Lakeland Financial Corp
LKFN
199 hedge funds and large institutions have $984M invested in Lakeland Financial Corp in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 85 reducing their positions, and 21 closing their positions.
165% more call options, than puts
Call options by funds: $151K | Put options by funds: $57K
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
1% more funds holding
Funds holding: 197 → 199 (+2)
0.81% more ownership
Funds ownership: 80.71% → 81.52% (+0.81%)
1% less capital invested
Capital invested by funds: $996M → $984M (-$12.3M)
28% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 85
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$15.5M |
| 2 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$9.57M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
+$7.22M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.75M |
| 5 |
BlackRock
New York
|
+$3.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$5.41M |
| 2 |
Neuberger Berman Group
New York
|
-$3.99M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$3.93M |
| 4 |
State Street
Boston,
Massachusetts
|
-$3.93M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$3.71M |
LKFN Hedge Fund Activity: Q3 2023 in Review
199 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2023, worth a combined $984M — down 1.2% from $996M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new LKFN positions and 21 closed out — a net gain of 4 holders — while 61 added to existing stakes and 85 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $15.5M. The largest seller was Goldman Sachs, cutting an estimated $5.41M.
- 199 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2023, up from 197 in Q2 2023.
- Funds reported $984M of Lakeland Financial Corp stock for Q3 2023, down 1.2% quarter-over-quarter.
- 25 funds opened new Lakeland Financial Corp positions in Q3 2023 and 21 closed out, a net change of +4 holders.
- The largest Lakeland Financial Corp buyer in Q3 2023 was Victory Capital Management, an estimated $15.5M added.
- The largest Lakeland Financial Corp seller in Q3 2023 was Goldman Sachs, an estimated $5.41M sold.
Based on aggregated 13F filings for Q3 2023.