Lakeland Financial Corp
LKFN
114 hedge funds and large institutions have $438M invested in Lakeland Financial Corp in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 15 closing their positions.
5% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 40
7% less funds holding
Funds holding: 123 → 114 (-9)
8% less capital invested
Capital invested by funds: $473M → $438M (-$35.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
60% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$3.33M |
| 2 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$2.67M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$1.98M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$1.9M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$11.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$3.58M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$2.43M |
| 4 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$1.85M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EFSCE
126
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$16K | -555 | Closed |
|
127
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -75 | Closed |
|
|
OSAM
128
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$1K | -32 | Closed |
|
LKFN Hedge Fund Activity: Q1 2015 in Review
114 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2015, worth a combined $438M — down 7.6% from $473M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of LKFN and 6 opened new positions — a net loss of 9 holders — while 40 trimmed existing stakes and 38 added.
The largest buyer was Columbia Wanger Asset Management, adding an estimated $3.33M. The largest seller was AJO LP, exiting entirely with an estimated $11.5M sold.
- 114 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2015, down from 123 in Q4 2014.
- Funds reported $438M of Lakeland Financial Corp stock for Q1 2015, down 7.6% quarter-over-quarter.
- 6 funds opened new Lakeland Financial Corp positions in Q1 2015 and 15 closed out, a net change of -9 holders.
- The largest Lakeland Financial Corp buyer in Q1 2015 was Columbia Wanger Asset Management, an estimated $3.33M added.
- The largest Lakeland Financial Corp seller in Q1 2015 was AJO LP, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2015.