Lakeland Financial Corp
LKFN
149 hedge funds and large institutions have $899M invested in Lakeland Financial Corp in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 12 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 48
5% more capital invested
Capital invested by funds: $855M → $899M (+$44.3M)
1.67% more ownership
Funds ownership: 73.75% → 75.43% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
1% less funds holding
Funds holding: 151 → 149 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$7.36M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$7.23M |
| 3 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$7.2M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$4.81M |
| 5 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.38M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$2.93M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$2.42M |
| 4 |
WC
Walthausen & Co
Malta,
New York
|
-$2.12M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$1.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$398K | -8,800 | Closed |
|
|
SGAM
152
Smith Group Asset Management
Dallas,
Texas
| – | -$388K | -8,590 | Closed |
|
153
SEI Investments
Oaks,
Pennsylvania
| – | -$113K | -2,506 | Closed |
|
154
SG Americas Securities
New York
| – | -$109K | -2,417 | Closed |
|
|
CAM
155
Cresset Asset Management
Chicago,
Illinois
| – | -$25K | -554 | Closed |
|
|
WAM
156
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$8K | -175 | Closed |
|
|
PFO
157
Pathstone Family Office
Englewood,
New Jersey
| – | -$2K | -44 | Closed |
|
|
WEC
158
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$2K | -22 | Closed |
|
LKFN Hedge Fund Activity: Q2 2019 in Review
149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2019, worth a combined $899M — up 5.2% from $855M a quarter earlier.
Fund positioning in LKFN was balanced in Q2 2019: 12 funds opened new positions, 12 closed out, 60 added to existing stakes and 48 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $7.36M. The largest seller was Ameriprise, cutting an estimated $6.38M.
- 149 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2019, down from 151 in Q1 2019.
- Funds reported $899M of Lakeland Financial Corp stock for Q2 2019, up 5.2% quarter-over-quarter.
- 12 funds opened new Lakeland Financial Corp positions in Q2 2019 and 12 closed out, a net change of 0 holders.
- The largest Lakeland Financial Corp buyer in Q2 2019 was Nuveen, an estimated $7.36M added.
- The largest Lakeland Financial Corp seller in Q2 2019 was Ameriprise, an estimated $6.38M sold.
Based on aggregated 13F filings for Q2 2019.