Lakeland Financial Corp
LKFN
124 hedge funds and large institutions have $413M invested in Lakeland Financial Corp in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
2% more funds holding
Funds holding: 121 → 124 (+3)
2% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 42
1% more capital invested
Capital invested by funds: $411M → $413M (+$2.06M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$5.34M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$4.1M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
+$3.58M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.94M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QBFM
QS Batterymarch Financial Management
New York
|
-$2.71M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$2.64M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$2.48M |
| 4 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$1.85M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$1.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Natixis Advisors
Boston,
Massachusetts
| – | -$246K | -9,660 | Closed |
|
127
TD Asset Management
Toronto,
Ontario, Canada
| – | -$227K | -8,904 | Closed |
|
128
Two Sigma Advisers
New York
| – | -$209K | -8,202 | Closed |
|
129
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$76K | -2,976 | Closed |
|
|
VFA
130
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$54K | -2,115 | Closed |
|
131
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$16K | -615 | Closed |
|
LKFN Hedge Fund Activity: Q3 2014 in Review
124 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2014, worth a combined $413M — up 0.5% from $411M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new LKFN positions and 7 closed out — a net gain of 3 holders — while 43 added to existing stakes and 42 trimmed.
The largest buyer was Opus Capital Group, opening a new position worth an estimated $5.34M. The largest seller was QS Batterymarch Financial Management, exiting entirely with an estimated $2.71M sold.
- 124 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2014, up from 121 in Q2 2014.
- Funds reported $413M of Lakeland Financial Corp stock for Q3 2014, up 0.5% quarter-over-quarter.
- 10 funds opened new Lakeland Financial Corp positions in Q3 2014 and 7 closed out, a net change of +3 holders.
- The largest Lakeland Financial Corp buyer in Q3 2014 was Opus Capital Group, an estimated $5.34M added.
- The largest Lakeland Financial Corp seller in Q3 2014 was QS Batterymarch Financial Management, an estimated $2.71M sold.
Based on aggregated 13F filings for Q3 2014.