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Lakeland Financial Corp
LKFN

Overview Fund Activity

145 hedge funds and large institutions have $1.02B invested in Lakeland Financial Corp in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
46
Reduced
56
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Silvercrest Asset Management
New York
$65.2M
2
NPIC
Neumeier Poma Investment Counsel
California
$23.5M
3
MPAM
Monarch Partners Asset Management
Massachusetts
$4.4M
4
BlackRock
BlackRock
New York
$98.5M
5
Victory Capital Management
Victory Capital Management
Texas
$70.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$61.9M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$584K
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$40.2M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$11.6M
5
BTW
Boston Trust Walden
Massachusetts
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
126
Pinnacle Wealth Planning Services
Ohio
$39K +$39K +727 New
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$30K +$16.2K +308 +117%
FPS
128
Fieldpoint Private Securities
Connecticut
$29K +$29K +546 New
Lazard Asset Management
129
Lazard Asset Management
New York
$25K +$25K +485 New
PMFA
130
Plante Moran Financial Advisors
Michigan
$24K +$3.17K +59 +15%
CFD
131
Creative Financial Designs
Indiana
$23K – – –
FEG
132
Financial Enhancement Group
Indiana
$17K – – –
CAAS
133
Capital Asset Advisory Services
Michigan
$11K +$11K +201 New
ASN
134
Advisory Services Network
Georgia
$9K -$5.14K -101 -36%
HNB
135
Huntington National Bank
Ohio
$8K – – –
HIA
136
Harbor Investment Advisory
Maryland
$7K +$2.17K +39 +45%
PCG
137
Private Capital Group
Connecticut
$5K – – –
QCG
138
Quadrant Capital Group
Ohio
$4K – – –
SL
139
Savior LLC
Massachusetts
$3K – – –
APA
140
American Portfolios Advisors
New York
$2.41K – – –
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$2K +$1.08K +27 +117%
DWP
142
Destiny Wealth Partners
Florida
$2K +$2K +37 New
ACM
143
AUA Capital Management
Pennsylvania
$1K -$467 -7 -32%
S
144
SignatureFD
Georgia
$1K – – –
AIG
145
American International Group
New York
$770 -$22 -412 -3%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
– -$769K -18,662 Closed
AIMCA
147
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$569K -13,800 Closed
Skandinaviska Enskilda Banken (SEB)
148
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$453K -11,000 Closed
GCP
149
GSA Capital Partners
United Kingdom
– -$295K -7,160 Closed
Millennium Management
150
Millennium Management
New York
– -$273 -6,635 Closed
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