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Lakeland Financial Corp
LKFN

Overview Fund Activity

166 hedge funds and large institutions have $1.16B invested in Lakeland Financial Corp in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 18 closing their positions.

Holders
166
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
50
Reduced
71
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$26.4M
2
ProShare Advisors
2
ProShare Advisors
Maryland
$10.9M
3
State Street
3
State Street
Massachusetts
$47.1M
4
SBH
4
Segall Bryant & Hamill
Illinois
$42.7M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$8.79M

Top Sellers

1
ZCM
1
Ziegler Capital Management
Illinois
$7.89M
2
Franklin Resources
2
Franklin Resources
California
$37.2M
3
BlackRock
3
BlackRock
New York
$110M
4
Goldman Sachs
4
Goldman Sachs
New York
$57M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$95.3M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
51
Aptus Capital Advisors
Alabama
$2.11M 34,252 +11,433 +50%
PPA
52
Parametric Portfolio Associates
Washington
$2.1M 34,039 +782 +2%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$2.08M 33,671 -2,940 -8%
Bank of America
54
Bank of America
North Carolina
$2M 32,411 -28,968 -47%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$1.96M 31,756 – –
Invesco
56
Invesco
Georgia
$1.73M 28,010 -68 -0.2%
AllianceBernstein
57
AllianceBernstein
Tennessee
$1.69M 27,417 – –
FFA
58
Fi3 Financial Advisors
Indiana
$1.62M 24,017 +770 +3%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$1.61M 26,085 -4,422 -14%
UBS Group
60
UBS Group
Switzerland
$1.35M 21,889 +2,531 +13%
Stifel Financial
61
Stifel Financial
Missouri
$1.33M 21,523 +408 +2%
Morgan Stanley
62
Morgan Stanley
New York
$1.26M 20,366 -22,640 -53%
CS
63
Credit Suisse
Switzerland
$1.24M 20,056 -1,611 -7%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$1.22M 19,714 -41,069 -68%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$1.18M 19,146 -23,126 -55%
UBS AM
66
UBS AM
Illinois
$1.17M 19,052 +2,797 +17%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$1.13M 18,362 -6,042 -25%
UCI
68
Uncommon Cents Investing
Wisconsin
$1.13M 18,364 -200 -1%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$1.13M 18,322 +125 +0.7%
Rafferty Asset Management
70
Rafferty Asset Management
New York
$1.11M 17,962 +4,091 +29%
Tudor Investment Corp
71
Tudor Investment Corp
Connecticut
$1.1M 17,823 -2,758 -13%
CCM
72
Cox Capital Management
Massachusetts
$1.09M 17,633 +812 +5%
KeyBank National Association
73
KeyBank National Association
Ohio
$1.07M 17,275 -1,650 -9%
CCA
74
Column Capital Advisors
Indiana
$1.02M 16,460 +86 +0.5%
Deutsche Bank
75
Deutsche Bank
Germany
$1.01M 16,401 -621 -4%
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