Lakeland Financial Corp
LKFN
166 hedge funds and large institutions have $1.16B invested in Lakeland Financial Corp in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 18 closing their positions.
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
1% more funds holding
Funds holding: 165 → 166 (+1)
0.33% more ownership
Funds ownership: 73.88% → 74.2% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less capital invested
Capital invested by funds: $1.32B → $1.16B (-$154M)
30% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$27.4M |
| 2 |
ProShare Advisors
Bethesda,
Maryland
|
+$10.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$5.89M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$3.56M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$2.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$12.1M |
| 2 |
BlackRock
New York
|
-$10.4M |
| 3 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
-$5.48M |
| 4 |
Goldman Sachs
New York
|
-$4.31M |
| 5 |
Neuberger Berman Group
New York
|
-$3.31M |
LKFN Hedge Fund Activity: Q2 2021 in Review
166 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2021, worth a combined $1.16B — down 12% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new LKFN positions and 18 closed out — a net gain of 1 holder — while 50 added to existing stakes and 71 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $27.4M. The largest seller was Franklin Resources, cutting an estimated $12.1M.
- 166 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2021, up from 165 in Q1 2021.
- Funds reported $1.16B of Lakeland Financial Corp stock for Q2 2021, down 12% quarter-over-quarter.
- 19 funds opened new Lakeland Financial Corp positions in Q2 2021 and 18 closed out, a net change of +1 holder.
- The largest Lakeland Financial Corp buyer in Q2 2021 was Loomis, Sayles & Company, an estimated $27.4M added.
- The largest Lakeland Financial Corp seller in Q2 2021 was Franklin Resources, an estimated $12.1M sold.
Based on aggregated 13F filings for Q2 2021.