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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
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$20K +$1.14K +16 +6%
ACM
177
Aquatic Capital Management
Illinois
$20K +$14.3K +200 +200%
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$19K +$10.6K +148 +103%
CA
179
Crewe Advisors
Utah
$19K +$20.6K +289 New
SWA
180
Sutton Wealth Advisors
Florida
$12K -$71 -1 -0.5%
Bessemer Group
181
Bessemer Group
New Jersey
$11K -$1.78K -25 -13%
TPCW
182
TD Private Client Wealth
New York
$10.1K
HFS
183
Hantz Financial Services
Michigan
$10K -$1.93K -27 -16%
HNB
184
Huntington National Bank
Ohio
$10K
AAP
185
Arax Advisory Partners
Colorado
$10K +$2.57K +36 +33%
HIA
186
Harbor Investment Advisory
Maryland
$8K
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$8K +$1.64K +23 +23%
BC
188
Bartlett & Co
Ohio
$8K +$8.27K +116 New
VVP
189
Venture Visionary Partners
Ohio
$7.97K +$8.56K +120 New
BCWM
190
Bartlett & Co Wealth Management
Ohio
$7.71K +$8.27K +116 New
KFI
191
Key Financial Inc
Pennsylvania
$7K
CWC
192
Carolinas Wealth Consulting
North Carolina
$6K
WTA
193
Washington Trust Advisors
Massachusetts
$6K
IA
194
IFP Advisors
Florida
$5K
PCG
195
Private Capital Group
Connecticut
$5K
QCG
196
Quadrant Capital Group
Ohio
$5K
TWA
197
TCI Wealth Advisors
Arizona
$5K
MAM
198
Meeder Asset Management
Ohio
$4K +$4.07K +57 New
CTC
199
Central Trust Company
Missouri
$3K
IFAM
200
Institutional & Family Asset Management
Colorado
$3K +$3.64K +51 New

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.