Lakeland Financial Corp
LKFN
105 hedge funds and large institutions have $543M invested in Lakeland Financial Corp in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 52 reducing their positions, and 11 closing their positions.
6% more capital invested
Capital invested by funds: $514M → $543M (+$28.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 111 → 105 (-6)
40% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 52
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$25.6M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$12.4M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$2.01M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.26M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$9.53M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$5.21M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
-$3.63M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$2.45M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$2.34M |
LKFN Hedge Fund Activity: Q4 2015 in Review
105 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2015, worth a combined $543M — up 5.6% from $514M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of LKFN and 5 opened new positions — a net loss of 6 holders — while 52 trimmed existing stakes and 31 added.
The largest buyer was Franklin Resources, adding an estimated $25.6M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $9.53M.
- 105 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2015, down from 111 in Q3 2015.
- Funds reported $543M of Lakeland Financial Corp stock for Q4 2015, up 5.6% quarter-over-quarter.
- 5 funds opened new Lakeland Financial Corp positions in Q4 2015 and 11 closed out, a net change of -6 holders.
- The largest Lakeland Financial Corp buyer in Q4 2015 was Franklin Resources, an estimated $25.6M added.
- The largest Lakeland Financial Corp seller in Q4 2015 was Columbia Wanger Asset Management, an estimated $9.53M sold.
Based on aggregated 13F filings for Q4 2015.