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Lakeland Financial Corp

215 hedge funds and large institutions have $1.36B invested in Lakeland Financial Corp in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

48% more call options, than puts

Call options by funds: $206K | Put options by funds: $139K

7% more funds holding

Funds holding: 201215 (+14)

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

0.32% more ownership

Funds ownership: 80.26%80.58% (+0.32%)

10% less capital invested

Capital invested by funds: $1.51B → $1.36B (-$151M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
72
Reduced
70
Closed
15
Calls
$206K
Puts
$139K
Net Calls
+$67K
Net Calls Change
-$159K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$190K
HI
152
Harbour Investments
Wisconsin
$168K +$180K +2,529 New
CYG
153
Clean Yield Group
Vermont
$149K -$10.3K -145 -6%
PHK
154
Point72 Hong Kong
Hong Kong
$144K +$154K +2,161 New
KBC Group
155
KBC Group
Belgium
$138K +$148K +2,072 New
AIP
156
Ameritas Investment Partners
Nebraska
$122K -$9.48K -133 -7%
US Bancorp
157
US Bancorp
Minnesota
$122K
FHA
158
First Horizon Advisors
Tennessee
$100K +$104K +1,458 +2,390%
MLICM
159
Metropolitan Life Insurance Company (MetLife)
New York
$99.5K
Fidelity Investments
160
Fidelity Investments
Massachusetts
$84K -$1.66M -23,259 -95%
MCC
161
Money Concepts Capital
Florida
$62K -$220K -3,079 -77%
CFGS
162
Concourse Financial Group Securities
Alabama
$61K -$15.5K -218 -19%
PI
163
PEAK6 Investments
Illinois
$55K +$58.9K +826 New
FPS
164
Fieldpoint Private Securities
Connecticut
$54K -$1.93K -27 -3%
SOW
165
State of Wyoming
Wyoming
$52K -$39.6K -555 -41%
Allspring Global Investments
166
Allspring Global Investments
North Carolina
$37K -$406K -5,696 -91%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$32K +$14.3K +200 +70%
PMFA
168
Plante Moran Financial Advisors
Michigan
$31K +$214 +3 +0.7%
HL
169
Harding Loevner
New Jersey
$28K
TVWM
170
Tower View Wealth Management
Wisconsin
$27K +$28.7K +402 New
CFD
171
Creative Financial Designs
Indiana
$26K
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$24K -$570 -8 -2%
UBS Group
173
UBS Group
Switzerland
$23K -$875K -12,267 -97%
FEG
174
Financial Enhancement Group
Indiana
$21K
PI
175
PineBridge Investments
New York
$21K +$15.5K +217 +217%

LKFN Hedge Fund Activity: Q2 2022 in Review

215 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2022, worth a combined $1.36B — down 10% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LKFN positions and 15 closed out — a net gain of 19 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $10.2M. The largest seller was Ameriprise, cutting an estimated $23.6M.

  • 215 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2022, up from 201 in Q1 2022.
  • Funds reported $1.36B of Lakeland Financial Corp stock for Q2 2022, down 10% quarter-over-quarter.
  • 34 funds opened new Lakeland Financial Corp positions in Q2 2022 and 15 closed out, a net change of +19 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $10.2M added.
  • The largest Lakeland Financial Corp seller in Q2 2022 was Ameriprise, an estimated $23.6M sold.

Based on aggregated 13F filings for Q2 2022.