Lakeland Financial Corp
LKFN
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.
129% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 14
8% more funds holding
Funds holding: 186 → 201 (+15)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$54.4M |
| 2 |
State Street
Boston,
Massachusetts
|
+$22.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.5M |
| 4 |
BlackRock
New York
|
+$10.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$9.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$36.6M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$17.6M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$14.6M |
| 4 |
Goldman Sachs
New York
|
-$12.7M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$8.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
201
CSM Advisors
Warrendale,
Pennsylvania
| – | -$1.23M | -15,410 | Closed |
|
202
Two Sigma Advisers
New York
| – | -$353K | -4,400 | Closed |
|
203
Millennium Management
New York
| – | -$349K | -4,361 | Closed |
|
|
AW
204
ACG Wealth
Atlanta,
Georgia
| – | -$332K | -4,142 | Closed |
|
205
Holocene Advisors
New York
| – | -$292K | -3,643 | Closed |
|
|
GHAM
206
Gilman Hill Asset Management
New Canaan,
Connecticut
| – | -$261K | -3,255 | Closed |
|
|
WB
207
WesBanco Bank
Wheeling,
West Virginia
| – | -$260K | -3,250 | Closed |
|
|
RFC
208
Regions Financial Corp
Birmingham,
Alabama
| – | -$204K | -2,550 | Closed |
|
|
DWA
209
Delos Wealth Advisors
Dallas,
Texas
| – | -$6K | -71 | Closed |
|
|
EVM
210
Eaton Vance Management
Boston,
Massachusetts
| – | -$6K | -69 | Closed |
|
|
CI
211
Cordant Inc
Portland,
Oregon
| – | +$160 | +2 | New |
|
|
DI
212
Disciplined Investments
Tulsa,
Oklahoma
| – | +$160 | +2 | New |
|
|
JWA
213
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$240 | +3 | +150% |
|
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.