Lakeland Financial Corp
LKFN
214 hedge funds and large institutions have $1.29B invested in Lakeland Financial Corp in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 84 reducing their positions, and 24 closing their positions.
635% more call options, than puts
Call options by funds: $507K | Put options by funds: $69K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
4% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 84
0.37% more ownership
Funds ownership: 80.37% → 80.73% (+0.37%)
6% less funds holding
Funds holding: 228 → 214 (-14)
10% less capital invested
Capital invested by funds: $1.43B → $1.29B (-$145M)
50% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$13M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.46M |
| 3 |
BlackRock
New York
|
+$7.4M |
| 4 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
+$6.15M |
| 5 |
State Street
Boston,
Massachusetts
|
+$4.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$13M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.6M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$4.47M |
| 4 |
Goldman Sachs
New York
|
-$3.51M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$3.37M |
LKFN Hedge Fund Activity: Q1 2023 in Review
214 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2023, worth a combined $1.29B — down 10% from $1.43B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of LKFN and 12 opened new positions — a net loss of 12 holders — while 84 trimmed existing stakes and 87 added.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $13M. The largest seller was Loomis, Sayles & Company, cutting an estimated $13M.
- 214 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2023, down from 228 in Q4 2022.
- Funds reported $1.29B of Lakeland Financial Corp stock for Q1 2023, down 10% quarter-over-quarter.
- 12 funds opened new Lakeland Financial Corp positions in Q1 2023 and 24 closed out, a net change of -12 holders.
- The largest Lakeland Financial Corp buyer in Q1 2023 was Fuller & Thaler Asset Management, an estimated $13M added.
- The largest Lakeland Financial Corp seller in Q1 2023 was Loomis, Sayles & Company, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2023.