Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LAKELAND FINL CORP (LKFN)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -12
Streak
1Q ▼
Buyers last Q
40%

Smart Money Signals — LKFN

Based on 211 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their LKFN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
211 funds currently hold this stock — 91% of the 3.0-year high of 232 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold LKFN compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

86 buying131 selling
Last quarter: 131 funds reduced or exited vs 86 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 36 → 18 → 27 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 19% medium 10% new
148 out of 211 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.
➡️

Steady discovery — ~23 new funds/quarter

24 → 36 → 18 → 27 → 23 new funds/Q
New funds entering each quarter: 36 → 18 → 27 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 75% of holders stayed 2+ years

75% veterans 12% 1-2yr 13% new
Of 212 current holders: 158 (75%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
34 of 211 holders are among the 100 largest funds by AUM, controlling 42% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 0 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: LKFN
2026 Q1 Stats Unlock in 16 days 212 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 212 224 -5.36%
13F Shares 20M 21M -2.14%
Total Value $1.16B $1.33B -13.04%
New Positions 23 27 -4
Increased Positions 63 63 -
Closed Positions 35 25 +10
Reduced Positions 98 96 +2
Total Calls 0 0 -
Total Puts 1 1 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LKFN

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

212 + investors

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

Top 25 institutional holders of LKFN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rosenthal | Henry Capital Advisors, Inc. 2.41% 42,854 $2.5M
2 MONARCH CAPITAL MANAGEMENT INC 2.08% 147,958 $8.5M
3 Uncommon Cents Investing LLC 0.20% 15,266 $876K
4 Pathway Financial Advisers, LLC 0.15% 9,276 $532K
5 Boston Trust Walden Corp 0.14% 303,942 $17.4M
6 AlphaQuest LLC 0.10% 32,545 $1.9M
7 KFG WEALTH MANAGEMENT, LLC 0.05% 6,827 $392K
8 Inspire Investing, LLC 0.04% 8,955 $514K
9 PERSONAL CFO SOLUTIONS, LLC 0.03% 3,859 $221K
10 Forvis Mazars Wealth Advisors, LLC 0.01% 11,722 $673K
11 Louisiana State Employees Retirement System 0.01% 11,200
12 SUMMIT SECURITIES GROUP LLC 0.01% 1,500 $86K
13 CX Institutional 0.01% 6,052
14 ProShare Advisors LLC 0.01% 112,869 $6.5M
15 State of Alaska, Department of Revenue 0.01% 13,471
16 FIRST MERCHANTS CORP 0.01% 3,500 $201K
17 Indiana Trust & Investment Management Co 0.01% 400 $23K
18 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 6,738 $387K
19 Retirement Wealth Solutions LLC 0.00% 123 $7K
20 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.00% 5,738 $329K
21 GAMMA Investing LLC 0.00% 1,439 $83K
22 SAPIENT CAPITAL LLC 0.00% 3,950 $227K
23 Police & Firemen's Retirement System of New Jersey 0.00% 6,474 $371K
24 THRIVENT FINANCIAL FOR LUTHERANS 0.00% 22,708 $1K
25 Arizona State Retirement System 0.00% 7,012 $402K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LKFN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LKFN?

More sellers than buyers — 40% buying: Last quarter: 131 funds reduced or exited vs 86 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LKFN holders?

Elite ownership — 42% AUM from top-100 funds: 34 of 211 holders are among the 100 largest funds by AUM, controlling 42% 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?

70% of holders stayed for 2+ years: 148 out of 211 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.