Lakeland Financial Corp
LKFN
123 hedge funds and large institutions have $473M invested in Lakeland Financial Corp in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 13 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more capital invested
Capital invested by funds: $413M → $473M (+$60.5M)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
1% less funds holding
Funds holding: 124 → 123 (-1)
24% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$6.55M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.57M |
| 4 |
Goldman Sachs
New York
|
+$1.43M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$6.41M |
| 2 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$3.21M |
| 3 |
DVM
Dreman Value Management
West Palm Beach,
Florida
|
-$2.37M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$2.24M |
| 5 |
MCM
Maltese Capital Management
New York
|
-$1.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NCCM
126
Nine Chapters Capital Management
Short Hills,
New Jersey
| – | -$368K | -14,700 | Closed |
|
|
CEP
127
Chicago Equity Partners
Chicago,
Illinois
| – | -$258K | -10,320 | Closed |
|
128
ProShare Advisors
Bethesda,
Maryland
| – | -$243K | -9,737 | Closed |
|
|
CMBA
129
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$155K | -6,203 | Closed |
|
130
Axa
Paris,
France
| – | -$91K | -3,600 | Closed |
|
|
CAM
131
ClariVest Asset Management
San Diego,
California
| – | -$96.7K | -3,600 | -100% |
|
132
BNP Paribas Financial Markets
Paris,
France
| – | -$36.7K | -1,467 | Closed |
|
|
WAM
133
Wallington Asset Management
Indianapolis,
Indiana
| – | -$4K | -150 | Closed |
|
|
WA
134
Waverly Advisors
Birmingham,
Alabama
| – | -$3K | -120 | Closed |
|
|
PTC
135
Private Trust Company
Cleveland,
Ohio
| – | -$2K | -98 | Closed |
|
|
KT
136
Kanaly Trust
Houston,
Texas
| – | -$2K | -89 | Closed |
|
LKFN Hedge Fund Activity: Q4 2014 in Review
123 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2014, worth a combined $473M — up 15% from $413M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LKFN positions and 13 closed out — a net gain of 1 holder — while 38 added to existing stakes and 50 trimmed.
The largest buyer was Neumeier Poma Investment Counsel, opening a new position worth an estimated $6.55M. The largest seller was American Century Companies, cutting an estimated $6.41M.
- 123 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2014, down from 124 in Q3 2014.
- Funds reported $473M of Lakeland Financial Corp stock for Q4 2014, up 15% quarter-over-quarter.
- 14 funds opened new Lakeland Financial Corp positions in Q4 2014 and 13 closed out, a net change of +1 holder.
- The largest Lakeland Financial Corp buyer in Q4 2014 was Neumeier Poma Investment Counsel, an estimated $6.55M added.
- The largest Lakeland Financial Corp seller in Q4 2014 was American Century Companies, an estimated $6.41M sold.
Based on aggregated 13F filings for Q4 2014.