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Lakeland Financial Corp
LKFN

Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in Lakeland Financial Corp in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+18
Holders Change %
+8.7%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
67
Reduced
88
Closed
13
Calls
$564K
Puts
$133K
Net Calls
+$431K
Net Calls Change
-$1.07M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$57M
2
BlackRock
2
BlackRock
New York
$249M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.4M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$38.3M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$1.73M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.7M
3
SAM
3
Silvercrest Asset Management
New York
$49.9M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$19.3M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
26
Segall Bryant & Hamill
Illinois
$8.93M -$196K -2,953 -2%
Principal Financial Group
27
Principal Financial Group
Iowa
$8.75M -$32.7K -493 -0.4%
EAM
28
Eagle Asset Management
Florida
$8.41M -$982K -15,214 -10%
American Century Companies
29
American Century Companies
Missouri
$8.38M +$796K +11,997 +10%
Bank of America
30
Bank of America
North Carolina
$7.03M -$827K -12,471 -11%
First Trust Advisors
31
First Trust Advisors
Illinois
$6.43M -$1.2M -18,118 -16%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$5.8M -$293K -4,414 -5%
KCM
33
Kennedy Capital Management
Missouri
$5.74M -$484K -7,304 -8%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$5.2M -$1.45M -21,815 -22%
Legal & General Group
35
Legal & General Group
United Kingdom
$4.78M +$28.1K +424 +0.6%
Stifel Financial
36
Stifel Financial
Missouri
$4.77M +$326K +4,917 +7%
Invesco
37
Invesco
Georgia
$4.62M +$124K +1,867 +3%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$3.97M -$575K -8,671 -13%
LPL Financial
39
LPL Financial
California
$3.79M +$209K +3,158 +6%
ACA
40
Aptus Capital Advisors
Alabama
$3.47M +$367K +5,536 +12%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.46M -$43.1K -650 -1%
Swiss National Bank
42
Swiss National Bank
Switzerland
$3.33M – – –
1SB
43
1ST Source Bank
Indiana
$3.29M -$43.1K -650 -1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$3.21M -$65.1K -982 -2%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$3.13M +$96.8K +1,460 +3%
RHCA
46
Rosenthal Henry Capital Advisors
Indiana
$2.98M -$995K -15,009 -25%
RJA
47
Raymond James & Associates
Florida
$2.8M +$138K +2,084 +5%
CS
48
Credit Suisse
Switzerland
$2.74M +$153K +2,300 +6%
Barclays
49
Barclays
United Kingdom
$2.53M -$1.1M -16,553 -30%
Prudential Financial
50
Prudential Financial
New Jersey
$2.38M +$55.4K +835 +2%
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