Lakeland Financial Corp
LKFN
127 hedge funds and large institutions have $806M invested in Lakeland Financial Corp in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 6 closing their positions.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67.82% more ownership
Funds ownership: 0% → 67.82% (+68%)
37% more capital invested
Capital invested by funds: $588M → $806M (+$218M)
12% more funds holding
Funds holding: 113 → 127 (+14)
0% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.02M |
| 2 |
Morgan Stanley
New York
|
+$3.41M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.39M |
| 4 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$2.48M |
| 5 |
JP Morgan Chase
New York
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$5.39M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
-$4.32M |
| 3 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$3.82M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$2.71M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DIA
126
Dean Investment Associates
Beavercreek,
Ohio
| – | -$3.82M | -107,950 | Closed |
|
|
DCM
127
Dean Capital Management
Overland Park,
Kansas
| – | -$1.65M | -46,435 | Closed |
|
128
Arrowstreet Capital
Boston,
Massachusetts
| – | -$282K | -7,963 | Closed |
|
|
EMG
129
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$223K | -6,300 | Closed |
|
130
SG Americas Securities
New York
| – | -$141K | -3,989 | Closed |
|
|
CYG
131
Clean Yield Group
Norwich,
Vermont
| – | -$78K | -2,200 | Closed |
|
|
CAM
132
ClariVest Asset Management
San Diego,
California
| – | +$367 | +9 | New |
|
LKFN Hedge Fund Activity: Q4 2016 in Review
127 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2016, worth a combined $806M — up 37% from $588M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new LKFN positions and 6 closed out — a net gain of 15 holders — while 44 added to existing stakes and 44 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $5.02M. The largest seller was Wedge Capital Management, cutting an estimated $5.39M.
- 127 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2016, up from 113 in Q3 2016.
- Funds reported $806M of Lakeland Financial Corp stock for Q4 2016, up 37% quarter-over-quarter.
- 21 funds opened new Lakeland Financial Corp positions in Q4 2016 and 6 closed out, a net change of +15 holders.
- The largest Lakeland Financial Corp buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $5.02M added.
- The largest Lakeland Financial Corp seller in Q4 2016 was Wedge Capital Management, an estimated $5.39M sold.
Based on aggregated 13F filings for Q4 2016.