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Lakeland Financial Corp
LKFN

Overview Fund Activity

231 hedge funds and large institutions have $1.49B invested in Lakeland Financial Corp in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 28 closing their positions.

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
73
Reduced
79
Closed
28
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
-$168K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$86.7M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$10.6M
3
State Street
3
State Street
Massachusetts
$95.6M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$21.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$133M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$37M
2
Victory Capital Management
2
Victory Capital Management
Texas
$92.6M
3
Millennium Management
3
Millennium Management
New York
$3.2M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$6.37M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$9.25M 134,495 +76,562 +132%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$9.03M 131,337 +48,909 +59%
Bank of America
28
Bank of America
North Carolina
$8.95M 130,162 -1,792 -1%
American Century Companies
29
American Century Companies
Missouri
$8.73M 126,892 +586 +0.5%
Principal Financial Group
30
Principal Financial Group
Iowa
$8.51M 123,692 +3,416 +3%
SBH
31
Segall Bryant & Hamill
Illinois
$7.55M 109,757 -771 -0.7%
ACA
32
Aptus Capital Advisors
Alabama
$7.38M 107,263 +31,845 +42%
Wells Fargo
33
Wells Fargo
California
$6.76M 98,365 -23,868 -20%
KCM
34
Kennedy Capital Management
Missouri
$6.52M 94,763 -678 -0.7%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$6.37M 92,669 -46,112 -33%
Invesco
36
Invesco
Georgia
$6.06M 88,184 +3,268 +4%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$5.73M 83,280 -19 -0%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$5.66M 82,360 +13,838 +20%
Legal & General Group
39
Legal & General Group
United Kingdom
$4.87M 70,760 -7 -0%
FMWA
40
Forvis Mazars Wealth Advisors
Missouri
$4.74M 68,875 +255 +0.4%
LPL Financial
41
LPL Financial
California
$4.53M 65,825 +4,044 +7%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.37M 63,551 +9,410 +17%
Stifel Financial
43
Stifel Financial
Missouri
$4.29M 62,377 -3,918 -6%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$4.01M 58,301 -2,593 -4%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$3.7M 53,807 +3,786 +8%
Barclays
46
Barclays
United Kingdom
$3.57M 51,980 +1,020 +2%
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.45M 50,150 +300 +0.6%
1SB
48
1ST Source Bank
Indiana
$3.35M 48,744 – –
Citadel Advisors
49
Citadel Advisors
Florida
$3.35M 48,684 -6,721 -12%
Citigroup
50
Citigroup
New York
$3.25M 47,225 +3,846 +9%
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