Lakeland Financial Corp
LKFN
127 hedge funds and large institutions have $802M invested in Lakeland Financial Corp in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
8% more capital invested
Capital invested by funds: $740M → $802M (+$61.2M)
6% more funds holding
Funds holding: 120 → 127 (+7)
1.19% more ownership
Funds ownership: 68.18% → 69.37% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
15% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$15.6M |
| 2 |
Goldman Sachs
New York
|
+$4.75M |
| 3 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$3.54M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.83M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$3.79M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$2.43M |
| 3 |
BlackRock
New York
|
-$2.38M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.16M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$1.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Two Sigma Investments
New York
| – | -$671K | -15,565 | Closed |
|
|
MWNA
127
Marshall Wace North America
New York
| – | -$487K | -11,332 | Closed |
|
128
SG Americas Securities
New York
| – | -$102K | -2,362 | Closed |
|
|
CYG
129
Clean Yield Group
Norwich,
Vermont
| – | -$95K | -2,200 | Closed |
|
|
IR
130
Invictus RG
Hamilton,
Bermuda
| – | -$80K | -1,844 | Closed |
|
|
AIM
131
Acrospire Investment Management
Chicago,
Illinois
| – | -$50K | -1,150 | Closed |
|
|
JFGIW
132
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$19K | -450 | Closed |
|
|
PFO
133
Pathstone Family Office
Englewood,
New Jersey
| – | -$2K | -37 | Closed |
|
LKFN Hedge Fund Activity: Q2 2017 in Review
127 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2017, worth a combined $802M — up 8.3% from $740M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new LKFN positions and 8 closed out — a net gain of 7 holders — while 41 added to existing stakes and 48 trimmed.
The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $15.6M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $3.79M.
- 127 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2017, up from 120 in Q1 2017.
- Funds reported $802M of Lakeland Financial Corp stock for Q2 2017, up 8.3% quarter-over-quarter.
- 15 funds opened new Lakeland Financial Corp positions in Q2 2017 and 8 closed out, a net change of +7 holders.
- The largest Lakeland Financial Corp buyer in Q2 2017 was Neuberger Berman Group, an estimated $15.6M added.
- The largest Lakeland Financial Corp seller in Q2 2017 was Columbia Wanger Asset Management, an estimated $3.79M sold.
Based on aggregated 13F filings for Q2 2017.