Lakeland Financial Corp
LKFN
141 hedge funds and large institutions have $863M invested in Lakeland Financial Corp in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 18 closing their positions.
1.13% more ownership
Funds ownership: 75.43% → 76.55% (+1.1%)
6% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 50
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $899M → $863M (-$35.8M)
5% less funds holding
Funds holding: 149 → 141 (-8)
44% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$6.15M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$5.83M |
| 3 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$4.27M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$3.86M |
| 5 |
BlackRock
New York
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$3.57M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.07M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.66M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.42M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
151
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$24K | -510 | Closed |
|
|
BCA
152
Berman Capital Advisors
Atlanta,
Georgia
| – | -$10K | -232 | Closed |
|
|
PCP
153
Proficio Capital Partners
Newton,
Massachusetts
| – | -$10K | -207 | Closed |
|
|
FIA
154
FNY Investment Advisers
New York
| – | -$4K | -104 | Closed |
|
155
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5K | -100 | Closed |
|
|
WT
156
Whittier Trust
South Pasadena,
California
| – | -$4K | -78 | Closed |
|
|
TCOV
157
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$3K | -69 | Closed |
|
|
CFA
158
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$1K | -38 | Closed |
|
LKFN Hedge Fund Activity: Q3 2019 in Review
141 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2019, worth a combined $863M — down 4% from $899M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of LKFN and 10 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 53 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $6.15M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $3.57M.
- 141 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2019, down from 149 in Q2 2019.
- Funds reported $863M of Lakeland Financial Corp stock for Q3 2019, down 4% quarter-over-quarter.
- 10 funds opened new Lakeland Financial Corp positions in Q3 2019 and 18 closed out, a net change of -8 holders.
- The largest Lakeland Financial Corp buyer in Q3 2019 was Massachusetts Financial Services, an estimated $6.15M added.
- The largest Lakeland Financial Corp seller in Q3 2019 was Vaughan Nelson Investment Management, an estimated $3.57M sold.
Based on aggregated 13F filings for Q3 2019.