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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 %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$2.15M 45,185 +8,168 +22%
RJA
52
Raymond James & Associates
Florida
$1.87M 39,462 -377 -0.9%
Barclays
53
Barclays
United Kingdom
$1.82M 38,326 -1,218 -3%
MOACM
54
Mutual of America Capital Management
New York
$1.79M 37,749 -2,491 -6%
Prudential Financial
55
Prudential Financial
New Jersey
$1.67M 35,246 -1,116 -3%
SFC
56
SYM Financial Corp
Indiana
$1.54M 32,529 +32,529 New
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.49M 31,435 -13,706 -30%
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.41M 29,630 -1,942 -6%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.33M 27,962 -2,389 -8%
HA
60
Heartland Advisors
Wisconsin
$1.19M 25,132 +25,132 New
CS
61
Credit Suisse
Switzerland
$1.14M 23,975 -699 -3%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$1.1M 23,266 -1,062 -4%
GCP
63
GSA Capital Partners
United Kingdom
$1.1M 23,201 +12,556 +118%
SEI Investments
64
SEI Investments
Pennsylvania
$1.07M 22,585 +3,614 +19%
KWM
65
KFG Wealth Management
Indiana
$1.07M 22,527 – –
ADMI
66
Albert D. Mason Inc
Massachusetts
$1.07M 22,432 -355 -2%
Canada Life
67
Canada Life
Manitoba, Canada
$1.06M 22,337 +38 +0.2%
Tudor Investment Corp
68
Tudor Investment Corp
Connecticut
$1.06M 22,267 +22,267 New
Truist Financial
69
Truist Financial
North Carolina
$1.05M 22,166 -1,035 -4%
TPSF
70
Texas Permanent School Fund
Texas
$1.03M 21,600 -792 -4%
UBS AM
71
UBS AM
Illinois
$1.02M 21,592 – –
Citigroup
72
Citigroup
New York
$977K 20,585 -14,277 -41%
BCC
73
Bridge City Capital
Oregon
$934K 19,673 -130 -0.7%
Rafferty Asset Management
74
Rafferty Asset Management
New York
$929K 19,564 -8,195 -30%
Citadel Advisors
75
Citadel Advisors
Florida
$839K 17,684 -28,083 -61%
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