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Lakeland Financial Corp

140 hedge funds and large institutions have $877M invested in Lakeland Financial Corp in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 46

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

3% more capital invested

Capital invested by funds: $848M → $877M (+$28.7M)

0% more funds holding

Funds holding: 140140 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.6% less ownership

Funds ownership: 72.57%71.97% (-0.6%)

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
54
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
126
Huntington National Bank
Ohio
$8K
PG
127
Patten Group
Tennessee
$8K +$7.83K +161 New
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$8K +$8.41K +173 New
RFM
129
Royal Fund Management
Florida
$6K +$6.08K +125 New
PCG
130
Private Capital Group
Connecticut
$4K
YWP
131
YorkBridge Wealth Partners
New York
$3K
IA
132
IFP Advisors
Florida
$3K +$2.33K +48 +229%
GFP
133
Gryphon Financial Partners
Ohio
$2K -$1.7K -35 -43%
VFA
134
Valeo Financial Advisors
Indiana
$2K
SFM
135
Signet Financial Management
New Jersey
$2K +$1.6K +33 New
MPWT
136
MassMutual Private Wealth & Trust
Connecticut
$1.21K +$1.22K +25 New
WWMSC
137
Wagner Wealth Management (South Carolina)
South Carolina
$1K
Assenagon Asset Management
138
Assenagon Asset Management
Luxembourg
-$2.2M -47,666 Closed
EMFAT
139
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$2.15M -46,615 Closed
EWM
140
Elite Wealth Management
Washington
-$828K -17,900 Closed
Balyasny Asset Management
141
Balyasny Asset Management
Illinois
-$328K -7,100 Closed
PP
142
Paloma Partners
Connecticut
-$287K -6,200 Closed
VF
143
Virtu Financial
New York
-$207K -4,486 Closed
SWP
144
Stratos Wealth Partners
Ohio
-$96K -2,068 Closed
DZ Bank
145
DZ Bank
Germany
-$83K -1,800 Closed
MFBTD
146
MB Financial Bank - Trust Department
Illinois
-$4K -76 Closed
CF
147
Centaurus Financial
California
+$146 +3 New

LKFN Hedge Fund Activity: Q2 2018 in Review

140 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2018, worth a combined $877M — up 3.4% from $848M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LKFN positions and 9 closed out — a net gain of 1 holder — while 54 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $8.36M. The largest seller was Fidelity Investments, cutting an estimated $4.31M.

  • 140 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $877M of Lakeland Financial Corp stock for Q2 2018, up 3.4% quarter-over-quarter.
  • 10 funds opened new Lakeland Financial Corp positions in Q2 2018 and 9 closed out, a net change of +1 holder.
  • The largest Lakeland Financial Corp buyer in Q2 2018 was BlackRock, an estimated $8.36M added.
  • The largest Lakeland Financial Corp seller in Q2 2018 was Fidelity Investments, an estimated $4.31M sold.

Based on aggregated 13F filings for Q2 2018.