We are live on ! Find out more
LKFN icon

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
CCM
176
Covington Capital Management
California
$7K +$7.19K +90 New
CWC
177
Carolinas Wealth Consulting
North Carolina
$7K +$7.35K +92 New
WTA
178
Washington Trust Advisors
Massachusetts
$7K +$7.75K +97 New
ACM
179
Aquatic Capital Management
Illinois
$7K +$7.99K +100 New
PCG
180
Private Capital Group
Connecticut
$6K -$1.44K -18 -19%
Macquarie Group
181
Macquarie Group
Australia
$5.31K -$8.67M -108,559 -60%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$5K -$15.3K -191 -73%
QCG
183
Quadrant Capital Group
Ohio
$5K
TWA
184
TCI Wealth Advisors
Arizona
$5K
IA
185
IFP Advisors
Florida
$5K +$10.9K +136 New
FHA
186
First Horizon Advisors
Tennessee
$4K +$4.87K +61 New
DWP
187
Destiny Wealth Partners
Florida
$3K
S
188
SignatureFD
Georgia
$3K
CTC
189
Central Trust Company
Missouri
$3K +$3.04K +38 New
PFBT
190
Parkside Financial Bank & Trust
Missouri
$2K -$319 -4 -12%
EWA
191
EverSource Wealth Advisors
Alabama
$2K
ZB
192
Zions Bancorporation
Utah
$2K +$2.48K +31 New
LAS
193
Lloyd Advisory Services
Georgia
$2K +$2.72K +34 New
C
194
Covestor
United Kingdom
$1K -$319 -4 -24%
ACM
195
AUA Capital Management
Pennsylvania
$1K -$160 -2 -22%
PA
196
Parallel Advisors
California
$1K
FGAM
197
Financial Gravity Asset Management
Texas
$4 +$11.7K +146 New
Skandinaviska Enskilda Banken (SEB)
198
Skandinaviska Enskilda Banken (SEB)
Sweden
-$3.49M -43,800 Closed
HF
199
HRT Financial
New York
-$1.76M -21,931 Closed
CCM
200
Cox Capital Management
Massachusetts
-$1.48M -18,497 Closed

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.