LKFN icon

Lakeland Financial Corp
LKFN

Overview Fund Activity

151 hedge funds and large institutions have $855M invested in Lakeland Financial Corp in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+14
Holders Change %
+10.22%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
54
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$33.2M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$21.2M
3
CCM
3
Copeland Capital Management
Pennsylvania
$8.09M
4
Franklin Resources
4
Franklin Resources
California
$82.7M
5
TAM
5
Timucuan Asset Management
Florida
$6.54M

Top Sellers

1
BlackRock
1
BlackRock
New York
$82.6M
2
NPIC
2
Neumeier Poma Investment Counsel
California
$9.5M
3
Millennium Management
3
Millennium Management
New York
$1.47M
4
Goldman Sachs
4
Goldman Sachs
New York
$49.9M
5
Bank of America
5
Bank of America
North Carolina
$3.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$27K -$5.37K -121 -17%
CAM
127
Cresset Asset Management
Illinois
$25K +$25K +554 New
OIA
128
OneDigital Investment Advisors
Kansas
$23K – – –
CFD
129
Creative Financial Designs
Indiana
$19K – – –
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$12K +$4.62K +100 +63%
BCA
131
Berman Capital Advisors
Georgia
$10K +$10K +232 New
CFGS
132
Concourse Financial Group Securities
Alabama
$9K +$9K +202 New
WAM
133
Wealthspire Advisors (Maryland)
Maryland
$8K -$4.62K -101 -37%
HNB
134
Huntington National Bank
Ohio
$7K – – –
RFM
135
Royal Fund Management
Florida
$5K – – –
ASN
136
Advisory Services Network
Georgia
$5K +$1.41K +33 +39%
PCG
137
Private Capital Group
Connecticut
$4K – – –
CAW
138
Cornerstone Advisors (Washington)
Washington
$4K +$4K +97 New
TRCT
139
Tower Research Capital (TRC)
New York
$3K -$16.9K -406 -85%
TCOV
140
Trust Company of Vermont
Vermont
$3K +$3K +69 New
VFA
141
Valeo Financial Advisors
Indiana
$2K – – –
SFSIG
142
San Francisco Sentry Investment Group
California
$2K – – –
LTFS
143
Ladenburg Thalmann Financial Services
Florida
$2K – – –
WEC
144
Winslow Evans & Crocker
Massachusetts
$2K +$2K +22 New
PCP
145
Proficio Capital Partners
Massachusetts
$2K +$2K +42 New
PFO
146
Pathstone Family Office
New Jersey
$2K +$2K +44 New
QCG
147
Quadrant Capital Group
Ohio
$2K +$2K +59 New
CFA
148
Carroll Financial Associates
North Carolina
$1K +$1K +38 New
MSE
149
MUFG Securities EMEA
United Kingdom
– -$1.47M -36,700 Closed
HSBC Holdings
150
HSBC Holdings
United Kingdom
– -$909K -22,628 Closed
3 4 5
6
7