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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TSS
151
Two Sigma Securities
New York
$233K +$233K +3,580 New
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$222K +$222K +3,414 New
CFG
153
CKW Financial Group
Hawaii
$204K +$1.24K +19 +0.6%
HW
154
Hancock Whitney
Mississippi
$202K +$202K +3,100 New
MML Investors Services
155
MML Investors Services
Massachusetts
$201K +$201K +3,089 New
ECM
156
Everence Capital Management
Indiana
$201K +$201K +3,090 New
SG Americas Securities
157
SG Americas Securities
New York
$190K -$708K -10,883 -79%
HI
158
Harbour Investments
Wisconsin
$178K -$22.7K -348 -11%
Skandinaviska Enskilda Banken (SEB)
159
Skandinaviska Enskilda Banken (SEB)
Sweden
$169K -$873K -13,400 -84%
PMEF
160
Point72 Middle East FZE
United Arab Emirates
$166K +$166K +2,552 New
AIP
161
Ameritas Investment Partners
Nebraska
$161K – – –
C
162
Covestor
United Kingdom
$131K -$392 -6 -0.3%
SOW
163
State of Wyoming
Wyoming
$121K +$18.1K +278 +18%
US Bancorp
164
US Bancorp
Minnesota
$103K +$65 +1 +0.1%
MLICM
165
Metropolitan Life Insurance Company (MetLife)
New York
$93.3K – – –
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$79.1K +$78.3K +1,202 +10,017%
EC
167
EntryPoint Capital
New York
$68.8K +$68.8K +1,056 New
SWS
168
SYSTM Wealth Solutions
Illinois
$64.5K +$64.5K +990 New
KBC Group
169
KBC Group
Belgium
$61K – – –
GI
170
GAMMA Investing
California
$60.2K +$60.2K +899 New
VAG
171
VisionPoint Advisory Group
Texas
$50.9K – – –
CYG
172
Clean Yield Group
Vermont
$48.9K – – –
FHA
173
First Horizon Advisors
Tennessee
$47.4K +$2.02K +31 +4%
TVWM
174
Tower View Wealth Management
Wisconsin
$41K +$329 +5 +0.8%
AAP
175
Arax Advisory Partners
Colorado
$41K +$32.1K +492 +359%
5 6
7
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