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Lakeland Financial Corp
LKFN

Overview Fund Activity

133 hedge funds and large institutions have $922M invested in Lakeland Financial Corp in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 20 closing their positions.

Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
44
Reduced
54
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$49.2M
2
Charles Schwab
2
Charles Schwab
California
$16.2M
3
Macquarie Group
3
Macquarie Group
Australia
$6M
4
NPIC
4
Neumeier Poma Investment Counsel
California
$15.9M
5
State Street
5
State Street
Massachusetts
$28.1M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$58.7M
2
Franklin Resources
2
Franklin Resources
California
$74.3M
3
MFWM
3
Motley Fool Wealth Management
Virginia
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.12M
5
Ameriprise
5
Ameriprise
Minnesota
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
ZCM
26
Ziegler Capital Management
Illinois
$6.76M 145,026 -11,446 -7%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$6.1M 130,933 +7,341 +6%
Macquarie Group
28
Macquarie Group
Australia
$6M 128,734 +128,734 New
WC
29
Walthausen & Co
New York
$4.86M 104,236 -13,425 -11%
Wells Fargo
30
Wells Fargo
California
$4.73M 101,549 +16,342 +19%
RHCA
31
Rosenthal Henry Capital Advisors
Indiana
$4.66M 100,000 -13,130 -12%
1SB
32
1ST Source Bank
Indiana
$4.03M 86,444 -265 -0.3%
KCM
33
Kennedy Capital Management
Missouri
$3.94M 84,545 +570 +0.7%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$3.87M 83,100 -1,735 -2%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$3.7M 79,481 – –
Bank of America
36
Bank of America
North Carolina
$3.48M 74,759 +5,362 +8%
SCA
37
Stieven Capital Advisors
Missouri
$3.25M 69,791 -36,773 -35%
WCM
38
Wedge Capital Management
North Carolina
$2.98M 63,943 +4,243 +7%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$2.88M 61,862 +8,622 +16%
Swiss National Bank
40
Swiss National Bank
Switzerland
$2.67M 57,350 +7,700 +16%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$2.5M 53,658 -1,125 -2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.38M 51,021 +6,841 +15%
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$2.37M 50,960 +91 +0.2%
First Trust Advisors
44
First Trust Advisors
Illinois
$2.03M 43,641 -2,261 -5%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.96M 31,756 – –
BCC
46
Bridge City Capital
Oregon
$1.87M 40,063 -6,144 -13%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$1.72M 36,908 +2,200 +6%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.71M 36,589 -632 -2%
Barclays
49
Barclays
United Kingdom
$1.69M 36,213 +5,305 +17%
PPA
50
Parametric Portfolio Associates
Washington
$1.53M 32,873 -4,496 -12%
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