Lakeland Financial Corp
LKFN
135 hedge funds and large institutions have $870M invested in Lakeland Financial Corp in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 54 reducing their positions, and 11 closing their positions.
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
10% more funds holding
Funds holding: 123 → 135 (+12)
1.2% more ownership
Funds ownership: 69.97% → 71.17% (+1.2%)
1% more capital invested
Capital invested by funds: $859M → $870M (+$10.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
33% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$17.7M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$8.72M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.58M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$1.47M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.03M |
| 2 |
Renaissance Technologies
New York
|
-$2.86M |
| 3 |
Millennium Management
New York
|
-$1.59M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.55M |
| 5 |
1SB
1ST Source Bank
South Bend,
Indiana
|
-$1.5M |
LKFN Hedge Fund Activity: Q4 2017 in Review
135 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2017, worth a combined $870M — up 1.3% from $859M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new LKFN positions and 11 closed out — a net gain of 12 holders — while 36 added to existing stakes and 54 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $17.7M. The largest seller was Fidelity Investments, cutting an estimated $6.03M.
- 135 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2017, up from 123 in Q3 2017.
- Funds reported $870M of Lakeland Financial Corp stock for Q4 2017, up 1.3% quarter-over-quarter.
- 23 funds opened new Lakeland Financial Corp positions in Q4 2017 and 11 closed out, a net change of +12 holders.
- The largest Lakeland Financial Corp buyer in Q4 2017 was Neuberger Berman Group, an estimated $17.7M added.
- The largest Lakeland Financial Corp seller in Q4 2017 was Fidelity Investments, an estimated $6.03M sold.
Based on aggregated 13F filings for Q4 2017.