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Lakeland Financial Corp
LKFN

Overview Fund Activity

120 hedge funds and large institutions have $422M invested in Lakeland Financial Corp in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
3.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
34
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$60.5M
2
SFM
2
Systematic Financial Management
New Jersey
$2.07M
3
GT
3
Glenmede Trust
Pennsylvania
$10.9M
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.3M

Top Sellers

1
CM
1
CS McKee
Pennsylvania
$15.8M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$13M
4
American Century Companies
4
American Century Companies
Missouri
$11M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kennedy Capital Management
Missouri
$3.14M -$146K -5,609 -4%
Wells Fargo
27
Wells Fargo
California
$2.85M -$5.62K -216 -0.2%
NFA
28
Nationwide Fund Advisors
Ohio
$2.47M -$387K -14,874 -14%
MCM
29
McKinley Capital Management
Alaska
$2.43M -$3.82K -147 -0.2%
DVM
30
Dreman Value Management
Florida
$2.42M +$302K +11,587 +14%
RHJA
31
Rice Hall James & Associates
California
$2.18M -$105K -4,050 -5%
BIM
32
BlackRock Investment Management
Delaware
$2.17M -$80.7K -3,104 -4%
CIC
33
Cornercap Investment Counsel
Georgia
$2.17M -$159K -6,120 -7%
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.1M +$1.05M +41,344 +100%
SFM
35
Systematic Financial Management
New Jersey
$2.07M +$2.07M +79,613 New
GC
36
Guggenheim Capital
Illinois
$2.06M +$556K +21,395 +37%
Prudential Financial
37
Prudential Financial
New Jersey
$1.96M -$78K -3,000 -4%
1SB
38
1ST Source Bank
Indiana
$1.72M +$74.7K +2,872 +5%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$1.66M +$196K +7,557 +13%
RP
40
Reinhart Partners
Wisconsin
$1.66M -$1.02M -39,165 -38%
Invesco
41
Invesco
Georgia
$1.64M +$15K +576 +0.9%
Charles Schwab
42
Charles Schwab
California
$1.61M +$56.2K +2,160 +4%
Macquarie Group
43
Macquarie Group
Australia
$1.56M – – –
BFC
44
Banc Funds Company
Illinois
$1.53M -$2.27M -87,300 -60%
NI
45
Numeric Investors
Massachusetts
$1.51M +$511K +19,656 +51%
PPA
46
Parametric Portfolio Associates
Washington
$1.39M +$41.6K +1,599 +3%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$1.38M – – –
Morgan Stanley
48
Morgan Stanley
New York
$1.21M -$601K -23,132 -33%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.16M +$7.8K +300 +0.7%
RFC
50
Regions Financial Corp
Alabama
$1.11M -$57.5K -2,210 -5%
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