Lakeland Financial Corp
LKFN
197 hedge funds and large institutions have $996M invested in Lakeland Financial Corp in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 35 closing their positions.
592% more call options, than puts
Call options by funds: $339K | Put options by funds: $49K
8% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 71
0.03% less ownership
Funds ownership: 80.73% → 80.71% (-0.03%)
8% less capital inflows, than outflows
Capital inflows: $83.1M | Capital outflows: $90.5M
8% less funds holding
Funds holding: 214 → 197 (-17)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
46% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFJ Investment Group
Dallas,
Texas
|
+$13.6M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$12.5M |
| 3 |
Silvercrest Asset Management
New York
|
+$12.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$4.72M |
| 5 |
Eagle Asset Management
St Petersburg,
Florida
|
+$3.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$22.3M |
| 2 |
BlackRock
New York
|
-$10.5M |
| 3 |
Neuberger Berman Group
New York
|
-$7.33M |
| 4 |
Ziegler Capital Management
Chicago,
Illinois
|
-$6.66M |
| 5 |
SYM Financial Corp
Winona Lake,
Indiana
|
-$5.84M |
LKFN Hedge Fund Activity: Q2 2023 in Review
197 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2023, worth a combined $996M — down 23% from $1.29B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of LKFN and 19 opened new positions — a net loss of 16 holders — while 71 trimmed existing stakes and 77 added.
The largest buyer was NFJ Investment Group, opening a new position worth an estimated $13.6M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $22.3M sold.
- 197 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2023, down from 214 in Q1 2023.
- Funds reported $996M of Lakeland Financial Corp stock for Q2 2023, down 23% quarter-over-quarter.
- 19 funds opened new Lakeland Financial Corp positions in Q2 2023 and 35 closed out, a net change of -16 holders.
- The largest Lakeland Financial Corp buyer in Q2 2023 was NFJ Investment Group, an estimated $13.6M added.
- The largest Lakeland Financial Corp seller in Q2 2023 was Loomis, Sayles & Company, an estimated $22.3M sold.
Based on aggregated 13F filings for Q2 2023.