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Lakeland Financial Corp

140 hedge funds and large institutions have $835M invested in Lakeland Financial Corp in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 140140 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.97% less ownership

Funds ownership: 71.97%71% (-0.97%)

5% less capital invested

Capital invested by funds: $877M → $835M (-$42.3M)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
42
Reduced
49
Closed
12
Calls
$465K
Puts
Net Calls
+$465K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.4M +$1.13M +23,104 +1%
Franklin Resources
2
Franklin Resources
California
$84M
Goldman Sachs
3
Goldman Sachs
New York
$54.2M +$2.98M +60,916 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$53.8M +$1.47M +30,102 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$48.2M +$65.9K +1,349 +0.1%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$46.9M -$1.8M -36,770 -4%
Victory Capital Management
7
Victory Capital Management
Texas
$44.7M +$376K +7,688 +0.8%
VNIM
8
Vaughan Nelson Investment Management
Texas
$36.9M -$3.42M -69,987 -8%
Northern Trust
9
Northern Trust
Illinois
$30.6M -$1.01M -20,740 -3%
State Street
10
State Street
Massachusetts
$23.7M +$953K +19,503 +4%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$20.8M +$3.27M +66,818 +18%
Ameriprise
12
Ameriprise
Minnesota
$18.1M -$1.29M -26,334 -6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$17.9M -$22.2M -455,221 -54%
NPIC
14
Neumeier Poma Investment Counsel
California
$16.1M +$1.02M +20,900 +6%
SBH
15
Segall Bryant & Hamill
Illinois
$15.5M -$1.78M -36,477 -10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$12.7M +$992K +20,293 +8%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$11.7M +$485K +9,920 +4%
WC
18
Walthausen & Co
New York
$11M +$11.6M +236,966 New
BTW
19
Boston Trust Walden
Massachusetts
$10.6M -$610K -12,488 -5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.75M -$163K -3,345 -2%
MCM
21
Monarch Capital Management
Indiana
$8.72M -$210K -4,297 -2%
Deutsche Bank
22
Deutsche Bank
Germany
$8.36M +$2.52M +51,603 +40%
Stifel Financial
23
Stifel Financial
Missouri
$8.03M -$6.54M -133,893 -44%
Renaissance Technologies
24
Renaissance Technologies
New York
$8.03M +$4.22M +86,400 +100%
Millennium Management
25
Millennium Management
New York
$7.11M -$6.37M -130,346 -46%

LKFN Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2018, worth a combined $835M — down 4.8% from $877M a quarter earlier.

Fund positioning in LKFN was balanced in Q3 2018: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 49 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $4.22M. The largest seller was Fidelity Investments, cutting an estimated $22.2M.

  • 140 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $835M of Lakeland Financial Corp stock for Q3 2018, down 4.8% quarter-over-quarter.
  • 12 funds opened new Lakeland Financial Corp positions in Q3 2018 and 12 closed out, a net change of 0 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2018 was Renaissance Technologies, an estimated $4.22M added.
  • The largest Lakeland Financial Corp seller in Q3 2018 was Fidelity Investments, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2018.