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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 %
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$361K 7,613 -300 -4%
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$359K 7,559 -466 -6%
D.E. Shaw & Co
128
D.E. Shaw & Co
New York
$348K 7,322 +7,322 New
SCA
129
Snowden Capital Advisors
New York
$347K 7,312 +707 +11%
ASRS
130
Arizona State Retirement System
Arizona
$344K 7,242 -31 -0.4%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$337K 7,092 +40 +0.6%
WG
132
Winton Group
United Kingdom
$335K 7,060 -1,644 -19%
LCM
133
Legato Capital Management
California
$321K 6,767 -264 -4%
New York State Teachers Retirement System (NYSTRS)
134
New York State Teachers Retirement System (NYSTRS)
New York
$315K 6,640 -400 -6%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$312K 6,566 +6,566 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$309K 6,516 +257 +4%
II
137
Inspire Investing
Idaho
$308K 6,491 +6,491 New
BFC
138
Bedel Financial Consulting
Indiana
$306K 6,450 – –
AWM
139
Avior Wealth Management
Nebraska
$301K 6,348 – –
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$297K 5,716 – –
CAM
141
Cresset Asset Management
Illinois
$245K 5,158 +554 +12%
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$239K 5,030 – –
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$233K 4,902 +1,234 +34%
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$217K 4,574 – –
HNB
145
Huntington National Bank
Ohio
$216K 4,541 +29 +0.6%
PCS
146
Personal CFO Solutions
New Jersey
$215K 4,522 +4,522 New
RWM
147
Revisor Wealth Management
Ohio
$212K 4,465 +4,465 New
State of Wisconsin Investment Board
148
State of Wisconsin Investment Board
Wisconsin
$205K 4,314 +4,314 New
SF
149
Synovus Financial
Georgia
$203K 4,268 +4,268 New
QT
150
Quantbot Technologies
New York
$200K 4,206 -1,122 -21%
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6
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