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Lakeland Financial Corp
LKFN

Overview Fund Activity

127 hedge funds and large institutions have $806M invested in Lakeland Financial Corp in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 6 closing their positions.

Holders
127
Holders Change
+14
Holders Change %
+12.39%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
44
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RHCA
1
Rosenthal Henry Capital Advisors
Indiana
$6.62M
2
BFA
2
BlackRock Fund Advisors
California
$37.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.03M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$87.6M
5
CWAM
5
Columbia Wanger Asset Management
Illinois
$26.9M

Top Sellers

1
WCM
1
Wedge Capital Management
North Carolina
$4.98M
2
WC
2
Walthausen & Co
New York
$13M
3
DIA
3
Dean Investment Associates
Ohio
$0
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$39.1M
5
Northern Trust
5
Northern Trust
Illinois
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
101
Stieven Capital Advisors
Missouri
$275K 5,800 +5,800 New
US Bancorp
102
US Bancorp
Minnesota
$253K 5,349 -525 -9%
Prudential Financial
103
Prudential Financial
New Jersey
$246K 5,192 +5,192 New
ITIM
104
Indiana Trust & Investment Management
Indiana
$242K 5,119 +5,119 New
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$228K 4,815 +4,815 New
UBS Group
106
UBS Group
Switzerland
$226K 4,752 +4,724 +16,871%
Truist Financial
107
Truist Financial
North Carolina
$203K 4,288 +4,288 New
UBS AM
108
UBS AM
Illinois
$200K 4,226 -6,250 -60%
Canada Life
109
Canada Life
Manitoba, Canada
$185K 3,900 – –
KIG
110
Kessler Investment Group
Indiana
$128K 2,701 -235 -8%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$64K 1,368 +1,147 +519%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$57K 1,200 – –
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$48K 1,024 -97 -9%
Barclays
114
Barclays
United Kingdom
$48K 1,002 +362 +57%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$40K 844 -969 -53%
AIM
116
Acrospire Investment Management
Illinois
$21K 450 +149 +50%
JFGIW
117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K 450 +225 +100%
TRCT
118
Tower Research Capital (TRC)
New York
$21K 437 +437 New
CFD
119
Creative Financial Designs
Indiana
$20K 432 +432 New
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$8K 174 – –
Bessemer Group
121
Bessemer Group
New Jersey
$8K 172 +172 New
MFS
122
MSI Financial Services
Massachusetts
$6K 118 – –
TSW
123
Thompson Siegel & Walmsley
Virginia
$2K 46 +46 New
YWP
124
YorkBridge Wealth Partners
New York
$2K 49 +49 New
IA
125
IFP Advisors
Florida
$1K 21 – –
2 3 4
5
6