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Lakeland Financial Corp
LKFN

216 hedge funds and large institutions have $1.3B invested in Lakeland Financial Corp in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $166K | Put options by funds: $62K

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

1.4% more ownership

Funds ownership: 81.71% → 83.1% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 75

4% less funds holding

Funds holding: 225 → 216 (-9)

7% less capital invested

Capital invested by funds: $1.41B → $1.3B (-$103M)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

Holders
216
Holders Change
-9
Holders Change %
-4%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
77
Reduced
75
Closed
27
Calls
$166K
Puts
$62K
Net Calls
+$104K
Net Calls Change
-$327K

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$4.63M
2
First Trust Advisors
First Trust Advisors
Illinois
+$3.98M
3
EAM
Eagle Asset Management
Florida
+$3.84M
4
RJA
Raymond James & Associates
Florida
+$3.41M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.03M

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$7.57M
2
BlackRock
BlackRock
New York
-$4.71M
3
Goldman Sachs
Goldman Sachs
New York
-$4.62M
4
Victory Capital Management
Victory Capital Management
Texas
-$3.52M
5
Wells Fargo
Wells Fargo
California
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$655K -$24.9K -408 -4%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$640K +$243K +3,988 +62%
YCM
103
Yousif Capital Management
Michigan
$625K -$75K -1,231 -11%
PFA
104
Pathway Financial Advisers
Indiana
$616K +$366 +6 +0.1%
LCM
105
Legato Capital Management
California
$583K – – –
MSRPS
106
Maryland State Retirement & Pension System
Maryland
$547K -$21.4K -351 -4%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$524K +$7.8K +128 +2%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$522K -$235K -3,851 -31%
Millennium Management
109
Millennium Management
New York
$522K -$695K -11,405 -57%
TRCT
110
Tower Research Capital (TRC)
New York
$521K +$481K +7,896 +1,383%
SAM
111
Smartleaf Asset Management
Massachusetts
$507K +$12.5K +205 +2%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$499K – – –
AB
113
Amalgamated Bank
New York
$478K -$8.1K -133 -2%
NSIM
114
North Star Investment Management
Illinois
$475K – – –
RJFSA
115
Raymond James Financial Services Advisors
Florida
$468K +$61 +1 +0%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$456K +$452K +7,417 New
ASRS
117
Arizona State Retirement System
Arizona
$447K +$17.1K +280 +4%
SCA
118
Snowden Capital Advisors
New York
$445K +$20.2K +332 +5%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$426K – – –
AAS
120
Avantax Advisory Services
Texas
$424K +$420K +6,886 New
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$409K -$91K -1,494 -18%
Bessemer Group
122
Bessemer Group
New Jersey
$402K -$21.1K -346 -5%
BFC
123
Bedel Financial Consulting
Indiana
$397K – – –
AWM
124
Avior Wealth Management
Nebraska
$394K +$229K +3,757 +142%
Marshall Wace
125
Marshall Wace
United Kingdom
$390K +$386K +6,332 New
3 4
5
6 7

LKFN Hedge Fund Activity: Q2 2024 in Review

216 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2024, worth a combined $1.3B — down 7.3% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of LKFN and 21 opened new positions — a net loss of 6 holders — while 75 trimmed existing stakes and 77 added.

The largest buyer was Silvercrest Asset Management, adding an estimated $4.63M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $7.57M.

  • 216 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2024, down from 225 in Q1 2024.
  • Funds reported $1.3B of Lakeland Financial Corp stock for Q2 2024, down 7.3% quarter-over-quarter.
  • 21 funds opened new Lakeland Financial Corp positions in Q2 2024 and 27 closed out, a net change of -6 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2024 was Silvercrest Asset Management, an estimated $4.63M added.
  • The largest Lakeland Financial Corp seller in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2024.