fund positioning in LKFN was balanced in Q3 2018: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 49 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $4.22M. The largest seller was Fidelity Investments, cutting an estimated $22.2M.

  • 140 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $835M of Lakeland Financial Corp stock for Q3 2018, down 4.8% quarter-over-quarter.
  • 12 funds opened new Lakeland Financial Corp positions in Q3 2018 and 12 closed out, a net change of 0 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2018 was Renaissance Technologies, an estimated $4.22M added.
  • The largest Lakeland Financial Corp seller in Q3 2018 was Fidelity Investments, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2018.