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Lakeland Financial Corp
LKFN

Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in Lakeland Financial Corp in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+18
Holders Change %
+8.7%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
67
Reduced
88
Closed
13
Calls
$564K
Puts
$133K
Net Calls
+$431K
Net Calls Change
-$1.07M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$57M
2
BlackRock
2
BlackRock
New York
$249M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.4M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$38.3M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$1.73M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.7M
3
SAM
3
Silvercrest Asset Management
New York
$49.9M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$19.3M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
126
New York State Teachers Retirement System (NYSTRS)
New York
$440K – – –
BFC
127
Bedel Financial Consulting
Indiana
$428K – – –
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$425K -$637K -9,607 -60%
VI
129
Versor Investments
New York
$424K +$133K +2,000 +45%
GIM
130
Goelzer Investment Management
Indiana
$394K – – –
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$393K +$108K +1,636 +38%
CAM
132
Cresset Asset Management
Illinois
$381K +$13.7K +207 +4%
OQS
133
Occudo Quantitative Strategies
Florida
$376K +$376K +5,674 New
COPPSERS
134
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$364K +$265 +4 +0.1%
II
135
Inspire Investing
Idaho
$358K -$32K -482 -8%
HNB
136
Huntington National Bank
Ohio
$335K +$35.6K +537 +12%
Handelsbanken Fonder
137
Handelsbanken Fonder
Sweden
$334K – – –
ProShare Advisors
138
ProShare Advisors
Maryland
$333K +$22.9K +345 +7%
AQR Capital Management
139
AQR Capital Management
Connecticut
$327K -$463K -6,976 -59%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$325K – – –
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$316K -$75.9K -1,141 -19%
OR
142
Olympiad Research
Connecticut
$315K +$315K +4,751 New
PCS
143
Personal CFO Solutions
New Jersey
$309K +$8.56K +129 +3%
PCM
144
Prelude Capital Management
New York
$302K +$302K +4,560 New
MOACM
145
Mutual of America Capital Management
New York
$291K -$4.58K -69 -2%
Point72 Asset Management
146
Point72 Asset Management
Connecticut
$279K +$239K +3,600 +600%
MWM
147
MGB Wealth Management
Texas
$267K – – –
Truist Financial
148
Truist Financial
North Carolina
$264K -$1.07M -16,091 -80%
SC
149
Sapient Capital
Indiana
$262K – – –
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$261K – – –
4 5
6
7 8