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Lakeland Financial Corp

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.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $996M → $984M (-$12.3M)

28% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$151K
Puts
$57K
Net Calls
Net Calls Change

Top Buyers

1 +$14.3M
2 +$8.79M
3 +$6.63M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.44M
5
BlackRock
BlackRock
New York
+$3.31M

Top Sellers

1 -$4.97M
2 -$3.67M
3 -$3.6M
4
State Street
State Street
Massachusetts
-$3.6M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$594K
102
$573K
103
$570K
104
$561K
105
$550K
106
$544K
107
$528K
108
$511K
109
$503K
110
$502K
111
$483K
112
$475K
113
$474K
114
$473K
115
$470K
116
$459K
117
$447K
118
$445K
119
$444K
120
$409K
121
$404K
122
$385K
123
$373K
124
$366K
125
$366K