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Lakeland Financial Corp
LKFN

Overview Fund Activity

165 hedge funds and large institutions have $1.32B invested in Lakeland Financial Corp in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 64 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+20
Holders Change %
+13.79%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
49
Reduced
64
Closed
5
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$111M
2
BlackRock
2
BlackRock
New York
$134M
3
Ameriprise
3
Ameriprise
Minnesota
$58.1M
4
State Street
4
State Street
Massachusetts
$46.5M
5
ZCM
5
Ziegler Capital Management
Illinois
$9.32M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$54.9M
2
Charles Schwab
2
Charles Schwab
California
$11.9M
3
Northern Trust
3
Northern Trust
Illinois
$31.3M
4
SAM
4
Silvercrest Asset Management
New York
$74.8M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$6.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
151
Point72 Hong Kong
Hong Kong
$9K +$9K +137 New
PCG
152
Private Capital Group
Connecticut
$7K – – –
QCG
153
Quadrant Capital Group
Ohio
$5K – – –
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$5K +$1.75K +27 +54%
SL
155
Savior LLC
Massachusetts
$4K – – –
APA
156
American Portfolios Advisors
New York
$3.11K – – –
DWP
157
Destiny Wealth Partners
Florida
$3K – – –
S
158
SignatureFD
Georgia
$2K – – –
GWM
159
Geneos Wealth Management
Colorado
$2K +$2K +32 New
VFA
160
Valeo Financial Advisors
Indiana
$2K +$2K +32 New
AIC
161
Ameritas Investment Company
Nebraska
$1.38K +$1.38K +20 New
LC
162
Lindbrook Capital
California
$1K +$1K +16 New
AIG
163
American International Group
New York
$979 -$16 -226 -2%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$52 – – –
RJA
165
Raymond James & Associates
Florida
– -$254K -4,748 Closed
CCIA
166
Campbell & Co Investment Adviser
Maryland
– -$208K -3,883 Closed
PWPS
167
Pinnacle Wealth Planning Services
Ohio
– -$39K -727 Closed
CAAS
168
Capital Asset Advisory Services
Michigan
– -$11K -201 Closed
ASN
169
Advisory Services Network
Georgia
– -$9K -177 Closed
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