Lakeland Financial Corp
LKFN
136 hedge funds and large institutions have $714M invested in Lakeland Financial Corp in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 22 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 42
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.51% less ownership
Funds ownership: 76.92% → 75.41% (-1.5%)
6% less funds holding
Funds holding: 144 → 136 (-8)
23% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 22
26% less capital invested
Capital invested by funds: $965M → $714M (-$251M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$7.73M |
| 2 |
BlackRock
New York
|
+$4.13M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$3.94M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$3.32M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$32.9M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$8.12M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.84M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
-$2.92M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$2M |
LKFN Hedge Fund Activity: Q1 2020 in Review
136 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2020, worth a combined $714M — down 26% from $965M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of LKFN and 17 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 59 added.
The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $7.73M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $32.9M sold.
- 136 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2020, down from 144 in Q4 2019.
- Funds reported $714M of Lakeland Financial Corp stock for Q1 2020, down 26% quarter-over-quarter.
- 17 funds opened new Lakeland Financial Corp positions in Q1 2020 and 22 closed out, a net change of -5 holders.
- The largest Lakeland Financial Corp buyer in Q1 2020 was Silvercrest Asset Management, an estimated $7.73M added.
- The largest Lakeland Financial Corp seller in Q1 2020 was Vaughan Nelson Investment Management, an estimated $32.9M sold.
Based on aggregated 13F filings for Q1 2020.