Lakeland Financial Corp
LKFN
123 hedge funds and large institutions have $859M invested in Lakeland Financial Corp in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 12 closing their positions.
7% more capital invested
Capital invested by funds: $802M → $859M (+$57.4M)
0.6% more ownership
Funds ownership: 69.37% → 69.97% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 43
3% less funds holding
Funds holding: 127 → 123 (-4)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$12.7M |
| 2 |
Millennium Management
New York
|
+$4.45M |
| 3 |
BlackRock
New York
|
+$3.15M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$2.65M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$9.27M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.81M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$4.63M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.51M |
| 5 |
RHCA
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$478K | -10,426 | Closed |
|
|
AW
127
ACG Wealth
Atlanta,
Georgia
| – | -$287K | -6,256 | Closed |
|
128
Jane Street
New York
| – | -$239K | -5,216 | Closed |
|
|
DTL
129
Dynamic Technology Lab
Singapore
| – | -$234K | -5,097 | Closed |
|
130
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$30K | -660 | Closed |
|
|
CG
131
Cutler Group
San Francisco,
California
| – | -$7K | -172 | Closed |
|
|
WT
132
Whittier Trust
South Pasadena,
California
| – | -$4K | -93 | Closed |
|
|
WA
133
Winfield Associates
Cleveland,
Ohio
| – | -$4K | -87 | Closed |
|
LKFN Hedge Fund Activity: Q3 2017 in Review
123 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2017, worth a combined $859M — up 7.2% from $802M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of LKFN and 9 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 42 added.
The largest buyer was Neuberger Berman Group, adding an estimated $12.7M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $9.27M.
- 123 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2017, down from 127 in Q2 2017.
- Funds reported $859M of Lakeland Financial Corp stock for Q3 2017, up 7.2% quarter-over-quarter.
- 9 funds opened new Lakeland Financial Corp positions in Q3 2017 and 12 closed out, a net change of -3 holders.
- The largest Lakeland Financial Corp buyer in Q3 2017 was Neuberger Berman Group, an estimated $12.7M added.
- The largest Lakeland Financial Corp seller in Q3 2017 was Columbia Wanger Asset Management, an estimated $9.27M sold.
Based on aggregated 13F filings for Q3 2017.