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Lakeland Financial Corp

215 hedge funds and large institutions have $1.36B invested in Lakeland Financial Corp in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

48% more call options, than puts

Call options by funds: $206K | Put options by funds: $139K

7% more funds holding

Funds holding: 201215 (+14)

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

0.32% more ownership

Funds ownership: 80.26%80.58% (+0.32%)

10% less capital invested

Capital invested by funds: $1.51B → $1.36B (-$151M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
72
Reduced
70
Closed
15
Calls
$206K
Puts
$139K
Net Calls
+$67K
Net Calls Change
-$159K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$242M -$11.2M -157,398 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M +$2.44M +34,275 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$96.5M -$2.13M -29,909 -2%
State Street
4
State Street
Massachusetts
$80.8M -$6.48M -90,924 -7%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$72.9M +$10.2M +142,591 +15%
Victory Capital Management
6
Victory Capital Management
Texas
$60.4M +$4.72M +66,240 +8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$51.3M -$1.61M -22,632 -3%
Ameriprise
8
Ameriprise
Minnesota
$46.1M -$23.6M -330,329 -32%
Goldman Sachs
9
Goldman Sachs
New York
$39.4M -$12.4M -174,255 -23%
SAM
10
Silvercrest Asset Management
New York
$38.3M -$1.03M -14,379 -2%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$37.4M -$204K -2,859 -0.5%
CCM
12
Copeland Capital Management
Pennsylvania
$34.1M -$181K -2,541 -0.5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$29.3M -$1.32M -18,446 -4%
Northern Trust
14
Northern Trust
Illinois
$29M -$42.4K -595 -0.1%
NPIC
15
Neumeier Poma Investment Counsel
California
$25.8M -$826K -11,580 -3%
BTW
16
Boston Trust Walden
Massachusetts
$24.7M +$215K +3,021 +0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$18.2M -$1.24M -17,368 -6%
Charles Schwab
18
Charles Schwab
California
$13.1M +$483K +6,780 +4%
SBH
19
Segall Bryant & Hamill
Illinois
$13.1M -$4.17M -58,459 -23%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$12.8M +$3.82M +53,538 +38%
Principal Financial Group
21
Principal Financial Group
Iowa
$12.6M -$1.54M -21,644 -10%
MCM
22
Monarch Capital Management
Indiana
$12.1M -$78.8K -1,105 -0.6%
Morgan Stanley
23
Morgan Stanley
New York
$11M +$2.62M +36,684 +29%
TAM
24
Timucuan Asset Management
Florida
$10.7M
Invesco
25
Invesco
Georgia
$10.4M -$750K -10,512 -6%

LKFN Hedge Fund Activity: Q2 2022 in Review

215 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2022, worth a combined $1.36B — down 10% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LKFN positions and 15 closed out — a net gain of 19 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $10.2M. The largest seller was Ameriprise, cutting an estimated $23.6M.

  • 215 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2022, up from 201 in Q1 2022.
  • Funds reported $1.36B of Lakeland Financial Corp stock for Q2 2022, down 10% quarter-over-quarter.
  • 34 funds opened new Lakeland Financial Corp positions in Q2 2022 and 15 closed out, a net change of +19 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $10.2M added.
  • The largest Lakeland Financial Corp seller in Q2 2022 was Ameriprise, an estimated $23.6M sold.

Based on aggregated 13F filings for Q2 2022.