Lakeland Financial Corp
LKFN
141 hedge funds and large institutions have $863M invested in Lakeland Financial Corp in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 18 closing their positions.
27% more capital inflows, than outflows
Capital inflows: $39.7M | Capital outflows: $31.2M
2% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 51
0.23% more ownership
Funds ownership: 76.33% → 76.55% (+0.23%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 149 → 141 (-8)
44% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$6.15M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$5.83M |
| 3 |
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$4.27M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$3.86M |
| 5 |
BlackRock
New York
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$10.1M |
| 2 |
Vaughan Nelson Investment Management
Houston,
Texas
|
-$3.57M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$2.07M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.66M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.42M |
LKFN Hedge Fund Activity: Q3 2019 in Review
141 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2019, worth a combined $863M — down 5.1% from $910M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of LKFN and 10 opened new positions — a net loss of 8 holders — while 51 trimmed existing stakes and 52 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $6.15M. The largest seller was Schroder Investment Management Group, cutting an estimated $10.1M.
- 141 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2019, down from 149 in Q2 2019.
- Funds reported $863M of Lakeland Financial Corp stock for Q3 2019, down 5.1% quarter-over-quarter.
- 10 funds opened new Lakeland Financial Corp positions in Q3 2019 and 18 closed out, a net change of -8 holders.
- The largest Lakeland Financial Corp buyer in Q3 2019 was Massachusetts Financial Services, an estimated $6.15M added.
- The largest Lakeland Financial Corp seller in Q3 2019 was Schroder Investment Management Group, an estimated $10.1M sold.
Based on aggregated 13F filings for Q3 2019.