Lakeland Financial Corp
LKFN
165 hedge funds and large institutions have $1.32B invested in Lakeland Financial Corp in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 64 reducing their positions, and 5 closing their positions.
420% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 5
29% more capital invested
Capital invested by funds: $1.02B → $1.32B (+$296M)
14% more funds holding
Funds holding: 145 → 165 (+20)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.18% less ownership
Funds ownership: 74.05% → 73.88% (-0.18%)
23% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 64
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$43.8M |
| 2 |
BlackRock
New York
|
+$6.66M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.43M |
| 4 |
State Street
Boston,
Massachusetts
|
+$6.24M |
| 5 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$23.8M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$13.8M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$12.4M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$8.95M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$7.58M |
LKFN Hedge Fund Activity: Q1 2021 in Review
165 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2021, worth a combined $1.32B — up 29% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new LKFN positions and 5 closed out — a net gain of 21 holders — while 49 added to existing stakes and 64 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $43.8M. The largest seller was Franklin Resources, cutting an estimated $23.8M.
- 165 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2021, up from 145 in Q4 2020.
- Funds reported $1.32B of Lakeland Financial Corp stock for Q1 2021, up 29% quarter-over-quarter.
- 26 funds opened new Lakeland Financial Corp positions in Q1 2021 and 5 closed out, a net change of +21 holders.
- The largest Lakeland Financial Corp buyer in Q1 2021 was Neuberger Berman Group, an estimated $43.8M added.
- The largest Lakeland Financial Corp seller in Q1 2021 was Franklin Resources, an estimated $23.8M sold.
Based on aggregated 13F filings for Q1 2021.