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Lakeland Financial Corp
LKFN

179 hedge funds and large institutions have $1.48B invested in Lakeland Financial Corp in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

27% more capital invested

Capital invested by funds: $1.16B → $1.48B (+$319M)

7.95% more ownership

Funds ownership: 74.2% → 82.15% (+7.9%)

8% more funds holding

Funds holding: 166 → 179 (+13)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
67
Reduced
52
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$124M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$23.7M
3
State Street
State Street
Massachusetts
+$20.8M
4
Principal Financial Group
Principal Financial Group
Iowa
+$11.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.89M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$37.2M
2
SAM
Silvercrest Asset Management
New York
-$23M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$15.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$11.5M
5
SBH
Segall Bryant & Hamill
Illinois
-$8.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$32K +$17.3K +266 +141%
CFD
152
Creative Financial Designs
Indiana
$30K – – –
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$23K +$2.8K +43 +16%
FEG
154
Financial Enhancement Group
Indiana
$22K – – –
HFS
155
Hantz Financial Services
Michigan
$20K -$512K -7,866 -96%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$19K – – –
Bessemer Group
157
Bessemer Group
New Jersey
$14K +$12.4K +190 New
SWA
158
Sutton Wealth Advisors
Florida
$12.5K +$11.4K +175 New
HNB
159
Huntington National Bank
Ohio
$11K – – –
AP
160
Arlington Partners
Alabama
$9K – – –
HIA
161
Harbor Investment Advisory
Maryland
$9K – – –
AAP
162
Arax Advisory Partners
Colorado
$8K – – –
PCG
163
Private Capital Group
Connecticut
$7K – – –
Simplex Trading
164
Simplex Trading
Illinois
$6K – – –
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$6K +$715 +11 +13%
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$5K -$130 -2 -3%
CFA
167
Carroll Financial Associates
North Carolina
$5K – – –
QCG
168
Quadrant Capital Group
Ohio
$5K +$65 +1 +1%
TWA
169
TCI Wealth Advisors
Arizona
$5K +$4.88K +75 New
APA
170
American Portfolios Advisors
New York
$3.21K – – –
S
171
SignatureFD
Georgia
$3K +$585 +9 +26%
DWP
172
Destiny Wealth Partners
Florida
$3K +$2.41K +37 New
PFBT
173
Parkside Financial Bank & Trust
Missouri
$2K +$2.15K +33 New
ACM
174
AUA Capital Management
Pennsylvania
$1K +$130 +2 +29%
PA
175
Parallel Advisors
California
$1K +$715 +11 New
4 5 6
7
8

LKFN Hedge Fund Activity: Q3 2021 in Review

179 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2021, worth a combined $1.48B — up 27% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new LKFN positions and 19 closed out — a net gain of 14 holders — while 67 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $124M. The largest seller was Franklin Resources, exiting entirely with an estimated $37.2M sold.

  • 179 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2021, up from 166 in Q2 2021.
  • Funds reported $1.48B of Lakeland Financial Corp stock for Q3 2021, up 27% quarter-over-quarter.
  • 33 funds opened new Lakeland Financial Corp positions in Q3 2021 and 19 closed out, a net change of +14 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2021 was BlackRock, an estimated $124M added.
  • The largest Lakeland Financial Corp seller in Q3 2021 was Franklin Resources, an estimated $37.2M sold.

Based on aggregated 13F filings for Q3 2021.