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Lakeland Financial Corp

201 hedge funds and large institutions have $1.51B invested in Lakeland Financial Corp in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

8% more funds holding

Funds holding: 186201 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.8% less ownership

Funds ownership: 82.06%80.26% (-1.8%)

9% less capital invested

Capital invested by funds: $1.66B → $1.51B (-$154M)

12% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 75

Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
66
Reduced
75
Closed
14
Calls
$226K
Puts
Net Calls
+$226K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
151
State of Wyoming
Wyoming
$98K -$1.84K -23 -2%
BG
152
Bollard Group
Massachusetts
$87K +$399 +5 +0.4%
CFGS
153
Concourse Financial Group Securities
Alabama
$83K -$6.07K -76 -6%
TRCT
154
Tower Research Capital (TRC)
New York
$71K -$285K -3,571 -79%
FPS
155
Fieldpoint Private Securities
Connecticut
$61K +$7.35K +92 +12%
PMFA
156
Plante Moran Financial Advisors
Michigan
$33K +$160 +2 +0.4%
HL
157
Harding Loevner
New Jersey
$31K +$3.04K +38 +10%
CFD
158
Creative Financial Designs
Indiana
$29K -$2.4K -30 -7%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$27K -$1.28K -16 -4%
FEG
160
Financial Enhancement Group
Indiana
$23K
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$21K -$15K -188 -39%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$21K -$9.27K -116 -29%
Bessemer Group
163
Bessemer Group
New Jersey
$14K
SWA
164
Sutton Wealth Advisors
Florida
$13.3K
HFS
165
Hantz Financial Services
Michigan
$13K
TPCW
166
TD Private Client Wealth
New York
$11.1K +$12.1K +152 New
HNB
167
Huntington National Bank
Ohio
$11K
Ohio Public Employees Retirement System (OPERS)
168
Ohio Public Employees Retirement System (OPERS)
Ohio
$11K +$11.5K +144 New
GIA
169
GHP Investment Advisors
Colorado
$10K +$10.6K +133 New
AP
170
Arlington Partners
Alabama
$9K
HIA
171
Harbor Investment Advisory
Maryland
$9K
AAP
172
Arax Advisory Partners
Colorado
$8K -$80 -1 -0.9%
KFI
173
Key Financial Inc
Pennsylvania
$8K +$8.55K +107 New
PI
174
PineBridge Investments
New York
$7K -$87.9K -1,100 -92%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$7K -$1.2K -15 -13%

LKFN Hedge Fund Activity: Q1 2022 in Review

201 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2022, worth a combined $1.51B — down 9.2% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LKFN positions and 14 closed out — a net gain of 18 holders — while 66 added to existing stakes and 75 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $54.4M. The largest seller was Massachusetts Financial Services, cutting an estimated $36.6M.

  • 201 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2022, up from 186 in Q4 2021.
  • Funds reported $1.51B of Lakeland Financial Corp stock for Q1 2022, down 9.2% quarter-over-quarter.
  • 32 funds opened new Lakeland Financial Corp positions in Q1 2022 and 14 closed out, a net change of +18 holders.
  • The largest Lakeland Financial Corp buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $54.4M added.
  • The largest Lakeland Financial Corp seller in Q1 2022 was Massachusetts Financial Services, an estimated $36.6M sold.

Based on aggregated 13F filings for Q1 2022.