Lakeland Financial Corp
LKFN
139 hedge funds and large institutions have $789M invested in Lakeland Financial Corp in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 14 closing their positions.
252% more call options, than puts
Call options by funds: $317K | Put options by funds: $90K
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
5% more funds holding
Funds holding: 133 → 139 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.72% less ownership
Funds ownership: 77.11% → 74.39% (-2.7%)
14% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 50
14% less capital invested
Capital invested by funds: $922M → $789M (-$133M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$17M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$8.03M |
| 3 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$3.79M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$2.81M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$13M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$12M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$7.66M |
| 4 |
BlackRock
New York
|
-$7.14M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
151
Cetera Advisor Networks
El Segundo,
California
| – | -$43K | -916 | Closed |
|
152
Rockefeller Capital Management
New York
| – | +$1.04K | +23 | New |
|
LKFN Hedge Fund Activity: Q3 2020 in Review
139 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2020, worth a combined $789M — down 14% from $922M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LKFN positions and 14 closed out — a net gain of 6 holders — while 43 added to existing stakes and 50 trimmed.
The largest buyer was Ameriprise, adding an estimated $17M. The largest seller was Massachusetts Financial Services, cutting an estimated $13M.
- 139 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2020, up from 133 in Q2 2020.
- Funds reported $789M of Lakeland Financial Corp stock for Q3 2020, down 14% quarter-over-quarter.
- 20 funds opened new Lakeland Financial Corp positions in Q3 2020 and 14 closed out, a net change of +6 holders.
- The largest Lakeland Financial Corp buyer in Q3 2020 was Ameriprise, an estimated $17M added.
- The largest Lakeland Financial Corp seller in Q3 2020 was Massachusetts Financial Services, an estimated $13M sold.
Based on aggregated 13F filings for Q3 2020.