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Lakeland Financial Corp
LKFN

Overview Fund Activity

197 hedge funds and large institutions have $996M invested in Lakeland Financial Corp in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 35 closing their positions.

Holders
197
Holders Change
-17
Holders Change %
-7.94%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
77
Reduced
71
Closed
35
Calls
$339K
Puts
$49K
Net Calls
+$290K
Net Calls Change
-$148K

Top Buyers

1
NIG
1
NFJ Investment Group
Texas
$12.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$55.9M
3
SAM
3
Silvercrest Asset Management
New York
$35.8M
4
State Street
4
State Street
Massachusetts
$58.3M
5
EAM
5
Eagle Asset Management
Florida
$3.49M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
BlackRock
2
BlackRock
New York
$175M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$61.3M
4
ZCM
4
Ziegler Capital Management
Illinois
$0
5
SFC
5
SYM Financial Corp
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$7.01M 144,507 -8,426 -6%
Invesco
27
Invesco
Georgia
$6.56M 135,259 -8,564 -6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$6.3M 129,856 +122 +0.1%
Millennium Management
29
Millennium Management
New York
$5.7M 117,413 -28,452 -20%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$5.47M 112,762 +2,816 +3%
Bank of America
31
Bank of America
North Carolina
$5.2M 107,087 +49,913 +87%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$4.41M 90,793 +4,815 +6%
American Century Companies
33
American Century Companies
Missouri
$4.34M 89,424 -1,724 -2%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$3.96M 81,518 +1,259 +2%
KCM
35
Kennedy Capital Management
Missouri
$3.89M 80,202 +26,189 +48%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$3.78M 77,907 -1,976 -2%
EAM
37
Eagle Asset Management
Florida
$3.49M 71,976 +71,976 New
Legal & General Group
38
Legal & General Group
United Kingdom
$3.45M 71,140 +7,712 +12%
RHCA
39
Rosenthal Henry Capital Advisors
Indiana
$3.29M 67,724 -16,870 -20%
FMWA
40
Forvis Mazars Wealth Advisors
Missouri
$3.26M 67,257 +3,725 +6%
Two Sigma Investments
41
Two Sigma Investments
New York
$3.15M 65,004 +36,135 +125%
First Trust Advisors
42
First Trust Advisors
Illinois
$3.08M 63,518 -6,583 -9%
Stifel Financial
43
Stifel Financial
Missouri
$2.94M 60,638 -3,715 -6%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$2.82M 58,203 +41,294 +244%
ACA
45
Aptus Capital Advisors
Alabama
$2.76M 56,871 +4,817 +9%
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$2.74M 56,486 +3,737 +7%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.74M 56,450 +1,700 +3%
1SB
48
1ST Source Bank
Indiana
$2.57M 52,914 -740 -1%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$2.43M 50,100 +38,100 +318%
Renaissance Technologies
50
Renaissance Technologies
New York
$2.4M 49,351 -1,005 -2%
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