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Lakeland Financial Corp
LKFN

166 hedge funds and large institutions have $1.16B invested in Lakeland Financial Corp in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 165 → 166 (+1)

0.33% more ownership

Funds ownership: 73.88% → 74.2% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

12% less capital invested

Capital invested by funds: $1.32B → $1.16B (-$154M)

30% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 71

Holders
166
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
50
Reduced
71
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$27.4M
2
ProShare Advisors
ProShare Advisors
Maryland
+$10.9M
3
State Street
State Street
Massachusetts
+$5.89M
4
SBH
Segall Bryant & Hamill
Illinois
+$3.56M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$12.1M
2
BlackRock
BlackRock
New York
-$10.4M
3
ZCM
Ziegler Capital Management
Illinois
-$5.48M
4
Goldman Sachs
Goldman Sachs
New York
-$4.31M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
126
WesBanco Bank
West Virginia
$210K -$9.6K -150 -4%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$209K +$217K +3,385 New
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$207K +$215K +3,359 New
Robeco Institutional Asset Management
129
Robeco Institutional Asset Management
Netherlands
$202K +$210K +3,284 New
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$186K -$468K -7,313 -71%
CYG
131
Clean Yield Group
Vermont
$185K – – –
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$176K -$36.9K -577 -17%
HI
133
Harbour Investments
Wisconsin
$164K -$8.71K -136 -5%
QT
134
Quantbot Technologies
New York
$135K +$141K +2,200 New
AIP
135
Ameritas Investment Partners
Nebraska
$122K – – –
US Bancorp
136
US Bancorp
Minnesota
$115K -$51.7K -807 -30%
Canada Life
137
Canada Life
Manitoba, Canada
$84K -$23.4K -365 -21%
SOW
138
State of Wyoming
Wyoming
$83K +$86.4K +1,349 New
BG
139
Bollard Group
Massachusetts
$72K +$384 +6 +0.5%
CFGS
140
Concourse Financial Group Securities
Alabama
$62K +$1.6K +25 +3%
FPS
141
Fieldpoint Private Securities
Connecticut
$52K -$3.39K -53 -7%
Lazard Asset Management
142
Lazard Asset Management
New York
$29K – – –
PMFA
143
Plante Moran Financial Advisors
Michigan
$28K +$192 +3 +0.7%
CFD
144
Creative Financial Designs
Indiana
$26K – – –
FEG
145
Financial Enhancement Group
Indiana
$19K – – –
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$17K -$192 -3 -1%
ASN
147
Advisory Services Network
Georgia
$17K +$17.3K +271 New
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$16K +$16.8K +262 New
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$12K – – –
HNB
150
Huntington National Bank
Ohio
$9K – – –
4 5
6
7 8

LKFN Hedge Fund Activity: Q2 2021 in Review

166 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2021, worth a combined $1.16B — down 12% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LKFN positions and 18 closed out — a net gain of 1 holder — while 50 added to existing stakes and 71 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $27.4M. The largest seller was Franklin Resources, cutting an estimated $12.1M.

  • 166 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2021, up from 165 in Q1 2021.
  • Funds reported $1.16B of Lakeland Financial Corp stock for Q2 2021, down 12% quarter-over-quarter.
  • 19 funds opened new Lakeland Financial Corp positions in Q2 2021 and 18 closed out, a net change of +1 holder.
  • The largest Lakeland Financial Corp buyer in Q2 2021 was Loomis, Sayles & Company, an estimated $27.4M added.
  • The largest Lakeland Financial Corp seller in Q2 2021 was Franklin Resources, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2021.