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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 %
TRCT
126
Tower Research Capital (TRC)
New York
$419K 6,429 +4,580 +248%
AWM
127
Avior Wealth Management
Nebraska
$414K 6,348 – –
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$413K 6,342 -224 -3%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$394K 5,889 +173 +3%
GIM
130
Goelzer Investment Management
Indiana
$387K 5,940 +5,940 New
II
131
Inspire Investing
Idaho
$383K 5,884 -607 -9%
CAM
132
Cresset Asset Management
Illinois
$361K 5,543 +385 +7%
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$358K 5,488 -11,515 -68%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$328K 5,030 – –
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$319K 4,902 – –
ProShare Advisors
136
ProShare Advisors
Maryland
$305K 4,675 +4,675 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$304K 4,666 -1,850 -28%
PCS
138
Personal CFO Solutions
New Jersey
$295K 4,534 +12 +0.3%
GCP
139
GSA Capital Partners
United Kingdom
$295K 4,531 -18,670 -80%
HNB
140
Huntington National Bank
Ohio
$294K 4,512 -29 -0.6%
MOACM
141
Mutual of America Capital Management
New York
$290K 4,451 -33,298 -88%
VI
142
Versor Investments
New York
$287K 4,400 +4,400 New
AIM
143
Aigen Investment Management
New York
$282K 4,322 +4,322 New
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$279K 4,285 +4,285 New
RJFSA
145
Raymond James Financial Services Advisors
Florida
$273K 4,191 +4,191 New
MWM
146
MGB Wealth Management
Texas
$262K 4,027 +4,027 New
SC
147
Sapient Capital
Indiana
$257K 3,950 +3,950 New
Public Employees Retirement Association of Colorado
148
Public Employees Retirement Association of Colorado
Colorado
$256K 3,930 -644 -14%
CAN
149
Cetera Advisor Networks
California
$246K 3,773 +3,773 New
MNBTD
150
Moody National Bank Trust Division
Texas
$234K 3,588 +3,588 New
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6
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