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Lakeland Financial Corp

201 hedge funds and large institutions have $1.51B invested in Lakeland Financial Corp in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

8% more funds holding

Funds holding: 186201 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.8% less ownership

Funds ownership: 82.06%80.26% (-1.8%)

9% less capital invested

Capital invested by funds: $1.66B → $1.51B (-$154M)

12% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 75

Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
66
Reduced
75
Closed
14
Calls
$226K
Puts
Net Calls
+$226K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$278M +$10.3M +128,992 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$129M +$14.5M +181,199 +11%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$108M +$812K +10,171 +0.7%
State Street
4
State Street
Massachusetts
$95.5M +$22.4M +280,943 +27%
Ameriprise
5
Ameriprise
Minnesota
$74.7M -$5.03M -63,025 -6%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$69.7M +$54.4M +681,686 +249%
Victory Capital Management
7
Victory Capital Management
Texas
$61.6M -$17.6M -220,871 -21%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$58M -$174K -2,183 -0.3%
Goldman Sachs
9
Goldman Sachs
New York
$56.1M -$12.7M -158,788 -17%
SAM
10
Silvercrest Asset Management
New York
$43.1M -$6.5M -81,367 -12%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$41.3M +$3.26M +40,868 +8%
CCM
12
Copeland Capital Management
Pennsylvania
$37.6M +$748K +9,371 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.5M -$1.06M -13,236 -3%
Northern Trust
14
Northern Trust
Illinois
$32M -$926K -11,590 -3%
NPIC
15
Neumeier Poma Investment Counsel
California
$29.2M -$3.2M -40,050 -9%
BTW
16
Boston Trust Walden
Massachusetts
$27M +$621K +7,777 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$21.3M -$195K -2,446 -0.8%
SBH
18
Segall Bryant & Hamill
Illinois
$18.6M -$14.6M -182,967 -42%
Principal Financial Group
19
Principal Financial Group
Iowa
$15.4M -$1.8M -22,578 -10%
Charles Schwab
20
Charles Schwab
California
$13.9M +$1.02M +12,738 +7%
MCM
21
Monarch Capital Management
Indiana
$13.4M -$283K -3,543 -2%
Invesco
22
Invesco
Georgia
$12.2M +$9.21M +115,258 +223%
TAM
23
Timucuan Asset Management
Florida
$11.7M +$51.9K +650 +0.4%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$10.2M -$2.35M -29,381 -17%
ProShare Advisors
25
ProShare Advisors
Maryland
$9.85M -$139K -1,741 -1%

LKFN Hedge Fund Activity: Q1 2022 in Review

201 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2022, worth a combined $1.51B — down 9.2% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LKFN positions and 14 closed out — a net gain of 18 holders — while 66 added to existing stakes and 75 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $54.4M. The largest seller was Massachusetts Financial Services, cutting an estimated $36.6M.

  • 201 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2022, up from 186 in Q4 2021.
  • Funds reported $1.51B of Lakeland Financial Corp stock for Q1 2022, down 9.2% quarter-over-quarter.
  • 32 funds opened new Lakeland Financial Corp positions in Q1 2022 and 14 closed out, a net change of +18 holders.
  • The largest Lakeland Financial Corp buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $54.4M added.
  • The largest Lakeland Financial Corp seller in Q1 2022 was Massachusetts Financial Services, an estimated $36.6M sold.

Based on aggregated 13F filings for Q1 2022.