Lakeland Financial Corp
LKFN
225 hedge funds and large institutions have $1.41B invested in Lakeland Financial Corp in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 87 reducing their positions, and 13 closing their positions.
324% more call options, than puts
Call options by funds: $564K | Put options by funds: $133K
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
9% more funds holding
Funds holding: 207 → 225 (+18)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $1.45B → $1.41B (-$42.3M)
5.75% less ownership
Funds ownership: 87.45% → 81.71% (-5.7%)
22% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$38.5M |
| 2 |
BlackRock
New York
|
+$3.03M |
| 3 |
Morgan Stanley
New York
|
+$1.87M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.55M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$79.1M |
| 2 |
Goldman Sachs
New York
|
-$12.9M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$8.04M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$3.64M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$2M |
LKFN Hedge Fund Activity: Q1 2024 in Review
225 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2024, worth a combined $1.41B — down 2.9% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new LKFN positions and 13 closed out — a net gain of 18 holders — while 68 added to existing stakes and 87 trimmed.
The largest buyer was Charles Schwab, adding an estimated $38.5M. The largest seller was Neuberger Berman Group, cutting an estimated $79.1M.
- 225 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2024, up from 207 in Q4 2023.
- Funds reported $1.41B of Lakeland Financial Corp stock for Q1 2024, down 2.9% quarter-over-quarter.
- 31 funds opened new Lakeland Financial Corp positions in Q1 2024 and 13 closed out, a net change of +18 holders.
- The largest Lakeland Financial Corp buyer in Q1 2024 was Charles Schwab, an estimated $38.5M added.
- The largest Lakeland Financial Corp seller in Q1 2024 was Neuberger Berman Group, an estimated $79.1M sold.
Based on aggregated 13F filings for Q1 2024.