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Lakeland Financial Corp
LKFN

Overview Fund Activity

139 hedge funds and large institutions have $789M invested in Lakeland Financial Corp in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+6
Holders Change %
+4.51%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
43
Reduced
50
Closed
14
Calls
$317K
Puts
$90K
Net Calls
+$227K
Net Calls Change
+$227K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$28M
2
SBH
2
Segall Bryant & Hamill
Illinois
$26M
3
CCM
3
Copeland Capital Management
Pennsylvania
$20.8M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.56M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.04M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$36.1M
2
Franklin Resources
2
Franklin Resources
California
$56.5M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$12.2M
4
BlackRock
4
BlackRock
New York
$72.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$5.91M +$518K +12,574 +10%
Macquarie Group
27
Macquarie Group
Australia
$5.88M +$573K +13,916 +11%
ZCM
28
Ziegler Capital Management
Illinois
$5.73M -$242K -5,881 -4%
RHCA
29
Rosenthal Henry Capital Advisors
Indiana
$4.12M – – –
Wells Fargo
30
Wells Fargo
California
$3.93M -$259K -6,293 -6%
WC
31
Walthausen & Co
New York
$3.83M -$468K -11,360 -11%
1SB
32
1ST Source Bank
Indiana
$3.56M – – –
KCM
33
Kennedy Capital Management
Missouri
$3.49M +$11K +267 +0.3%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$3.33M -$90.6K -2,200 -3%
First Trust Advisors
35
First Trust Advisors
Illinois
$3.04M +$1.24M +30,199 +69%
WCM
36
Wedge Capital Management
North Carolina
$2.69M +$52.3K +1,269 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.56M +$2.56M +62,132 New
Swiss National Bank
38
Swiss National Bank
Switzerland
$2.4M +$37.1K +900 +2%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$2.3M +$90.6K +2,200 +4%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$2.29M -$262K -6,362 -10%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.17M +$69.5K +1,687 +3%
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$2.11M +$8.36K +203 +0.4%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1.96M – – –
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$1.85M -$1.43M -34,664 -44%
Bank of America
45
Bank of America
North Carolina
$1.76M -$1.32M -32,148 -43%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.54M +$34K +826 +2%
BCC
47
Bridge City Capital
Oregon
$1.51M -$145K -3,521 -9%
AllianceBernstein
48
AllianceBernstein
Tennessee
$1.35M – – –
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$1.35M -$173K -4,200 -11%
PPA
50
Parametric Portfolio Associates
Washington
$1.34M -$16.6K -404 -1%
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