Lakeland Financial Corp
LKFN
144 hedge funds and large institutions have $965M invested in Lakeland Financial Corp in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 16 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 38
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
12% more capital invested
Capital invested by funds: $863M → $965M (+$101M)
2% more funds holding
Funds holding: 141 → 144 (+3)
0.37% more ownership
Funds ownership: 76.55% → 76.92% (+0.37%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$3.28M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$2.54M |
| 3 |
Morgan Stanley
New York
|
+$1.72M |
| 4 |
Bank of New York Mellon
New York
|
+$1.64M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$4.5M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$3.44M |
| 3 |
Millennium Management
New York
|
-$2.18M |
| 4 |
Two Sigma Investments
New York
|
-$1.27M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIFH
151
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$17K | -386 | Closed |
|
|
TRCT
152
Tower Research Capital (TRC)
New York
| – | -$11K | -253 | Closed |
|
153
Rockefeller Capital Management
New York
| – | -$9K | -214 | Closed |
|
154
Bessemer Group
Woodbridge,
New Jersey
| – | -$8K | -176 | Closed |
|
|
QCG
155
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$2.14K | -46 | -78% |
|
|
CBT
156
Capital Bank & Trust
Irvine,
California
| – | -$2K | -43 | Closed |
|
|
GWAG
157
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$1.41K | -32 | Closed |
|
|
PFGIA
158
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | +$93 | +2 | New |
|
|
GWS
159
Glassman Wealth Services
Vienna,
Virginia
| – | +$372 | +8 | New |
|
LKFN Hedge Fund Activity: Q4 2019 in Review
144 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2019, worth a combined $965M — up 12% from $863M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new LKFN positions and 16 closed out — a net gain of 3 holders — while 63 added to existing stakes and 38 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $3.28M. The largest seller was Segall Bryant & Hamill, cutting an estimated $4.5M.
- 144 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2019, up from 141 in Q3 2019.
- Funds reported $965M of Lakeland Financial Corp stock for Q4 2019, up 12% quarter-over-quarter.
- 19 funds opened new Lakeland Financial Corp positions in Q4 2019 and 16 closed out, a net change of +3 holders.
- The largest Lakeland Financial Corp buyer in Q4 2019 was Goldman Sachs, an estimated $3.28M added.
- The largest Lakeland Financial Corp seller in Q4 2019 was Segall Bryant & Hamill, an estimated $4.5M sold.
Based on aggregated 13F filings for Q4 2019.