Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lakeland Finl Corp (LKFN)

248 + Investors. Track Smart Money conviction in LKFN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — LKFN

Based on 250 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added LKFN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
250 hedge funds hold LKFN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

139 buying95 selling
Last quarter: 139 funds bought or added vs 95 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new LKFN position: 30 → 23 → 29 → 44. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
159 out of 250 hedge funds have held LKFN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

20 → 30 → 23 → 29 → 44 new funds/Q
New funds entering each quarter: 30 → 23 → 29 → 44. A growing number of institutions are discovering LKFN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 19% newcomers

■ 68% veterans ■ 13% 1-2yr ■ 19% new
Entry-cohort mix of 250 holders: 169 (68%) are 2+ year veterans, 33 entered 1–2 years ago, and 48 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
52 of 250 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in LKFN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LKFN

In 2026 Q2, 139 hedge funds were net buyers of LKFN (44 opened a new position, 95 added to an existing one), while 95 reduced or exited (67 trimmed, 28 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 67% of total institutional value in LKFN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 250.

Hedge Fund Ownership: LKFN

How many hedge funds hold LKFN — quarterly history vs. share price
Quarterly hedge fund ownership of LKFN vs. share price

Market Analysis: LKFN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LKFN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: LKFN
248 + Investors

Track Smart Money conviction in LKFN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 248 234 5.98%
13F Shares 21M 21M 0.25%
Total Value $1.28B $1.19B 8.02%
New Positions 44 29 +15
Increased Positions 92 77 +15
Closed Positions 30 20 +10
Reduced Positions 67 87 -20
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: LKFN

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Institutional Holders (2026 Q2)

248 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LKFN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LKFN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Neumeier Poma Investment Counsel LLC 2.10% 497,399 $30.7M
2 Monarch Capital Management Inc 2.08% 146,833 $9.1M
3 Bridge City Capital, LLC 0.59% 41,741 $2.6M
4 Nfj Investment Group, LLC 0.49% 232,747 $14.4M
5 Timucuan Asset Management Inc/Fl 0.48% 210,411 $13.0M
6 iSAM Funds (UK) Ltd 0.28% 6,500 $401K
7 MQS Management LLC 0.27% 3,579 $221K
8 Silvercrest Asset Management Group LLC 0.24% 588,817 $36.3M
9 Uncommon Cents Investing LLC 0.20% 15,266 $942K
10 Kennedy Capital Management LLC 0.17% 152,293 $9.4M
11 SYM FINANCIAL Corp 0.15% 30,711 $1.9M
12 Pathway Financial Advisers, LLC 0.14% 9,276 $573K
13 Boston Trust Walden Corp 0.14% 293,880 $18.1M
14 1st Source Bank 0.13% 47,696 $2.9M
15 Fuller & Thaler Asset Management, INC. 0.11% 679,655 $41.9M
16 Dark Forest Capital Management LP 0.10% 25,093 $1.5M
17 Neuberger Berman Group LLC 0.09% 2,175,765 $134.3M
18 Mirabella Financial Services LLP 0.09% 14,442 $891K
19 Campbell & CO Investment Adviser LLC 0.08% 23,900 $1.5M
20 Aptus Capital Advisors, LLC 0.07% 156,213 $9.6M
21 Heartland Advisors Inc 0.06% 23,248 $1.4M
22 Inceptionr LLC 0.06% 4,091 $252K
23 Kfg Wealth Management, LLC 0.05% 6,827 $421K
24 Numerai GP LLC 0.05% 9,424 $582K
25 Y-Intercept (Hong Kong) Ltd 0.04% 35,842 $2.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lakeland Finl Corp (LKFN)

What does the Smart Money Trend signal show for LKFN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added LKFN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LKFN?

Slight buying edge — 59% buying: Last quarter: 139 funds bought or added vs 95 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LKFN holders?

Elite ownership — 67% AUM from top-100 funds: 52 of 250 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in LKFN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LKFN?

64% of holders stayed for 2+ years: 159 out of 250 hedge funds have held LKFN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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