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Lakeland Financial Corp

149 hedge funds and large institutions have $899M invested in Lakeland Financial Corp in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 48

5% more capital invested

Capital invested by funds: $855M → $899M (+$44.3M)

1.67% more ownership

Funds ownership: 73.75%75.43% (+1.7%)

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

1% less funds holding

Funds holding: 151149 (-2)

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
60
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
101
Bedel Financial Consulting
Indiana
$302K
William Blair & Company
102
William Blair & Company
Illinois
$301K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$293K -$36.9K -792 -11%
Prudential Financial
104
Prudential Financial
New Jersey
$253K +$4.94K +106 +2%
Morgan Stanley
105
Morgan Stanley
New York
$250K -$104K -2,231 -29%
Legal & General Group
106
Legal & General Group
United Kingdom
$246K +$8.2K +176 +3%
AW
107
ACG Wealth
Georgia
$241K
Tudor Investment Corp
108
Tudor Investment Corp
Connecticut
$239K -$47.3K -1,015 -17%
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$234K
JG
110
Jefferies Group
New York
$224K +$223K +4,783 New
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$219K -$2.98K -64 -1%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$200K +$200K +4,282 New
KIG
113
Kessler Investment Group
Indiana
$173K -$37.1K -795 -18%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$164K +$96.1K +2,062 +145%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$150K -$87.1K -1,868 -37%
CFG
116
CKW Financial Group
Hawaii
$139K +$886 +19 +0.6%
US Bancorp
117
US Bancorp
Minnesota
$133K -$2.1K -45 -2%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$114K +$26.7K +573 +31%
Canada Life
119
Canada Life
Manitoba, Canada
$113K -$76.6K -1,643 -41%
AIP
120
Ameritas Investment Partners
Nebraska
$99K
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$76K
AG
122
Advisor Group
Arizona
$75K +$37.5K +805 +101%
CYG
123
Clean Yield Group
Vermont
$70K
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$33K +$4.2K +90 +15%
MIFH
125
Migdal Insurance & Financial Holdings
Israel
$27K -$9.97K -214 -27%

LKFN Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2019, worth a combined $899M — up 5.2% from $855M a quarter earlier.

Fund positioning in LKFN was balanced in Q2 2019: 12 funds opened new positions, 12 closed out, 60 added to existing stakes and 48 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $7.36M. The largest seller was Ameriprise, cutting an estimated $6.38M.

  • 149 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2019, down from 151 in Q1 2019.
  • Funds reported $899M of Lakeland Financial Corp stock for Q2 2019, up 5.2% quarter-over-quarter.
  • 12 funds opened new Lakeland Financial Corp positions in Q2 2019 and 12 closed out, a net change of 0 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2019 was Nuveen, an estimated $7.36M added.
  • The largest Lakeland Financial Corp seller in Q2 2019 was Ameriprise, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2019.