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Lakeland Financial Corp

219 hedge funds and large institutions have $1.49B invested in Lakeland Financial Corp in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 66

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $1.36B → $1.49B (+$129M)

2% more funds holding

Funds holding: 215219 (+4)

0.1% less ownership

Funds ownership: 80.58%80.48% (-0.1%)

Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
89
Reduced
66
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$272M +$6.26M +84,008 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M +$2.63M +35,326 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$105M -$667K -8,950 -0.6%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$86.9M +$7.15M +95,906 +9%
State Street
5
State Street
Massachusetts
$80.5M -$8.27M -111,017 -9%
Victory Capital Management
6
Victory Capital Management
Texas
$68.2M +$1.98M +26,564 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$55.7M -$475K -6,370 -0.8%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$40.5M -$500K -6,714 -1%
SAM
9
Silvercrest Asset Management
New York
$39M -$3.06M -41,059 -7%
Goldman Sachs
10
Goldman Sachs
New York
$38.4M -$4.9M -65,713 -11%
CCM
11
Copeland Capital Management
Pennsylvania
$37.9M +$575K +7,714 +2%
Ameriprise
12
Ameriprise
Minnesota
$36M -$14.9M -199,814 -29%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$32.8M +$696K +9,344 +2%
Northern Trust
14
Northern Trust
Illinois
$32.2M +$359K +4,816 +1%
BTW
15
Boston Trust Walden
Massachusetts
$27.9M +$832K +11,168 +3%
NPIC
16
Neumeier Poma Investment Counsel
California
$23.8M -$4.59M -61,525 -16%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$20.4M +$392K +5,266 +2%
SBH
18
Segall Bryant & Hamill
Illinois
$17.8M +$3.58M +48,024 +24%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$17.6M +$3.62M +48,533 +25%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$16.9M +$10.6M +142,720 +159%
Charles Schwab
21
Charles Schwab
California
$15.5M +$1.15M +15,415 +8%
MCM
22
Monarch Capital Management
Indiana
$12.9M -$440K -5,901 -3%
Morgan Stanley
23
Morgan Stanley
New York
$12.6M +$598K +8,022 +5%
Wells Fargo
24
Wells Fargo
California
$12.4M +$3.7M +49,640 +41%
Invesco
25
Invesco
Georgia
$12.3M +$955K +12,811 +8%

LKFN Hedge Fund Activity: Q3 2022 in Review

219 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2022, worth a combined $1.49B — up 9.5% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LKFN positions and 20 closed out — a net gain of 6 holders — while 89 added to existing stakes and 66 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $10.6M. The largest seller was Ameriprise, cutting an estimated $14.9M.

  • 219 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2022, up from 215 in Q2 2022.
  • Funds reported $1.49B of Lakeland Financial Corp stock for Q3 2022, up 9.5% quarter-over-quarter.
  • 26 funds opened new Lakeland Financial Corp positions in Q3 2022 and 20 closed out, a net change of +6 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2022 was Natixis Advisors, an estimated $10.6M added.
  • The largest Lakeland Financial Corp seller in Q3 2022 was Ameriprise, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2022.