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Lakeland Financial Corp
LKFN

Overview Fund Activity

144 hedge funds and large institutions have $965M invested in Lakeland Financial Corp in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
63
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$56.3M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$53M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.42M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$9.68M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$61.2M

Top Sellers

1
SBH
1
Segall Bryant & Hamill
Illinois
$19.2M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$3.74M
3
Millennium Management
3
Millennium Management
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWM
26
Motley Fool Wealth Management
Virginia
$8.88M -$91.6K -1,873 -1%
Charles Schwab
27
Charles Schwab
California
$7.64M +$167K +3,414 +2%
TAM
28
Timucuan Asset Management
Florida
$7.6M – – –
SCA
29
Stieven Capital Advisors
Missouri
$6.42M +$4.89K +100 +0.1%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$5.99M -$761K -15,549 -11%
WC
31
Walthausen & Co
New York
$5.9M +$494K +10,100 +9%
RHCA
32
Rosenthal Henry Capital Advisors
Indiana
$5.54M – – –
Wells Fargo
33
Wells Fargo
California
$4.79M +$266K +5,441 +6%
1SB
34
1ST Source Bank
Indiana
$4.25M -$21.1K -431 -0.5%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$4.22M +$489K +9,990 +13%
KCM
36
Kennedy Capital Management
Missouri
$3.97M -$80.7K -1,650 -2%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$3.74M -$3.61M -73,844 -49%
Bank of America
38
Bank of America
North Carolina
$3.38M -$186K -3,803 -5%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$3.14M +$369K +7,533 +13%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$3.06M +$38.3K +783 +1%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$2.92M +$41.7K +851 +1%
WCM
42
Wedge Capital Management
North Carolina
$2.92M -$16.7K -341 -0.6%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$2.51M +$19.5K +398 +0.8%
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$2.5M +$23K +470 +0.9%
CYG
45
Clean Yield Group
Vermont
$2.48M -$107K -2,180 -4%
Morgan Stanley
46
Morgan Stanley
New York
$2.42M +$1.81M +36,979 +299%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.4M +$53.8K +1,100 +2%
PPA
48
Parametric Portfolio Associates
Washington
$2.38M +$347K +7,084 +17%
Federated Hermes
49
Federated Hermes
Pennsylvania
$2.33M -$756K -15,444 -25%
First Trust Advisors
50
First Trust Advisors
Illinois
$2.16M -$904K -18,469 -29%
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