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Lakeland Financial Corp
LKFN

179 hedge funds and large institutions have $1.48B invested in Lakeland Financial Corp in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

27% more capital invested

Capital invested by funds: $1.16B → $1.48B (+$319M)

7.95% more ownership

Funds ownership: 74.2% → 82.15% (+7.9%)

8% more funds holding

Funds holding: 166 → 179 (+13)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
67
Reduced
52
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$124M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$23.7M
3
State Street
State Street
Massachusetts
+$20.8M
4
Principal Financial Group
Principal Financial Group
Iowa
+$11.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.89M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$37.2M
2
SAM
Silvercrest Asset Management
New York
-$23M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$15.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$11.5M
5
SBH
Segall Bryant & Hamill
Illinois
-$8.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
101
Summit Global Investments
Utah
$670K -$78K -1,200 -11%
SF
102
Synovus Financial
Georgia
$657K -$237K -3,640 -28%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$639K +$303K +4,660 +108%
Osaic Holdings
104
Osaic Holdings
Arizona
$623K +$2.08K +32 +0.4%
Los Angeles Capital Management
105
Los Angeles Capital Management
California
$610K +$557K +8,560 New
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$598K +$546K +8,400 New
MIM
107
MetLife Investment Management
New Jersey
$595K -$84.6K -1,301 -13%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$577K +$526K +8,086 New
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$530K +$484K +7,440 New
HW
110
Hancock Whitney
Mississippi
$514K +$1.37K +21 +0.3%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$513K +$468K +7,200 New
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$493K – – –
ASRS
113
Arizona State Retirement System
Arizona
$491K +$976 +15 +0.2%
AQR Capital Management
114
AQR Capital Management
Connecticut
$480K -$98.7K -1,517 -18%
UCFA
115
United Capital Financial Advisors
Texas
$464K – – –
BFC
116
Bedel Financial Consulting
Indiana
$459K – – –
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$454K -$48.2K -741 -10%
SEI Investments
118
SEI Investments
Pennsylvania
$442K -$202K -3,101 -32%
Voloridge Investment Management
119
Voloridge Investment Management
Florida
$405K +$370K +5,690 New
Millennium Management
120
Millennium Management
New York
$395K +$115K +1,761 +46%
SFC
121
SYM Financial Corp
Indiana
$391K – – –
Two Sigma Advisers
122
Two Sigma Advisers
New York
$385K +$107K +1,650 +44%
N
123
Natixis
France
$356K +$325K +4,997 New
PFO
124
Pathstone Family Office
New Jersey
$321K +$26K +400 +10%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$308K – – –
3 4
5
6 7

LKFN Hedge Fund Activity: Q3 2021 in Review

179 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2021, worth a combined $1.48B — up 27% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new LKFN positions and 19 closed out — a net gain of 14 holders — while 67 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $124M. The largest seller was Franklin Resources, exiting entirely with an estimated $37.2M sold.

  • 179 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2021, up from 166 in Q2 2021.
  • Funds reported $1.48B of Lakeland Financial Corp stock for Q3 2021, up 27% quarter-over-quarter.
  • 33 funds opened new Lakeland Financial Corp positions in Q3 2021 and 19 closed out, a net change of +14 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2021 was BlackRock, an estimated $124M added.
  • The largest Lakeland Financial Corp seller in Q3 2021 was Franklin Resources, an estimated $37.2M sold.

Based on aggregated 13F filings for Q3 2021.