Lakeland Financial Corp
LKFN
151 hedge funds and large institutions have $855M invested in Lakeland Financial Corp in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
18% more capital invested
Capital invested by funds: $727M → $855M (+$128M)
10% more funds holding
Funds holding: 137 → 151 (+14)
10% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 49
1.2% more ownership
Funds ownership: 72.55% → 73.75% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$8.69M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$8.2M |
| 3 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$8.14M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$6.84M |
| 5 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$6.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$9.65M |
| 2 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
-$6.35M |
| 3 |
Millennium Management
New York
|
-$4.59M |
| 4 |
Goldman Sachs
New York
|
-$3.03M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCP
151
GSA Capital Partners
London,
United Kingdom
| – | -$608K | -15,133 | Closed |
|
152
Two Sigma Investments
New York
| – | -$506K | -12,593 | Closed |
|
|
AIM
153
Assured Investment Management
New York
| – | -$481K | -11,979 | Closed |
|
154
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$311K | -7,744 | Closed |
|
|
EGM
155
Engineers Gate Manager
New York
| – | -$229K | -5,698 | Closed |
|
|
QT
156
Quantamental Technologies
White Plains,
New York
| – | -$48K | -1,190 | Closed |
|
157
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$6K | -157 | Closed |
|
|
IA
158
IFP Advisors
Tampa,
Florida
| – | -$1K | -21 | Closed |
|
LKFN Hedge Fund Activity: Q1 2019 in Review
151 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2019, worth a combined $855M — up 18% from $727M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new LKFN positions and 10 closed out — a net gain of 14 holders — while 54 added to existing stakes and 49 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $8.69M. The largest seller was BlackRock, cutting an estimated $9.65M.
- 151 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2019, up from 137 in Q4 2018.
- Funds reported $855M of Lakeland Financial Corp stock for Q1 2019, up 18% quarter-over-quarter.
- 24 funds opened new Lakeland Financial Corp positions in Q1 2019 and 10 closed out, a net change of +14 holders.
- The largest Lakeland Financial Corp buyer in Q1 2019 was Massachusetts Financial Services, an estimated $8.69M added.
- The largest Lakeland Financial Corp seller in Q1 2019 was BlackRock, an estimated $9.65M sold.
Based on aggregated 13F filings for Q1 2019.