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Lakeland Financial Corp

149 hedge funds and large institutions have $899M invested in Lakeland Financial Corp in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 48

5% more capital invested

Capital invested by funds: $855M → $899M (+$44.3M)

1.67% more ownership

Funds ownership: 73.75%75.43% (+1.7%)

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

1% less funds holding

Funds holding: 151149 (-2)

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
60
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$86.3M +$794K +17,028 +0.9%
Franklin Resources
2
Franklin Resources
California
$85.4M -$247K -5,300 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.9M +$653K +14,008 +1%
Goldman Sachs
4
Goldman Sachs
New York
$51.3M -$362K -7,769 -0.7%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$49.8M -$1.11M -23,808 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$48.8M -$282K -6,049 -0.6%
Victory Capital Management
7
Victory Capital Management
Texas
$47.9M +$2.92M +62,656 +7%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$41.6M +$7.23M +155,114 +21%
VNIM
9
Vaughan Nelson Investment Management
Texas
$34.6M -$2.93M -62,912 -8%
Northern Trust
10
Northern Trust
Illinois
$32.3M +$152K +3,251 +0.5%
State Street
11
State Street
Massachusetts
$25.1M +$1.09M +23,453 +5%
SBH
12
Segall Bryant & Hamill
Illinois
$23.9M +$358K +7,683 +2%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$20.6M -$1.37M -29,386 -6%
BTW
14
Boston Trust Walden
Massachusetts
$17.1M -$337K -7,222 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$16M +$974K +20,898 +7%
CCM
16
Copeland Capital Management
Pennsylvania
$15.6M +$7.2M +154,408 +86%
Ameriprise
17
Ameriprise
Minnesota
$14.9M -$6.38M -136,862 -30%
Renaissance Technologies
18
Renaissance Technologies
New York
$11.8M +$1.21M +26,000 +11%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$10.9M -$2.42M -52,024 -18%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$10.7M +$784K +16,829 +8%
Stifel Financial
21
Stifel Financial
Missouri
$10.5M -$102K -2,188 -1%
NPIC
22
Neumeier Poma Investment Counsel
California
$10.3M +$429K +9,212 +4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$9.17M -$525K -11,265 -5%
MCM
24
Monarch Capital Management
Indiana
$9.12M -$50.5K -1,084 -0.6%
MFWM
25
Motley Fool Wealth Management
Virginia
$8.73M +$2.93M +62,890 +51%

LKFN Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2019, worth a combined $899M — up 5.2% from $855M a quarter earlier.

Fund positioning in LKFN was balanced in Q2 2019: 12 funds opened new positions, 12 closed out, 60 added to existing stakes and 48 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $7.36M. The largest seller was Ameriprise, cutting an estimated $6.38M.

  • 149 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2019, down from 151 in Q1 2019.
  • Funds reported $899M of Lakeland Financial Corp stock for Q2 2019, up 5.2% quarter-over-quarter.
  • 12 funds opened new Lakeland Financial Corp positions in Q2 2019 and 12 closed out, a net change of 0 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2019 was Nuveen, an estimated $7.36M added.
  • The largest Lakeland Financial Corp seller in Q2 2019 was Ameriprise, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2019.