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Lakeland Financial Corp

201 hedge funds and large institutions have $1.51B invested in Lakeland Financial Corp in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

8% more funds holding

Funds holding: 186201 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.8% less ownership

Funds ownership: 82.06%80.26% (-1.8%)

9% less capital invested

Capital invested by funds: $1.66B → $1.51B (-$154M)

12% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 75

Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
66
Reduced
75
Closed
14
Calls
$226K
Puts
Net Calls
+$226K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$705K +$4.31K +54 +0.6%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$703K +$1.36K +17 +0.2%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$696K +$115K +1,444 +18%
Osaic Holdings
104
Osaic Holdings
Arizona
$686K +$352K +4,413 +49%
Squarepoint
105
Squarepoint
New York
$674K +$738K +9,237 New
IWA
106
Intercontinental Wealth Advisors
Texas
$658K +$720K +9,017 New
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$644K -$68.7K -860 -9%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$640K +$20K +251 +3%
SEI Investments
109
SEI Investments
Pennsylvania
$624K +$130K +1,622 +23%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$613K
KeyBank National Association
111
KeyBank National Association
Ohio
$607K -$470K -5,885 -41%
DTL
112
Dynamic Technology Lab
Singapore
$601K +$657K +8,230 New
AG
113
Algert Global
California
$598K +$409K +5,126 +167%
Lazard Asset Management
114
Lazard Asset Management
New York
$584K +$639K +8,006 New
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$558K +$7.99K +100 +1%
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$550K
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$526K
ECM
118
ExodusPoint Capital Management
New York
$509K +$557K +6,975 New
ASRS
119
Arizona State Retirement System
Arizona
$499K +$2.4K +30 +0.4%
BFC
120
Bedel Financial Consulting
Indiana
$471K
BF
121
BOK Financial
Oklahoma
$468K +$252K +3,156 +97%
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$456K -$7.19K -90 -1%
AWM
123
Avior Wealth Management
Nebraska
$448K +$491K +6,150 New
HW
124
Hancock Whitney
Mississippi
$446K -$33.5K -419 -6%
AQR Capital Management
125
AQR Capital Management
Connecticut
$426K -$55K -688 -11%

LKFN Hedge Fund Activity: Q1 2022 in Review

201 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2022, worth a combined $1.51B — down 9.2% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LKFN positions and 14 closed out — a net gain of 18 holders — while 66 added to existing stakes and 75 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $54.4M. The largest seller was Massachusetts Financial Services, cutting an estimated $36.6M.

  • 201 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2022, up from 186 in Q4 2021.
  • Funds reported $1.51B of Lakeland Financial Corp stock for Q1 2022, down 9.2% quarter-over-quarter.
  • 32 funds opened new Lakeland Financial Corp positions in Q1 2022 and 14 closed out, a net change of +18 holders.
  • The largest Lakeland Financial Corp buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $54.4M added.
  • The largest Lakeland Financial Corp seller in Q1 2022 was Massachusetts Financial Services, an estimated $36.6M sold.

Based on aggregated 13F filings for Q1 2022.