Lakeland Financial Corp
LKFN
137 hedge funds and large institutions have $737M invested in Lakeland Financial Corp in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 15 closing their positions.
1.56% more ownership
Funds ownership: 71% → 72.55% (+1.6%)
2% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 48
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 140 → 137 (-3)
12% less capital invested
Capital invested by funds: $835M → $737M (-$97.5M)
13% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$12.7M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$12.6M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$7.74M |
| 4 |
Neuberger Berman Group
New York
|
+$4.41M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.08M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$5.57M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.43M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.41M |
| 5 |
MFAM
Motley Fool Asset Management
Alexandria,
Virginia
|
-$2.79M |
LKFN Hedge Fund Activity: Q4 2018 in Review
137 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2018, worth a combined $737M — down 12% from $835M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of LKFN and 13 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 49 added.
The largest buyer was VOYA Investment Management, adding an estimated $12.7M. The largest seller was Fidelity Investments, cutting an estimated $7.08M.
- 137 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2018, down from 140 in Q3 2018.
- Funds reported $737M of Lakeland Financial Corp stock for Q4 2018, down 12% quarter-over-quarter.
- 13 funds opened new Lakeland Financial Corp positions in Q4 2018 and 15 closed out, a net change of -2 holders.
- The largest Lakeland Financial Corp buyer in Q4 2018 was VOYA Investment Management, an estimated $12.7M added.
- The largest Lakeland Financial Corp seller in Q4 2018 was Fidelity Investments, an estimated $7.08M sold.
Based on aggregated 13F filings for Q4 2018.