Lakeland Financial Corp
LKFN
121 hedge funds and large institutions have $411M invested in Lakeland Financial Corp in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0% more funds holding
Funds holding: 121 → 121 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
5% less capital invested
Capital invested by funds: $431M → $411M (-$19.8M)
24% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Walthausen & Co
Malta,
New York
|
+$11.6M |
| 2 |
1SB
1ST Source Bank
South Bend,
Indiana
|
+$7.8M |
| 3 |
MCM
Maltese Capital Management
New York
|
+$4.26M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$1.64M |
| 5 |
NAP
New Amsterdam Partners
New York
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.9M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$2.96M |
| 3 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$2.78M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$2.52M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$1.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Two Sigma Investments
New York
| – | -$322K | -12,014 | Closed |
|
|
GMIM
127
General Motors Investment Management
New York
| – | -$209K | -7,779 | Closed |
|
128
UBS AM
Chicago,
Illinois
| – | -$205K | -7,650 | Closed |
|
|
DC
129
Deere & Company
Moline,
Illinois
| – | -$204K | -7,596 | Closed |
|
|
ECM
130
ETrade Capital Management
Arlington,
Virginia
| – | -$72K | -2,685 | Closed |
|
|
TRCT
131
Tower Research Capital (TRC)
New York
| – | -$22K | -839 | Closed |
|
|
MPWT
132
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1.77K | -66 | Closed |
|
LKFN Hedge Fund Activity: Q2 2014 in Review
121 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2014, worth a combined $411M — down 4.6% from $431M a quarter earlier.
Fund positioning in LKFN was balanced in Q2 2014: 11 funds opened new positions, 11 closed out, 37 added to existing stakes and 49 trimmed.
The largest buyer was Walthausen & Co, opening a new position worth an estimated $11.6M. The largest seller was Fidelity Investments, cutting an estimated $11.9M.
- 121 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $411M of Lakeland Financial Corp stock for Q2 2014, down 4.6% quarter-over-quarter.
- 11 funds opened new Lakeland Financial Corp positions in Q2 2014 and 11 closed out, a net change of 0 holders.
- The largest Lakeland Financial Corp buyer in Q2 2014 was Walthausen & Co, an estimated $11.6M added.
- The largest Lakeland Financial Corp seller in Q2 2014 was Fidelity Investments, an estimated $11.9M sold.
Based on aggregated 13F filings for Q2 2014.