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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 %
Deutsche Bank
101
Deutsche Bank
Germany
$594K 12,521 +2,035 +19%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$573K 12,078 +232 +2%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$570K 12,000 – –
FMWA
104
Forvis Mazars Wealth Advisors
Missouri
$561K 11,822 -55,435 -82%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$550K 11,573 +550 +5%
SFS
106
Security Financial Services
Indiana
$544K 11,472 – –
HighTower Advisors
107
HighTower Advisors
Illinois
$528K 11,081 -5,761 -34%
Mirae Asset Global Investments
108
Mirae Asset Global Investments
South Korea
$511K 10,774 – –
CA
109
Cetera Advisors
Colorado
$503K 10,605 +88 +0.8%
KeyBank National Association
110
KeyBank National Association
Ohio
$502K 10,579 +1,490 +16%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$483K 10,179 +142 +1%
PFA
112
Pathway Financial Advisers
Indiana
$475K 10,003 +10,003 New
Jane Street
113
Jane Street
New York
$474K 9,988 -2,744 -22%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$473K 9,964 +3,226 +48%
AB
115
Amalgamated Bank
New York
$470K 9,903 -330 -3%
HF
116
HRT Financial
New York
$459K 9,679 +183 +2%
Corient Private Wealth
117
Corient Private Wealth
Florida
$447K 9,412 +9,412 New
MSRPS
118
Maryland State Retirement & Pension System
Maryland
$445K 9,368 -540 -5%
Squarepoint
119
Squarepoint
New York
$444K 9,359 -29,847 -76%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$409K 8,614 – –
AQR Capital Management
121
AQR Capital Management
Connecticut
$404K 8,522 +8,522 New
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$385K 8,103 – –
UBS Group
123
UBS Group
Switzerland
$373K 7,855 -5,818 -43%
NSIM
124
North Star Investment Management
Illinois
$366K 7,715 – –
Bessemer Group
125
Bessemer Group
New Jersey
$366K 7,713 +1,927 +33%
3 4
5
6 7