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Lakeland Financial Corp
LKFN

145 hedge funds and large institutions have $1.02B invested in Lakeland Financial Corp in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

29% more capital invested

Capital invested by funds: $789M → $1.02B (+$231M)

4% more funds holding

Funds holding: 139 → 145 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.33% less ownership

Funds ownership: 74.39% → 74.05% (-0.33%)

18% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 56

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
46
Reduced
56
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$9.17M
2
NPIC
Neumeier Poma Investment Counsel
California
+$4.58M
3
MPAM
Monarch Partners Asset Management
Massachusetts
+$4.17M
4
BlackRock
BlackRock
New York
+$3.88M
5
Victory Capital Management
Victory Capital Management
Texas
+$3.58M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$11M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$7.99M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$6.41M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$4.1M
5
BTW
Boston Trust Walden
Massachusetts
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
126
Pinnacle Wealth Planning Services
Ohio
$39K +$36.9K +727 New
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$30K +$15.7K +308 +117%
FPS
128
Fieldpoint Private Securities
Connecticut
$29K +$27.7K +546 New
Lazard Asset Management
129
Lazard Asset Management
New York
$25K +$24.6K +485 New
PMFA
130
Plante Moran Financial Advisors
Michigan
$24K +$3K +59 +15%
CFD
131
Creative Financial Designs
Indiana
$23K – – –
FEG
132
Financial Enhancement Group
Indiana
$17K – – –
CAAS
133
Capital Asset Advisory Services
Michigan
$11K +$10.2K +201 New
ASN
134
Advisory Services Network
Georgia
$9K -$5.13K -101 -36%
HNB
135
Huntington National Bank
Ohio
$8K – – –
HIA
136
Harbor Investment Advisory
Maryland
$7K +$1.98K +39 +45%
PCG
137
Private Capital Group
Connecticut
$5K – – –
QCG
138
Quadrant Capital Group
Ohio
$4K – – –
SL
139
Savior LLC
Massachusetts
$3K – – –
APA
140
American Portfolios Advisors
New York
$2.41K – – –
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$2K +$1.37K +27 +117%
DWP
142
Destiny Wealth Partners
Florida
$2K +$1.88K +37 New
ACM
143
AUA Capital Management
Pennsylvania
$1K -$356 -7 -32%
S
144
SignatureFD
Georgia
$1K – – –
AIG
145
American International Group
New York
$770 -$20.9K -412 -3%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
– -$769K -18,662 Closed
AIMCA
147
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$569K -13,800 Closed
Skandinaviska Enskilda Banken (SEB)
148
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$453K -11,000 Closed
GCP
149
GSA Capital Partners
United Kingdom
– -$295K -7,160 Closed
Millennium Management
150
Millennium Management
New York
– -$273 -6,635 Closed
3 4 5
6
7

LKFN Hedge Fund Activity: Q4 2020 in Review

145 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2020, worth a combined $1.02B — up 29% from $789M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LKFN positions and 14 closed out — a net gain of 6 holders — while 46 added to existing stakes and 56 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $9.17M. The largest seller was Franklin Resources, cutting an estimated $11M.

  • 145 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2020, up from 139 in Q3 2020.
  • Funds reported $1.02B of Lakeland Financial Corp stock for Q4 2020, up 29% quarter-over-quarter.
  • 20 funds opened new Lakeland Financial Corp positions in Q4 2020 and 14 closed out, a net change of +6 holders.
  • The largest Lakeland Financial Corp buyer in Q4 2020 was Silvercrest Asset Management, an estimated $9.17M added.
  • The largest Lakeland Financial Corp seller in Q4 2020 was Franklin Resources, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2020.