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Lakeland Financial Corp
LKFN

Overview Fund Activity

207 hedge funds and large institutions have $1.39B invested in Lakeland Financial Corp in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 80 reducing their positions, and 19 closing their positions.

Holders
207
Holders Change
+8
Holders Change %
+4.02%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
67
Reduced
80
Closed
19
Calls
$1.5M
Puts
–
Net Calls
+$1.5M
Net Calls Change
+$1.41M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29M
2
NPIC
2
Neumeier Poma Investment Counsel
California
$35.7M
3
Victory Capital Management
3
Victory Capital Management
Texas
$106M
4
State Street
4
State Street
Massachusetts
$79.5M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$14.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.47M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.98M
3
Ameriprise
3
Ameriprise
Minnesota
$24.1M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.19M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$62.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
101
Corient Private Wealth
Florida
$724K 11,109 +1,697 +18%
CA
102
Cetera Advisors
Colorado
$697K 10,704 +99 +0.9%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$661K 10,143 -36 -0.4%
PFA
104
Pathway Financial Advisers
Indiana
$652K 10,008 +5 +0%
LCM
105
Legato Capital Management
California
$617K 9,475 +2,708 +40%
HighTower Advisors
106
HighTower Advisors
Illinois
$615K 9,636 -1,445 -13%
AB
107
Amalgamated Bank
New York
$608K 9,334 -569 -6%
Tudor Investment Corp
108
Tudor Investment Corp
Connecticut
$608K 9,325 -12,942 -58%
MSRPS
109
Maryland State Retirement & Pension System
Maryland
$602K 9,243 -125 -1%
Citadel Advisors
110
Citadel Advisors
Florida
$561K 8,617 -9,067 -51%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$561K 8,614 – –
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$561K 8,611 +4,297 +100%
SAM
113
Smartleaf Asset Management
Massachusetts
$550K 8,288 +8,288 New
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$528K 8,103 – –
Bessemer Group
115
Bessemer Group
New Jersey
$503K 7,713 – –
NSIM
116
North Star Investment Management
Illinois
$503K 7,715 – –
JFG
117
Jefferies Financial Group
New York
$489K 7,500 +7,500 New
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$486K 7,456 -157 -2%
WG
119
Winton Group
United Kingdom
$471K 7,234 +174 +2%
SCA
120
Snowden Capital Advisors
New York
$469K 7,193 -119 -2%
ASRS
121
Arizona State Retirement System
Arizona
$463K 7,110 -132 -2%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$462K 7,092 – –
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$441K 6,773 -3,191 -32%
New York State Teachers Retirement System (NYSTRS)
124
New York State Teachers Retirement System (NYSTRS)
New York
$433K 6,640 – –
BFC
125
Bedel Financial Consulting
Indiana
$420K 6,450 – –
3 4
5
6 7