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Lakeland Financial Corp
LKFN

Overview Fund Activity

214 hedge funds and large institutions have $1.29B invested in Lakeland Financial Corp in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 84 reducing their positions, and 24 closing their positions.

Holders
214
Holders Change
-14
Holders Change %
-6.14%
% of All Funds
3.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
87
Reduced
84
Closed
24
Calls
$507K
Puts
$69K
Net Calls
+$438K
Net Calls Change
+$438K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$27.5M
2
Ameriprise
2
Ameriprise
Minnesota
$30.4M
3
BlackRock
3
BlackRock
New York
$238M
4
SFC
4
SYM Financial Corp
Indiana
$5.84M
5
State Street
5
State Street
Massachusetts
$69.6M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$22.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.38M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$284K
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$9.58M 152,933 -3,215 -2%
Millennium Management
27
Millennium Management
New York
$9.14M 145,865 -36,451 -20%
Invesco
28
Invesco
Georgia
$9.01M 143,823 -23,599 -14%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$8.13M 129,734 -659 -0.5%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$6.89M 109,946 +11,174 +11%
ZCM
31
Ziegler Capital Management
Illinois
$6.66M 106,337 +21,134 +25%
SFC
32
SYM Financial Corp
Indiana
$5.84M 93,260 +88,206 +1,745%
American Century Companies
33
American Century Companies
Missouri
$5.67M 91,148 -2,841 -3%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$5.39M 85,978 +6,421 +8%
RHCA
35
Rosenthal Henry Capital Advisors
Indiana
$5.3M 84,594 – –
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$5.03M 80,259 +11,296 +16%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$5M 79,883 +4,601 +6%
First Trust Advisors
38
First Trust Advisors
Illinois
$4.39M 70,101 -23,290 -25%
Stifel Financial
39
Stifel Financial
Missouri
$4.03M 64,353 -4,604 -7%
FMWA
40
Forvis Mazars Wealth Advisors
Missouri
$3.98M 63,532 +214 +0.3%
Legal & General Group
41
Legal & General Group
United Kingdom
$3.97M 63,428 -175 -0.3%
Bank of America
42
Bank of America
North Carolina
$3.58M 57,174 +16,259 +40%
Swiss National Bank
43
Swiss National Bank
Switzerland
$3.43M 54,750 -6,400 -10%
KCM
44
Kennedy Capital Management
Missouri
$3.38M 54,013 +54,013 New
1SB
45
1ST Source Bank
Indiana
$3.36M 53,654 – –
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$3.3M 52,749 +48,996 +1,306%
ACA
47
Aptus Capital Advisors
Alabama
$3.26M 52,054 +6,100 +13%
ECM
48
ExodusPoint Capital Management
New York
$3.26M 51,967 +12,270 +31%
Renaissance Technologies
49
Renaissance Technologies
New York
$3.15M 50,356 +31,705 +170%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$2.91M 46,482 +10,562 +29%
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