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Lakeland Financial Corp
LKFN

140 hedge funds and large institutions have $848M invested in Lakeland Financial Corp in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 36

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

4% more funds holding

Funds holding: 135 → 140 (+5)

1.39% more ownership

Funds ownership: 71.17% → 72.57% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $870M → $848M (-$21.3M)

Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
59
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$12.4M
2
Millennium Management
Millennium Management
New York
+$11.1M
3
BlackRock
BlackRock
New York
+$9.91M
4
Goldman Sachs
Goldman Sachs
New York
+$9.08M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$4.45M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.59M
3
NPIC
Neumeier Poma Investment Counsel
California
-$3.18M
4
Franklin Resources
Franklin Resources
California
-$1.86M
5
State Street
State Street
Massachusetts
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
151
Delpha Capital Management
New York
– -$24K -493 Closed
STA
152
Summit Trail Advisors
New York
– -$10K -199 Closed
CA
153
Calton & Associates
Florida
– -$2K -55 Closed
3 4 5 6
7

LKFN Hedge Fund Activity: Q1 2018 in Review

140 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2018, worth a combined $848M — down 2.4% from $870M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LKFN positions and 16 closed out — a net gain of 6 holders — while 59 added to existing stakes and 36 trimmed.

The largest buyer was Ameriprise, adding an estimated $12.4M. The largest seller was Fidelity Investments, cutting an estimated $29.7M.

  • 140 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2018, up from 135 in Q4 2017.
  • Funds reported $848M of Lakeland Financial Corp stock for Q1 2018, down 2.4% quarter-over-quarter.
  • 22 funds opened new Lakeland Financial Corp positions in Q1 2018 and 16 closed out, a net change of +6 holders.
  • The largest Lakeland Financial Corp buyer in Q1 2018 was Ameriprise, an estimated $12.4M added.
  • The largest Lakeland Financial Corp seller in Q1 2018 was Fidelity Investments, an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2018.