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Lakeland Financial Corp

140 hedge funds and large institutions have $835M invested in Lakeland Financial Corp in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 140140 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.97% less ownership

Funds ownership: 71.97%71% (-0.97%)

5% less capital invested

Capital invested by funds: $877M → $835M (-$42.3M)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
42
Reduced
49
Closed
12
Calls
$465K
Puts
Net Calls
+$465K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$7K -$7.87K -161 -50%
PG
127
Patten Group
Tennessee
$7K
SFM
128
Signet Financial Management
New Jersey
$7K +$5.52K +113 +342%
RFM
129
Royal Fund Management
Florida
$5K
TRCT
130
Tower Research Capital (TRC)
New York
$4K -$15.3K -314 -79%
PCG
131
Private Capital Group
Connecticut
$4K
UBS AM
132
UBS AM
Illinois
$2.28K -$207K -4,226 -99%
VFA
133
Valeo Financial Advisors
Indiana
$2K
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$2K +$2.35K +48 New
SFSIG
135
San Francisco Sentry Investment Group
California
$2K +$2.54K +52 New
IA
136
IFP Advisors
Florida
$1K -$2.35K -48 -70%
WWMSC
137
Wagner Wealth Management (South Carolina)
South Carolina
$1K
MCM
138
Monument Capital Management
Virginia
$1K +$684 +14 New
WI
139
WBI Investments
New Jersey
-$2.22M -46,084 Closed
SCA
140
Secor Capital Advisors
New York
-$601K -12,533 Closed
DTL
141
Dynamic Technology Lab
Singapore
-$575K -11,946 Closed
MA
142
Mutual Advisors
Nebraska
-$360K -7,470 Closed
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
-$233K -4,825 Closed
Man Group
144
Man Group
United Kingdom
-$204K -4,243 Closed
USAA
145
United Services Automobile Association
Texas
-$202K -4,198 Closed
PIA
146
Piedmont Investment Advisors
North Carolina
-$20K -424 Closed
YWP
147
YorkBridge Wealth Partners
New York
-$3K -57 Closed
GFP
148
Gryphon Financial Partners
Ohio
-$2K -46 Closed
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
-$1.21K -25 Closed
VCM
150
Versant Capital Management
Arizona
-$98 -2 -20%

LKFN Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2018, worth a combined $835M — down 4.8% from $877M a quarter earlier.

Fund positioning in LKFN was balanced in Q3 2018: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 49 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $4.22M. The largest seller was Fidelity Investments, cutting an estimated $22.2M.

  • 140 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $835M of Lakeland Financial Corp stock for Q3 2018, down 4.8% quarter-over-quarter.
  • 12 funds opened new Lakeland Financial Corp positions in Q3 2018 and 12 closed out, a net change of 0 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2018 was Renaissance Technologies, an estimated $4.22M added.
  • The largest Lakeland Financial Corp seller in Q3 2018 was Fidelity Investments, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2018.