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Lakeland Financial Corp

235 hedge funds and large institutions have $1.2B invested in Lakeland Financial Corp in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $511K | Put options by funds: $258K

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

4% more funds holding

Funds holding: 227235 (+8)

1.27% more ownership

Funds ownership: 81.17%82.44% (+1.3%)

1% more capital invested

Capital invested by funds: $1.18B → $1.2B (+$12.5M)

15% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 89

Holders
235
Holders Change
+8
Holders Change %
+3.52%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
76
Reduced
89
Closed
18
Calls
$511K
Puts
$258K
Net Calls
+$253K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$10.9M +$6.32M +107,730 +131%
VFT
27
Vanguard Fiduciary Trust
Pennsylvania
$9.69M +$9.91M +168,925 New
KCM
28
Kennedy Capital Management
Missouri
$8.99M -$146K -2,491 -2%
ACA
29
Aptus Capital Advisors
Alabama
$8.91M +$91.5K +1,560 +1%
MCM
30
Monarch Capital Management
Indiana
$8.49M -$323K -5,507 -4%
Principal Financial Group
31
Principal Financial Group
Iowa
$7.06M +$64.6K +1,102 +0.9%
American Century Companies
32
American Century Companies
Missouri
$6.64M -$130K -2,216 -2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$6.6M -$98.6K -1,681 -1%
ProShare Advisors
34
ProShare Advisors
Maryland
$6.48M +$373K +6,355 +6%
Invesco
35
Invesco
Georgia
$6.21M +$160K +2,726 +3%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$6.04M +$1.68M +28,685 +37%
UBS Group
37
UBS Group
Switzerland
$5.88M +$3.77M +64,315 +169%
N
38
Nuveen
North Carolina
$5.54M +$750K +12,790 +15%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.17M +$105K +1,786 +2%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$4.76M -$351K -5,978 -7%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$4.32M +$59.4K +1,012 +1%
JP Morgan Chase
42
JP Morgan Chase
New York
$3.85M -$941K -16,042 -19%
SFC
43
SYM Financial Corp
Indiana
$3.74M +$2.69M +45,863 +237%
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$3.44M -$2.05M -34,975 -37%
AQR Capital Management
45
AQR Capital Management
Connecticut
$3.4M -$1.26M -21,410 -27%
Renaissance Technologies
46
Renaissance Technologies
New York
$3.36M -$4.2M -71,685 -55%
1SB
47
1ST Source Bank
Indiana
$3.35M +$568K +9,690 +20%
Millennium Management
48
Millennium Management
New York
$3.35M -$1.39M -23,758 -29%
Legal & General Group
49
Legal & General Group
United Kingdom
$3.25M -$378K -6,450 -10%
HF
50
HRT Financial
New York
$2.99M +$2.77M +47,267 +962%