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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
S
201
SignatureFD
Georgia
$2K -$1.14K -16 -37%
ZB
202
Zions Bancorporation
Utah
$2K -$570 -8 -26%
DWP
203
Destiny Wealth Partners
Florida
$2K
EWA
204
EverSource Wealth Advisors
Alabama
$2K
PFBT
205
Parkside Financial Bank & Trust
Missouri
$2K +$570 +8 +28%
BTI
206
Blue Trust Inc
Georgia
$2K +$2.28K +32 New
C
207
Covestor
United Kingdom
$1K -$357 -5 -38%
PA
208
Parallel Advisors
California
$1K
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$1K +$642 +9 New
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$260 -$330K -4,633 -55%
Massachusetts Financial Services
211
Massachusetts Financial Services
Massachusetts
-$3.36M -46,042 Closed
WCM
212
Wedge Capital Management
North Carolina
-$1.86M -25,530 Closed
HSBC Holdings
213
HSBC Holdings
United Kingdom
-$1.65M -22,331 Closed
KFA
214
Krane Funds Advisors
New York
-$744K -10,197 Closed
Lazard Asset Management
215
Lazard Asset Management
New York
-$584K -8,006 Closed
RIM
216
Redwood Investment Management
Arizona
-$212K -2,910 Closed
SG Americas Securities
217
SG Americas Securities
New York
-$189K -2,593 Closed
BG
218
Bollard Group
Massachusetts
-$87K -1,193 Closed
FGAM
219
Financial Gravity Asset Management
Texas
-$4 -146 Closed
GIA
220
GHP Investment Advisors
Colorado
-$10K -133 Closed
AP
221
Arlington Partners
Alabama
-$9K -124 Closed
CCM
222
Covington Capital Management
California
-$7K -90 Closed
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
-$5K -71 Closed
LAS
224
Lloyd Advisory Services
Georgia
-$2K -34 Closed
JWA
225
JFS Wealth Advisors
Pennsylvania
-$285 -4 -80%

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.