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Lakeland Financial Corp

149 hedge funds and large institutions have $899M invested in Lakeland Financial Corp in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 48

5% more capital invested

Capital invested by funds: $855M → $899M (+$44.3M)

1.67% more ownership

Funds ownership: 73.75%75.43% (+1.7%)

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

1% less funds holding

Funds holding: 151149 (-2)

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
60
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
126
OneDigital Investment Advisors
Kansas
$24K
HNB
127
Huntington National Bank
Ohio
$21K +$12.9K +276 +170%
CFD
128
Creative Financial Designs
Indiana
$19K
CFGS
129
Concourse Financial Group Securities
Alabama
$15K +$5.5K +118 +58%
PMFA
130
Plante Moran Financial Advisors
Michigan
$14K +$14.2K +304 New
CAW
131
Cornerstone Advisors (Washington)
Washington
$11K +$6.57K +141 +145%
BCA
132
Berman Capital Advisors
Georgia
$10K
PCP
133
Proficio Capital Partners
Massachusetts
$10K +$7.69K +165 +393%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$10K +$9.97K +214 New
FPS
135
Fieldpoint Private Securities
Connecticut
$9K +$8.81K +189 New
ASN
136
Advisory Services Network
Georgia
$7K +$1.49K +32 +27%
TRCT
137
Tower Research Capital (TRC)
New York
$7K +$3.68K +79 +110%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$5K -$7.46K -160 -62%
PCG
139
Private Capital Group
Connecticut
$5K
RFM
140
Royal Fund Management
Florida
$5K
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$4K +$2.33K +50 +104%
WT
142
Whittier Trust
California
$4K +$3.64K +78 New
FIA
143
FNY Investment Advisers
New York
$4K +$4.85K +104 New
TCOV
144
Trust Company of Vermont
Vermont
$3K
QCG
145
Quadrant Capital Group
Ohio
$2K
SFSIG
146
San Francisco Sentry Investment Group
California
$2K
VFA
147
Valeo Financial Advisors
Indiana
$2K
CFA
148
Carroll Financial Associates
North Carolina
$1K
Marshall Wace
149
Marshall Wace
United Kingdom
-$776K -17,152 Closed
OCG
150
Opus Capital Group
Ohio
-$764K -16,884 Closed

LKFN Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2019, worth a combined $899M — up 5.2% from $855M a quarter earlier.

Fund positioning in LKFN was balanced in Q2 2019: 12 funds opened new positions, 12 closed out, 60 added to existing stakes and 48 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $7.36M. The largest seller was Ameriprise, cutting an estimated $6.38M.

  • 149 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2019, down from 151 in Q1 2019.
  • Funds reported $899M of Lakeland Financial Corp stock for Q2 2019, up 5.2% quarter-over-quarter.
  • 12 funds opened new Lakeland Financial Corp positions in Q2 2019 and 12 closed out, a net change of 0 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2019 was Nuveen, an estimated $7.36M added.
  • The largest Lakeland Financial Corp seller in Q2 2019 was Ameriprise, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2019.