LKFN icon

Lakeland Financial Corp
LKFN

Overview Fund Activity

197 hedge funds and large institutions have $996M invested in Lakeland Financial Corp in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-17
Holders Change %
-7.94%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
77
Reduced
71
Closed
35
Calls
$339K
Puts
$49K
Net Calls
+$290K
Net Calls Change
-$148K

Top Buyers

1
NIG
1
NFJ Investment Group
Texas
$12.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$55.9M
3
SAM
3
Silvercrest Asset Management
New York
$35.8M
4
State Street
4
State Street
Massachusetts
$58.3M
5
EAM
5
Eagle Asset Management
Florida
$3.49M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
BlackRock
2
BlackRock
New York
$175M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$61.3M
4
ZCM
4
Ziegler Capital Management
Illinois
$0
5
SFC
5
SYM Financial Corp
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
151
KBC Group
Belgium
$101K – – –
AIP
152
Ameritas Investment Partners
Nebraska
$95.3K – – –
C
153
Covestor
United Kingdom
$93K +$20.6K +423 +28%
US Bancorp
154
US Bancorp
Minnesota
$77.7K -$4.03K -83 -5%
MLICM
155
Metropolitan Life Insurance Company (MetLife)
New York
$66.1K – – –
CYG
156
Clean Yield Group
Vermont
$60.7K – – –
SOW
157
State of Wyoming
Wyoming
$55.8K +$14.3K +295 +35%
TRCT
158
Tower Research Capital (TRC)
New York
$45.4K -$19.3K -398 -30%
Allspring Global Investments
159
Allspring Global Investments
North Carolina
$40K +$14.8K +304 +58%
VAG
160
VisionPoint Advisory Group
Texas
$37.9K +$37.9K +781 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$30K -$911K -18,704 -97%
TVWM
162
Tower View Wealth Management
Wisconsin
$30K +$9.98K +204 +50%
FHA
163
First Horizon Advisors
Tennessee
$29K +$1.89K +39 +7%
CFGS
164
Concourse Financial Group Securities
Alabama
$26.3K -$3.15K -65 -11%
PMFA
165
Plante Moran Financial Advisors
Michigan
$22.7K – – –
CFD
166
Creative Financial Designs
Indiana
$19K – – –
TPCW
167
TD Private Client Wealth
New York
$18.5K – – –
GRP
168
Global Retirement Partners
California
$15.6K +$15.5K +319 +15,950%
PI
169
PineBridge Investments
New York
$15.4K – – –
Ohio Public Employees Retirement System (OPERS)
170
Ohio Public Employees Retirement System (OPERS)
Ohio
$10K +$896 +18 +10%
KFI
171
Key Financial Inc
Pennsylvania
$8.93K +$3.74K +77 +72%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$8.88K +$4.9K +101 +123%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$8.74K +$3.25K +67 +59%
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$7.81K +$7.81K +161 New
AAP
175
Arax Advisory Partners
Colorado
$7.05K -$243 -5 -3%
5 6
7
8 9