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Lakeland Financial Corp
LKFN

Overview Fund Activity

199 hedge funds and large institutions have $984M invested in Lakeland Financial Corp in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 85 reducing their positions, and 21 closing their positions.

Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
61
Reduced
85
Closed
21
Calls
$151K
Puts
$57K
Net Calls
+$94K
Net Calls Change
-$196K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$68.9M
2
CCM
2
Copeland Capital Management
Pennsylvania
$35M
3
SAM
3
Silvercrest Asset Management
New York
$41.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.61M
5
BlackRock
5
BlackRock
New York
$174M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$17.9M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$56.3M
3
Invesco
3
Invesco
Georgia
$2.82M
4
State Street
4
State Street
Massachusetts
$53.4M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$6.26M
Name Market Value Shares Shares
Change 		Shares
Change %
SBH
26
Segall Bryant & Hamill
Illinois
$6.63M 139,661 -30,723 -18%
Principal Financial Group
27
Principal Financial Group
Iowa
$6.5M 136,986 -7,521 -5%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$6.26M 131,797 -71,826 -35%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$5.67M 119,406 +6,644 +6%
KCM
30
Kennedy Capital Management
Missouri
$5.37M 113,114 +32,912 +41%
American Century Companies
31
American Century Companies
Missouri
$5.02M 105,703 +16,279 +18%
Bank of America
32
Bank of America
North Carolina
$4.99M 105,207 -1,880 -2%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$4.73M 99,580 +18,062 +22%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$4.29M 90,330 -463 -0.5%
First Trust Advisors
35
First Trust Advisors
Illinois
$3.84M 80,828 +17,310 +27%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$3.55M 74,796 +16,593 +29%
Legal & General Group
37
Legal & General Group
United Kingdom
$3.44M 72,480 +1,340 +2%
EAM
38
Eagle Asset Management
Florida
$3.44M 72,402 +426 +0.6%
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$3.36M 70,843 +14,357 +25%
Stifel Financial
40
Stifel Financial
Missouri
$3.25M 68,425 +7,787 +13%
RHCA
41
Rosenthal Henry Capital Advisors
Indiana
$3.02M 63,624 -4,100 -6%
Two Sigma Investments
42
Two Sigma Investments
New York
$2.97M 62,637 -2,367 -4%
Invesco
43
Invesco
Georgia
$2.82M 59,321 -75,938 -56%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.66M 55,950 -500 -0.9%
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$2.53M 53,379 +6,898 +15%
LPL Financial
46
LPL Financial
California
$2.51M 52,984 +5,667 +12%
1SB
47
1ST Source Bank
Indiana
$2.47M 51,964 -950 -2%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$2.43M 51,300 +1,200 +2%
Renaissance Technologies
49
Renaissance Technologies
New York
$2.39M 50,251 +900 +2%
ACA
50
Aptus Capital Advisors
Alabama
$2.24M 47,258 -9,613 -17%
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