Lakeland Financial Corp
LKFN
207 hedge funds and large institutions have $1.45B invested in Lakeland Financial Corp in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 79 reducing their positions, and 19 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
47% more capital invested
Capital invested by funds: $984M → $1.45B (+$465M)
5.93% more ownership
Funds ownership: 81.52% → 87.45% (+5.9%)
4% more funds holding
Funds holding: 199 → 207 (+8)
14% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$64.1M |
| 2 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$13.6M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$9.63M |
| 4 |
State Street
Boston,
Massachusetts
|
+$5.18M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$4.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$6.75M |
| 2 |
JP Morgan Chase
New York
|
-$4.06M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.94M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.9M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$2.89M |
LKFN Hedge Fund Activity: Q4 2023 in Review
207 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2023, worth a combined $1.45B — up 47% from $984M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new LKFN positions and 19 closed out — a net gain of 11 holders — while 68 added to existing stakes and 79 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $64.1M. The largest seller was Millennium Management, cutting an estimated $6.75M.
- 207 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2023, up from 199 in Q3 2023.
- Funds reported $1.45B of Lakeland Financial Corp stock for Q4 2023, up 47% quarter-over-quarter.
- 30 funds opened new Lakeland Financial Corp positions in Q4 2023 and 19 closed out, a net change of +11 holders.
- The largest Lakeland Financial Corp buyer in Q4 2023 was Neuberger Berman Group, an estimated $64.1M added.
- The largest Lakeland Financial Corp seller in Q4 2023 was Millennium Management, an estimated $6.75M sold.
Based on aggregated 13F filings for Q4 2023.