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Lakeland Financial Corp
LKFN

Overview Fund Activity

179 hedge funds and large institutions have $1.48B invested in Lakeland Financial Corp in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 19 closing their positions.

Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
67
Reduced
52
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$262M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M
3
State Street
3
State Street
Massachusetts
$77.3M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$15M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$22.9M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
SAM
2
Silvercrest Asset Management
New York
$49.7M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$38M
5
SBH
5
Segall Bryant & Hamill
Illinois
$39.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ZCM
26
Ziegler Capital Management
Illinois
$9.38M 131,679 +82,539 +168%
Morgan Stanley
27
Morgan Stanley
New York
$6.65M 93,286 +72,920 +358%
RHCA
28
Rosenthal Henry Capital Advisors
Indiana
$6.53M 91,600 – –
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$6.44M 99,736 -28,419 -22%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$5.66M 79,465 +35,931 +83%
UBS Group
31
UBS Group
Switzerland
$5.27M 73,997 +52,108 +238%
FF
32
FourThought Financial
Florida
$5.08M 71,280 -887 -1%
Bank of America
33
Bank of America
North Carolina
$4.89M 68,636 +36,225 +112%
First Trust Advisors
34
First Trust Advisors
Illinois
$4.87M 68,385 -36,100 -35%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$4.5M 63,200 -5,000 -7%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$4.5M 63,404 +63,404 New
FMWA
37
Forvis Mazars Wealth Advisors
Missouri
$4.47M 62,795 +155 +0.2%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.29M 60,219 +2,347 +4%
Legal & General Group
39
Legal & General Group
United Kingdom
$4.26M 59,776 +54,129 +959%
Swiss National Bank
40
Swiss National Bank
Switzerland
$3.97M 55,750 – –
1SB
41
1ST Source Bank
Indiana
$3.83M 53,694 – –
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.64M 51,130 +51,130 New
Invesco
43
Invesco
Georgia
$3.5M 49,161 +21,151 +76%
American Century Companies
44
American Century Companies
Missouri
$3.37M 47,249 +6,399 +16%
PPA
45
Parametric Portfolio Associates
Washington
$3.3M 46,297 +12,258 +36%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$3.18M 44,566 -3,351 -7%
Skandinaviska Enskilda Banken (SEB)
47
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.12M 43,800 +43,800 New
Comerica Bank
48
Comerica Bank
Texas
$2.82M 36,118 +21,605 +149%
Barclays
49
Barclays
United Kingdom
$2.69M 37,743 +1,827 +5%
WCM
50
Wedge Capital Management
North Carolina
$2.59M 36,282 -3,350 -8%
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