Lakeland Financial Corp
LKFN
145 hedge funds and large institutions have $1.02B invested in Lakeland Financial Corp in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 56 reducing their positions, and 14 closing their positions.
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
29% more capital invested
Capital invested by funds: $789M → $1.02B (+$231M)
4% more funds holding
Funds holding: 139 → 145 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.33% less ownership
Funds ownership: 74.39% → 74.05% (-0.33%)
18% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$9.17M |
| 2 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$4.58M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$4.17M |
| 4 |
BlackRock
New York
|
+$3.88M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$11M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$7.99M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$6.41M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$4.1M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$3.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFO
151
Pathstone Family Office
Englewood,
New Jersey
| – | -$272K | -6,610 | Closed |
|
|
SSA
152
Schonfeld Strategic Advisors
New York
| – | -$243K | -5,900 | Closed |
|
|
CSS
153
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$223K | -5,419 | Closed |
|
|
HF
154
HRT Financial
New York
| – | -$208K | -5,071 | Closed |
|
155
Simplex Trading
Chicago,
Illinois
| – | -$7K | -177 | Closed |
|
|
PHK
156
Point72 Hong Kong
Hong Kong
| – | -$4K | -88 | Closed |
|
|
VFA
157
Valeo Financial Advisors
Carmel,
Indiana
| – | -$2K | -50 | Closed |
|
|
SSB
158
Sandy Spring Bank
Olney,
Maryland
| – | -$1K | -14 | Closed |
|
LKFN Hedge Fund Activity: Q4 2020 in Review
145 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2020, worth a combined $1.02B — up 29% from $789M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LKFN positions and 14 closed out — a net gain of 6 holders — while 46 added to existing stakes and 56 trimmed.
The largest buyer was Silvercrest Asset Management, adding an estimated $9.17M. The largest seller was Franklin Resources, cutting an estimated $11M.
- 145 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2020, up from 139 in Q3 2020.
- Funds reported $1.02B of Lakeland Financial Corp stock for Q4 2020, up 29% quarter-over-quarter.
- 20 funds opened new Lakeland Financial Corp positions in Q4 2020 and 14 closed out, a net change of +6 holders.
- The largest Lakeland Financial Corp buyer in Q4 2020 was Silvercrest Asset Management, an estimated $9.17M added.
- The largest Lakeland Financial Corp seller in Q4 2020 was Franklin Resources, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2020.