Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lakeland Finl Corp (LKFN)

231 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — LKFN

Based on 233 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (95% of max)

95% of all-time peak
233 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.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold LKFN compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

106 buying107 selling
Last quarter: 106 funds bought or added vs 107 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new LKFN position: 19 → 30 → 23 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
161 out of 233 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 — ~29 new funds/quarter

39 → 19 → 30 → 23 → 29 new funds/Q
New funds entering each quarter: 19 → 30 → 23 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 15% newcomers

■ 71% veterans ■ 14% 1-2yr ■ 15% new
Entry-cohort mix of 235 holders: 167 (71%) are 2+ year veterans, 32 entered 1–2 years ago, and 36 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
47 of 233 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 Q1, 106 hedge funds were net buyers of LKFN (29 opened a new position, 77 added to an existing one), while 107 reduced or exited (87 trimmed, 20 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 44% of total institutional value in LKFN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 233.

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.

Is It Too Late to Buy Lakeland Finl Corp (LKFN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LKFN has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
LKFN
+4.8%
XLF
+9.5%

LKFN outperformed XLF by -4.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
LKFN
+3.3%
XLF
+5.8%

Since the filing became public, LKFN outperformed XLF by -2.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 1 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: LKFN
231 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 231 224 3.12%
13F Shares 21M 21M 0.75%
Total Value $1.19B $1.18B 0.61%
New Positions 28 23 +5
Increased Positions 77 66 +11
Closed Positions 21 38 -17
Reduced Positions 86 102 -16
Total Calls 1 0 100%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: LKFN

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Institutional Holders (2026 Q1)

231 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rosenthal | Henry Capital Advisors, Inc. 2.41% 42,854 $2.5M
2 Neumeier Poma Investment Counsel LLC 2.26% 478,164 $27.4M
3 Monarch Capital Management Inc 2.08% 147,958 $8.5M
4 Nfj Investment Group, LLC 0.99% 453,232 $26.0M
5 Copeland Capital Management, LLC 0.77% 606,364 $34.8M
6 Bridge City Capital, LLC 0.49% 30,520 $1.8M
7 Timucuan Asset Management Inc/Fl 0.44% 210,411 $12.1M
8 SYM FINANCIAL Corp 0.37% 65,175 $3.7M
9 Silvercrest Asset Management Group LLC 0.26% 636,117 $36.5M
10 Uncommon Cents Investing LLC 0.20% 15,266 $876K
11 Kennedy Capital Management LLC 0.19% 156,745 $9.0M
12 1st Source Bank 0.17% 58,434 $3.4M
13 Fi3 FINANCIAL ADVISORS, LLC 0.16% 9,682 $556K
14 Pathway Financial Advisers, LLC 0.15% 9,276 $532K
15 Boston Trust Walden Corp 0.14% 303,942 $17.4M
16 AlphaQuest LLC 0.10% 32,545 $1.9M
17 Neuberger Berman Group LLC 0.09% 2,165,397 $124.3M
18 Odyssean, LLC 0.09% 4,186 $240K
19 Aptus Capital Advisors, LLC 0.07% 155,267 $8.9M
20 Heartland Advisors Inc 0.07% 23,501 $1.3M
21 Fuller & Thaler Asset Management, INC. 0.06% 328,082 $18.8M
22 Kfg Wealth Management, LLC 0.05% 6,827 $392K
23 WINTON GROUP Ltd 0.04% 21,165 $1.2M
24 Inspire Investing, LLC 0.04% 8,955 $514K
25 Quantbot Technologies LP 0.04% 17,827 $1.0M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 50% buying: Last quarter: 106 funds bought or added vs 107 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 — 44% AUM from top-100 funds: 47 of 233 holders are among the 100 largest funds by AUM, controlling 44% 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?

69% of holders stayed for 2+ years: 161 out of 233 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.

Is it too late to buy Lakeland Finl Corp (LKFN) following the 2026 Q1 hedge fund 13F filings?

As of today, LKFN has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -2.5%. Since the quarter end (March 31, 2026), LKFN has gained +4.8% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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