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Lakeland Financial Corp
LKFN

144 hedge funds and large institutions have $965M invested in Lakeland Financial Corp in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 38

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

12% more capital invested

Capital invested by funds: $863M → $965M (+$101M)

2% more funds holding

Funds holding: 141 → 144 (+3)

0.37% more ownership

Funds ownership: 76.55% → 76.92% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
63
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$3.28M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$2.54M
3
Morgan Stanley
Morgan Stanley
New York
+$1.72M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.64M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
SBH
Segall Bryant & Hamill
Illinois
-$4.5M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.44M
3
Millennium Management
Millennium Management
New York
-$2.18M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.27M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$310K +$42.4K +912 +17%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$308K +$1.49K +32 +0.5%
Citigroup
103
Citigroup
New York
$291K -$116K -2,503 -30%
Prudential Financial
104
Prudential Financial
New Jersey
$290K +$275K +5,908 New
AW
105
ACG Wealth
Georgia
$252K – – –
DTL
106
Dynamic Technology Lab
Singapore
$249K +$237K +5,085 New
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$229K +$50.9K +1,094 +30%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$219K +$27.3K +587 +15%
AB
109
Amalgamated Bank
New York
$217K +$206K +4,428 New
CAM
110
Cresset Asset Management
Illinois
$216K +$205K +4,413 New
SEI Investments
111
SEI Investments
Pennsylvania
$211K +$229K +4,919 New
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$209K +$199K +4,282 New
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$196K -$17.2K -370 -8%
US Bancorp
114
US Bancorp
Minnesota
$163K +$30.5K +655 +24%
SG Americas Securities
115
SG Americas Securities
New York
$153K +$146K +3,137 New
CFG
116
CKW Financial Group
Hawaii
$147K +$884 +19 +0.6%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$123K +$84.8K +1,822 +268%
AG
118
Advisor Group
Arizona
$122K +$22.2K +477 +24%
AIP
119
Ameritas Investment Partners
Nebraska
$104K – – –
Canada Life
120
Canada Life
Manitoba, Canada
$96K +$92.1K +1,979 New
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$80K – – –
FPS
122
Fieldpoint Private Securities
Connecticut
$46K +$18.7K +401 +76%
Skandinaviska Enskilda Banken (SEB)
123
Skandinaviska Enskilda Banken (SEB)
Sweden
$34K -$926K -19,900 -97%
CFGS
124
Concourse Financial Group Securities
Alabama
$25K +$10.4K +223 +75%
CFD
125
Creative Financial Designs
Indiana
$21K – – –
3 4
5
6 7

LKFN Hedge Fund Activity: Q4 2019 in Review

144 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2019, worth a combined $965M — up 12% from $863M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LKFN positions and 16 closed out — a net gain of 3 holders — while 63 added to existing stakes and 38 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.28M. The largest seller was Segall Bryant & Hamill, cutting an estimated $4.5M.

  • 144 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2019, up from 141 in Q3 2019.
  • Funds reported $965M of Lakeland Financial Corp stock for Q4 2019, up 12% quarter-over-quarter.
  • 19 funds opened new Lakeland Financial Corp positions in Q4 2019 and 16 closed out, a net change of +3 holders.
  • The largest Lakeland Financial Corp buyer in Q4 2019 was Goldman Sachs, an estimated $3.28M added.
  • The largest Lakeland Financial Corp seller in Q4 2019 was Segall Bryant & Hamill, an estimated $4.5M sold.

Based on aggregated 13F filings for Q4 2019.