LKFN icon

Lakeland Financial Corp
LKFN

Overview Fund Activity

165 hedge funds and large institutions have $1.32B invested in Lakeland Financial Corp in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 64 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+20
Holders Change %
+13.79%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
49
Reduced
64
Closed
5
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$111M
2
BlackRock
2
BlackRock
New York
$134M
3
Ameriprise
3
Ameriprise
Minnesota
$58.1M
4
State Street
4
State Street
Massachusetts
$46.5M
5
ZCM
5
Ziegler Capital Management
Illinois
$9.32M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$54.9M
2
Charles Schwab
2
Charles Schwab
California
$11.9M
3
Northern Trust
3
Northern Trust
Illinois
$31.3M
4
SAM
4
Silvercrest Asset Management
New York
$74.8M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
26
Fuller & Thaler Asset Management
California
$6.95M -$7.99M -115,470 -53%
MPAM
27
Monarch Partners Asset Management
Massachusetts
$6.71M +$1.03M +14,817 +18%
RHCA
28
Rosenthal Henry Capital Advisors
Indiana
$6.34M +$104K +1,500 +2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$5.58M +$34.5K +499 +0.6%
First Trust Advisors
30
First Trust Advisors
Illinois
$5.27M +$1.26M +18,193 +31%
FF
31
FourThought Financial
Florida
$4.93M – – –
Renaissance Technologies
32
Renaissance Technologies
New York
$4.82M -$4.41M -63,800 -48%
WC
33
Walthausen & Co
New York
$4.58M -$531K -7,670 -10%
Wells Fargo
34
Wells Fargo
California
$4.56M -$1.38M -19,926 -23%
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$4.32M +$12K +173 +0.3%
Bank of America
36
Bank of America
North Carolina
$4.25M +$1.06M +15,315 +33%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$4.21M +$132K +1,912 +3%
Swiss National Bank
38
Swiss National Bank
Switzerland
$4.07M +$34.6K +500 +0.9%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$3.8M +$79.4K +1,148 +2%
KCM
40
Kennedy Capital Management
Missouri
$3.79M -$209K -3,017 -5%
1SB
41
1ST Source Bank
Indiana
$3.72M -$51.9K -750 -1%
Barclays
42
Barclays
United Kingdom
$3.55M +$1.83M +26,386 +106%
Citadel Advisors
43
Citadel Advisors
Florida
$3.43M -$194K -2,811 -5%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$3.3M – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$3.29M -$632K -9,130 -16%
WCM
46
Wedge Capital Management
North Carolina
$3.28M -$539K -7,794 -14%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$3.08M -$709K -10,248 -19%
Morgan Stanley
48
Morgan Stanley
New York
$2.98M -$435K -6,284 -13%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$2.92M +$1.52M +21,944 +108%
EGI
50
EAM Global Investors
California
$2.63M +$2.63M +37,975 New
1
2
3 4 5