We are live on ! Find out more
LKFN icon

Lakeland Financial Corp

144 hedge funds and large institutions have $965M invested in Lakeland Financial Corp in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 38

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

12% more capital invested

Capital invested by funds: $863M → $965M (+$101M)

2% more funds holding

Funds holding: 141144 (+3)

0.37% more ownership

Funds ownership: 76.55%76.92% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
63
Reduced
38
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$93.2M -$111K -2,394 -0.1%
Franklin Resources
2
Franklin Resources
California
$89.2M
Vanguard Group
3
Vanguard Group
Pennsylvania
$61.2M +$1.49M +32,018 +3%
Victory Capital Management
4
Victory Capital Management
Texas
$57.5M +$961K +20,655 +2%
Goldman Sachs
5
Goldman Sachs
New York
$56.3M +$3.28M +70,558 +7%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$53M +$2.54M +54,552 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$50.4M -$449K -9,648 -0.9%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$50.1M -$844K -18,135 -2%
Northern Trust
9
Northern Trust
Illinois
$33.4M -$531K -11,405 -2%
VNIM
10
Vaughan Nelson Investment Management
Texas
$32.9M +$663K +14,247 +2%
State Street
11
State Street
Massachusetts
$26.5M +$896K +19,267 +4%
CCM
12
Copeland Capital Management
Pennsylvania
$21.8M +$747K +16,047 +4%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$20.2M -$830K -17,836 -4%
SBH
14
Segall Bryant & Hamill
Illinois
$19.2M -$4.5M -96,814 -20%
BTW
15
Boston Trust Walden
Massachusetts
$18.4M +$313K +6,719 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$17.6M +$339K +7,286 +2%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$15.6M -$60K -1,289 -0.4%
Ameriprise
18
Ameriprise
Minnesota
$15M +$959K +20,607 +7%
Renaissance Technologies
19
Renaissance Technologies
New York
$13.5M +$340K +7,300 +3%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$12.5M +$1.17M +25,238 +11%
NPIC
21
Neumeier Poma Investment Counsel
California
$12.1M +$899K +19,315 +8%
Stifel Financial
22
Stifel Financial
Missouri
$10M -$417K -8,966 -4%
MCM
23
Monarch Capital Management
Indiana
$9.81M +$188K +4,035 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$9.68M +$1.64M +35,330 +22%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$9.59M +$10.9K +235 +0.1%

LKFN Hedge Fund Activity: Q4 2019 in Review

144 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2019, worth a combined $965M — up 12% from $863M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LKFN positions and 16 closed out — a net gain of 3 holders — while 63 added to existing stakes and 38 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.28M. The largest seller was Segall Bryant & Hamill, cutting an estimated $4.5M.

  • 144 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2019, up from 141 in Q3 2019.
  • Funds reported $965M of Lakeland Financial Corp stock for Q4 2019, up 12% quarter-over-quarter.
  • 19 funds opened new Lakeland Financial Corp positions in Q4 2019 and 16 closed out, a net change of +3 holders.
  • The largest Lakeland Financial Corp buyer in Q4 2019 was Goldman Sachs, an estimated $3.28M added.
  • The largest Lakeland Financial Corp seller in Q4 2019 was Segall Bryant & Hamill, an estimated $4.5M sold.

Based on aggregated 13F filings for Q4 2019.