Lakeland Financial Corp
LKFN
227 hedge funds and large institutions have $1.43B invested in Lakeland Financial Corp in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 14 closing their positions.
100% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 14
4% more funds holding
Funds holding: 218 → 227 (+9)
6% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 78
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more call options, than puts
Call options by funds: $22K | Put options by funds: $22K
4% less capital invested
Capital invested by funds: $1.49B → $1.43B (-$54.2M)
3.1% less ownership
Funds ownership: 80.45% → 77.35% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$10.4M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$3.54M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$3.06M |
| 4 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$3.02M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.96M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$6.59M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$5.74M |
| 4 |
State Street
Boston,
Massachusetts
|
-$4.3M |
| 5 |
BlackRock
New York
|
-$2.96M |
LKFN Hedge Fund Activity: Q4 2022 in Review
227 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2022, worth a combined $1.43B — down 3.7% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new LKFN positions and 14 closed out — a net gain of 14 holders — while 83 added to existing stakes and 78 trimmed.
The largest buyer was Millennium Management, adding an estimated $10.4M. The largest seller was Ameriprise, cutting an estimated $9.96M.
- 227 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2022, up from 218 in Q3 2022.
- Funds reported $1.43B of Lakeland Financial Corp stock for Q4 2022, down 3.7% quarter-over-quarter.
- 28 funds opened new Lakeland Financial Corp positions in Q4 2022 and 14 closed out, a net change of +14 holders.
- The largest Lakeland Financial Corp buyer in Q4 2022 was Millennium Management, an estimated $10.4M added.
- The largest Lakeland Financial Corp seller in Q4 2022 was Ameriprise, an estimated $9.96M sold.
Based on aggregated 13F filings for Q4 2022.