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Lakeland Financial Corp

186 hedge funds and large institutions have $1.66B invested in Lakeland Financial Corp in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $1.48B → $1.66B (+$182M)

4% more funds holding

Funds holding: 179186 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.09% less ownership

Funds ownership: 82.15%82.06% (-0.09%)

15% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 67

Holders
186
Holders Change
+7
Holders Change %
+3.91%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
57
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$295M -$76.3K -1,024 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$127M -$514K -6,893 -0.4%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$118M -$3.62M -48,605 -3%
Ameriprise
4
Ameriprise
Minnesota
$87.1M +$13.2M +176,860 +19%
Victory Capital Management
5
Victory Capital Management
Texas
$85.3M -$18.6M -249,206 -19%
State Street
6
State Street
Massachusetts
$82.3M -$4.28M -57,462 -5%
Goldman Sachs
7
Goldman Sachs
New York
$74.3M -$4.18M -56,066 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$63.9M -$897K -12,043 -1%
SAM
9
Silvercrest Asset Management
New York
$53.4M -$1.93M -25,963 -4%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$42.1M -$896K -12,031 -2%
CCM
11
Copeland Capital Management
Pennsylvania
$40.5M +$1.05M +14,066 +3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$40.4M -$2.22M -29,773 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$37.9M +$279K +3,747 +0.8%
Northern Trust
14
Northern Trust
Illinois
$36M -$618K -8,288 -2%
NPIC
15
Neumeier Poma Investment Counsel
California
$35.2M -$1.75M -23,475 -5%
SBH
16
Segall Bryant & Hamill
Illinois
$35.1M -$9M -120,816 -22%
BTW
17
Boston Trust Walden
Massachusetts
$29M -$56.1K -753 -0.2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$23.6M -$2.06M -27,592 -9%
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$21.9M +$20.4M +273,536 New
Principal Financial Group
20
Principal Financial Group
Iowa
$18.8M +$1.7M +22,811 +11%
MCM
21
Monarch Capital Management
Indiana
$15M -$605K -8,122 -4%
Macquarie Group
22
Macquarie Group
Australia
$14.5M +$224K +3,013 +2%
Charles Schwab
23
Charles Schwab
California
$14.2M +$322K +4,322 +2%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$13.5M +$1.19M +16,024 +10%
TAM
25
Timucuan Asset Management
Florida
$12.8M

LKFN Hedge Fund Activity: Q4 2021 in Review

186 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2021, worth a combined $1.66B — up 12% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LKFN positions and 15 closed out — a net gain of 7 holders — while 57 added to existing stakes and 67 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $20.4M. The largest seller was Victory Capital Management, cutting an estimated $18.6M.

  • 186 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2021, up from 179 in Q3 2021.
  • Funds reported $1.66B of Lakeland Financial Corp stock for Q4 2021, up 12% quarter-over-quarter.
  • 22 funds opened new Lakeland Financial Corp positions in Q4 2021 and 15 closed out, a net change of +7 holders.
  • The largest Lakeland Financial Corp buyer in Q4 2021 was Kayne Anderson Rudnick Investment Management, an estimated $20.4M added.
  • The largest Lakeland Financial Corp seller in Q4 2021 was Victory Capital Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2021.