LKFN icon

Lakeland Financial Corp
LKFN

Overview Fund Activity

207 hedge funds and large institutions have $1.39B invested in Lakeland Financial Corp in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 80 reducing their positions, and 19 closing their positions.

Holders
207
Holders Change
+8
Holders Change %
+4.02%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
67
Reduced
80
Closed
19
Calls
$1.5M
Puts
–
Net Calls
+$1.5M
Net Calls Change
+$1.41M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29M
2
NPIC
2
Neumeier Poma Investment Counsel
California
$35.7M
3
Victory Capital Management
3
Victory Capital Management
Texas
$106M
4
State Street
4
State Street
Massachusetts
$79.5M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$14.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.47M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.98M
3
Ameriprise
3
Ameriprise
Minnesota
$24.1M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.19M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$62.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
26
Eagle Asset Management
Florida
$9.48M 145,447 +73,045 +101%
SBH
27
Segall Bryant & Hamill
Illinois
$8.97M 137,667 -1,994 -1%
Principal Financial Group
28
Principal Financial Group
Iowa
$8.63M 132,470 -4,516 -3%
Bank of America
29
Bank of America
North Carolina
$7.72M 118,437 +13,230 +13%
First Trust Advisors
30
First Trust Advisors
Illinois
$7.5M 115,128 +34,300 +42%
American Century Companies
31
American Century Companies
Missouri
$7.46M 114,434 +8,731 +8%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$6.53M 100,249 +669 +0.7%
KCM
33
Kennedy Capital Management
Missouri
$6.11M 93,787 -19,327 -17%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$5.99M 91,900 +1,570 +2%
Legal & General Group
35
Legal & General Group
United Kingdom
$4.67M 71,685 -795 -1%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$4.46M 68,504 -6,292 -8%
Invesco
37
Invesco
Georgia
$4.42M 67,798 +8,477 +14%
Stifel Financial
38
Stifel Financial
Missouri
$4.37M 67,001 -1,424 -2%
RHCA
39
Rosenthal Henry Capital Advisors
Indiana
$3.91M 59,939 -3,685 -6%
Barclays
40
Barclays
United Kingdom
$3.57M 54,723 +16,397 +43%
LPL Financial
41
LPL Financial
California
$3.52M 54,029 +1,045 +2%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.44M 52,780 +21,345 +68%
1SB
43
1ST Source Bank
Indiana
$3.27M 50,254 -1,710 -3%
Swiss National Bank
44
Swiss National Bank
Switzerland
$3.27M 50,150 -5,800 -10%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$3.22M 49,358 +4,173 +9%
ACA
46
Aptus Capital Advisors
Alabama
$3.04M 46,713 -545 -1%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$3.02M 46,055 +46,055 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$2.98M 45,712 -73,694 -62%
RJA
49
Raymond James & Associates
Florida
$2.62M 40,160 +698 +2%
CS
50
Credit Suisse
Switzerland
$2.54M 39,029 +15,054 +63%
1
2
3 4 5