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Lakeland Financial Corp
LKFN

136 hedge funds and large institutions have $760M invested in Lakeland Financial Corp in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 42

3.41% more ownership

Funds ownership: 76.92% → 80.33% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less funds holding

Funds holding: 144 → 136 (-8)

21% less capital invested

Capital invested by funds: $965M → $760M (-$204M)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
59
Reduced
42
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$58.9M
2
SAM
Silvercrest Asset Management
New York
+$7.73M
3
BlackRock
BlackRock
New York
+$4.13M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$3.32M
5
Ameriprise
Ameriprise
Minnesota
+$3.31M

Top Sellers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
-$32.9M
2
Stifel Financial
Stifel Financial
Missouri
-$8.12M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.84M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$2.92M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
126
Plante Moran Financial Advisors
Michigan
$11K +$87 +2 +0.6%
ASN
127
Advisory Services Network
Georgia
$8K +$696 +16 +8%
HNB
128
Huntington National Bank
Ohio
$6K – – –
PCG
129
Private Capital Group
Connecticut
$4K – – –
RFM
130
Royal Fund Management
Florida
$4K – – –
LC
131
Lindbrook Capital
California
$3K – – –
VFA
132
Valeo Financial Advisors
Indiana
$3K +$1.39K +32 +64%
QCG
133
Quadrant Capital Group
Ohio
$3K +$2.61K +60 +462%
SL
134
Savior LLC
Massachusetts
$2K – – –
ABC
135
Associated Banc-Corp
Wisconsin
$2K +$2.3K +53 New
VNIM
136
Vaughan Nelson Investment Management
Texas
– -$32.9M -672,562 Closed
Natixis Advisors
137
Natixis Advisors
Massachusetts
– -$2.92M -59,679 Closed
RJFSA
138
Raymond James Financial Services Advisors
Florida
– -$1.02M -20,787 Closed
SFM
139
Systematic Financial Management
New Jersey
– -$601K -12,275 Closed
SSA
140
Schonfeld Strategic Advisors
New York
– -$372K -7,600 Closed
Prudential Financial
141
Prudential Financial
New Jersey
– -$290K -5,908 Closed
AW
142
ACG Wealth
Georgia
– -$252K -5,142 Closed
DTL
143
Dynamic Technology Lab
Singapore
– -$249K -5,085 Closed
SEI Investments
144
SEI Investments
Pennsylvania
– -$211K -4,919 Closed
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
– -$229K -4,681 Closed
AB
146
Amalgamated Bank
New York
– -$217K -4,428 Closed
CAM
147
Cresset Asset Management
Illinois
– -$216K -4,413 Closed
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
– -$209K -4,282 Closed
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$196K -4,008 Closed
FPS
150
Fieldpoint Private Securities
Connecticut
– -$46K -932 Closed
3 4 5
6
7

LKFN Hedge Fund Activity: Q1 2020 in Review

136 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2020, worth a combined $760M — down 21% from $965M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of LKFN and 17 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 59 added.

The largest buyer was Victory Capital Management, adding an estimated $58.9M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $32.9M sold.

  • 136 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2020, down from 144 in Q4 2019.
  • Funds reported $760M of Lakeland Financial Corp stock for Q1 2020, down 21% quarter-over-quarter.
  • 17 funds opened new Lakeland Financial Corp positions in Q1 2020 and 22 closed out, a net change of -5 holders.
  • The largest Lakeland Financial Corp buyer in Q1 2020 was Victory Capital Management, an estimated $58.9M added.
  • The largest Lakeland Financial Corp seller in Q1 2020 was Vaughan Nelson Investment Management, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2020.