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Lakeland Financial Corp

115 hedge funds and large institutions have $474M invested in Lakeland Financial Corp in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 36

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $438M → $474M (+$36.8M)

1% more funds holding

Funds holding: 114115 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
47
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$60.2M +$3.53M +130,196 +7%
CWAM
2
Columbia Wanger Asset Management
Illinois
$42M +$589K +21,703 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.7M +$1.15M +42,470 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$26.6M +$440K +16,231 +2%
BIT
5
BlackRock Institutional Trust
California
$23.1M -$979K -36,078 -4%
Victory Capital Management
6
Victory Capital Management
Texas
$22.4M -$134K -4,950 -0.6%
Goldman Sachs
7
Goldman Sachs
New York
$18.6M -$295K -10,877 -2%
Northern Trust
8
Northern Trust
Illinois
$18.6M +$346K +12,754 +2%
GT
9
Glenmede Trust
Pennsylvania
$18.5M +$1.01M +37,391 +6%
BFA
10
BlackRock Fund Advisors
California
$18.2M -$1.21M -44,603 -7%
WC
11
Walthausen & Co
New York
$17.4M -$46.8K -1,725 -0.3%
State Street
12
State Street
Massachusetts
$12M +$71.7K +2,644 +0.6%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$10.3M -$346K -12,750 -3%
NPIC
14
Neumeier Poma Investment Counsel
California
$9.99M +$46.8K +1,725 +0.5%
Ameriprise
15
Ameriprise
Minnesota
$9.13M -$2.44K -90 -0%
1SB
16
1ST Source Bank
Indiana
$8.7M -$972K -35,850 -11%
WCM
17
Wedge Capital Management
North Carolina
$7.33M -$262K -9,675 -4%
BTW
18
Boston Trust Walden
Massachusetts
$7.24M +$6.79M +250,508 New
MCM
19
Monarch Capital Management
Indiana
$7.17M +$46.3K +1,707 +0.7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.6M +$173K +6,382 +3%
CM
21
CS McKee
Pennsylvania
$5.72M -$267K -9,855 -5%
SBH
22
Segall Bryant & Hamill
Illinois
$5.52M +$70.3K +2,590 +1%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$5.27M +$768K +28,309 +18%
PI
24
Putnam Investments
Massachusetts
$5.05M -$1.4M -51,600 -23%
OCG
25
Opus Capital Group
Ohio
$4.28M -$53K -1,954 -1%

LKFN Hedge Fund Activity: Q2 2015 in Review

115 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2015, worth a combined $474M — up 8.4% from $438M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LKFN positions and 8 closed out — a net gain of 1 holder — while 47 added to existing stakes and 36 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $6.79M. The largest seller was New Amsterdam Partners, exiting entirely with an estimated $4.94M sold.

  • 115 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2015, up from 114 in Q1 2015.
  • Funds reported $474M of Lakeland Financial Corp stock for Q2 2015, up 8.4% quarter-over-quarter.
  • 9 funds opened new Lakeland Financial Corp positions in Q2 2015 and 8 closed out, a net change of +1 holder.
  • The largest Lakeland Financial Corp buyer in Q2 2015 was Boston Trust Walden, an estimated $6.79M added.
  • The largest Lakeland Financial Corp seller in Q2 2015 was New Amsterdam Partners, an estimated $4.94M sold.

Based on aggregated 13F filings for Q2 2015.