Lakeland Financial Corp
LKFN
179 hedge funds and large institutions have $1.48B invested in Lakeland Financial Corp in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 19 closing their positions.
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
29% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 52
27% more capital invested
Capital invested by funds: $1.16B → $1.48B (+$318M)
7.92% more ownership
Funds ownership: 74.23% → 82.15% (+7.9%)
8% more funds holding
Funds holding: 166 → 179 (+13)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$124M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$20.8M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$11.4M |
| 5 |
Bank of New York Mellon
New York
|
+$8.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$37.2M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
-$23M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$15.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$11.5M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$8.65M |
LKFN Hedge Fund Activity: Q3 2021 in Review
179 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2021, worth a combined $1.48B — up 27% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new LKFN positions and 19 closed out — a net gain of 14 holders — while 67 added to existing stakes and 52 trimmed.
The largest buyer was BlackRock, adding an estimated $124M. The largest seller was Franklin Resources, exiting entirely with an estimated $37.2M sold.
- 179 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2021, up from 166 in Q2 2021.
- Funds reported $1.48B of Lakeland Financial Corp stock for Q3 2021, up 27% quarter-over-quarter.
- 33 funds opened new Lakeland Financial Corp positions in Q3 2021 and 19 closed out, a net change of +14 holders.
- The largest Lakeland Financial Corp buyer in Q3 2021 was BlackRock, an estimated $124M added.
- The largest Lakeland Financial Corp seller in Q3 2021 was Franklin Resources, an estimated $37.2M sold.
Based on aggregated 13F filings for Q3 2021.