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Lakeland Financial Corp

215 hedge funds and large institutions have $1.36B invested in Lakeland Financial Corp in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

48% more call options, than puts

Call options by funds: $206K | Put options by funds: $139K

7% more funds holding

Funds holding: 201215 (+14)

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

0.32% more ownership

Funds ownership: 80.26%80.58% (+0.32%)

10% less capital invested

Capital invested by funds: $1.51B → $1.36B (-$151M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
72
Reduced
70
Closed
15
Calls
$206K
Puts
$139K
Net Calls
+$67K
Net Calls Change
-$159K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$644K -$7.7K -108 -1%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$640K
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$633K
Rafferty Asset Management
104
Rafferty Asset Management
New York
$605K -$547K -7,670 -46%
IWA
105
Intercontinental Wealth Advisors
Texas
$602K +$3.49K +49 +0.5%
DC
106
Davenport & Co
Virginia
$599K +$643K +9,014 New
KeyBank National Association
107
KeyBank National Association
Ohio
$591K +$41.7K +585 +7%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$574K -$8.91K -125 -1%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$558K
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$555K -$92.7K -1,300 -13%
JMPWA
111
JP Morgan Private Wealth Advisors
California
$555K +$596K +8,358 New
AG
112
Algert Global
California
$544K
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$538K -$328K -4,600 -36%
Jane Street
114
Jane Street
New York
$533K +$572K +8,019 New
HighTower Advisors
115
HighTower Advisors
Illinois
$514K +$539K +7,555 New
TI
116
Trexquant Investment
Connecticut
$512K +$141K +1,984 +35%
New York State Teachers Retirement System (NYSTRS)
117
New York State Teachers Retirement System (NYSTRS)
New York
$507K
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
$484K -$513K -7,189 -50%
ASRS
119
Arizona State Retirement System
Arizona
$456K +$2.07K +29 +0.4%
WG
120
Winton Group
United Kingdom
$456K +$490K +6,865 New
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$437K -$472K -6,612 -50%
BFC
122
Bedel Financial Consulting
Indiana
$428K
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$424K +$456K +6,389 New
BF
124
BOK Financial
Oklahoma
$423K -$2.85K -40 -0.6%
AWM
125
Avior Wealth Management
Nebraska
$408K

LKFN Hedge Fund Activity: Q2 2022 in Review

215 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2022, worth a combined $1.36B — down 10% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LKFN positions and 15 closed out — a net gain of 19 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $10.2M. The largest seller was Ameriprise, cutting an estimated $23.6M.

  • 215 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2022, up from 201 in Q1 2022.
  • Funds reported $1.36B of Lakeland Financial Corp stock for Q2 2022, down 10% quarter-over-quarter.
  • 34 funds opened new Lakeland Financial Corp positions in Q2 2022 and 15 closed out, a net change of +19 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $10.2M added.
  • The largest Lakeland Financial Corp seller in Q2 2022 was Ameriprise, an estimated $23.6M sold.

Based on aggregated 13F filings for Q2 2022.