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Lakeland Financial Corp
LKFN

Overview Fund Activity

136 hedge funds and large institutions have $760M invested in Lakeland Financial Corp in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
59
Reduced
42
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$49.8M
2
SAM
Silvercrest Asset Management
New York
+$6.54M
3
BlackRock
BlackRock
New York
+$3.49M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$2.8M
5
Ameriprise
Ameriprise
Minnesota
+$2.8M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$32.9M
2
Stifel Financial
Stifel Financial
Missouri
-$6.67M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.09M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$2.92M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$5.83M +$92.5K +2,518 +2%
ZCM
27
Ziegler Capital Management
Illinois
$5.75M +$5.75M +156,472 New
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$4.54M +$40.4K +1,098 +0.9%
WC
29
Walthausen & Co
New York
$4.32M -$105K -2,845 -2%
RHCA
30
Rosenthal Henry Capital Advisors
Indiana
$4.16M – – –
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$4.07M +$900K +24,498 +28%
SCA
32
Stieven Capital Advisors
Missouri
$3.92M -$902K -24,543 -19%
1SB
33
1ST Source Bank
Indiana
$3.19M -$4.59K -125 -0.1%
Wells Fargo
34
Wells Fargo
California
$3.13M -$469K -12,755 -13%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$3.12M -$4.09M -111,248 -57%
KCM
36
Kennedy Capital Management
Missouri
$3.09M +$106K +2,881 +4%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$2.92M +$618K +16,827 +27%
Bank of America
38
Bank of America
North Carolina
$2.55M +$13.7K +374 +0.5%
Federated Hermes
39
Federated Hermes
Pennsylvania
$2.46M +$715K +19,449 +41%
WCM
40
Wedge Capital Management
North Carolina
$2.19M +$3.01K +82 +0.1%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$2.01M -$343K -9,333 -15%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$1.96M – – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.96M +$72.2K +1,963 +4%
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$1.87M -$8.23K -224 -0.4%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.83M +$22.1K +600 +1%
Citadel Advisors
46
Citadel Advisors
Florida
$1.75M +$891K +24,234 +104%
BCC
47
Bridge City Capital
Oregon
$1.7M +$203K +5,528 +14%
First Trust Advisors
48
First Trust Advisors
Illinois
$1.69M +$62.6K +1,703 +4%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.62M +$179K +4,866 +12%
CYG
50
Clean Yield Group
Vermont
$1.6M -$263K -7,165 -14%
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