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Lakeland Financial Corp
LKFN

Overview Fund Activity

228 hedge funds and large institutions have $1.43B invested in Lakeland Financial Corp in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+9
Holders Change %
+4.11%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
83
Reduced
79
Closed
14
Calls
$22K
Puts
$22K
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
$13.3M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$5.04M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.92M
4
CCM
Copeland Capital Management
Pennsylvania
$40.9M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.46M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$26.5M
2
BTW
Boston Trust Walden
Massachusetts
$21.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$81.6M
4
State Street
State Street
Massachusetts
$76.6M
5
BlackRock
BlackRock
New York
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
176
Covestor
United Kingdom
$95K +$94.2K +1,288 +11,709%
Allspring Global Investments
177
Allspring Global Investments
North Carolina
$79.4K +$16.6K +227 +26%
Dimensional Fund Advisors
178
Dimensional Fund Advisors
Texas
$55.7K -$211 -2,892 -0.4%
SOW
179
State of Wyoming
Wyoming
$54.7K -$1.24K -17 -2%
ASN
180
Advisory Services Network
Georgia
$51.5K +$51.5K +706 New
FHA
181
First Horizon Advisors
Tennessee
$48.9K +$1.61K +22 +3%
PMEF
182
Point72 Middle East FZE
United Arab Emirates
$45.7K +$45.7K +626 New
CFGS
183
Concourse Financial Group Securities
Alabama
$45.4K -$2.55K -35 -5%
CAS
184
Coppell Advisory Solutions
Texas
$42.6K +$42.6K +584 New
CASC
185
Coppell Advisory Solutions Corp
Texas
$42.6K +$42.6K +584 New
CS
186
Comerica Securities
Michigan
$42.3K +$42.3K +580 New
PMFA
187
Plante Moran Financial Advisors
Michigan
$34K +$146 +2 +0.4%
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$32K – – –
TVWM
189
Tower View Wealth Management
Wisconsin
$30K +$148 +2 +0.5%
CFD
190
Creative Financial Designs
Indiana
$28.6K – – –
Bessemer Group
191
Bessemer Group
New Jersey
$28K +$12.3K +168 +79%
PI
192
PineBridge Investments
New York
$23.1K – – –
CA
193
Crewe Advisors
Utah
$21.1K – – –
SWA
194
Sutton Wealth Advisors
Florida
$13.2K – – –
Ohio Public Employees Retirement System (OPERS)
195
Ohio Public Employees Retirement System (OPERS)
Ohio
$13K -$19.2K -257 -60%
BTI
196
Blue Trust Inc
Georgia
$13K +$9.34K +125 +255%
NA
197
NewEdge Advisors
Louisiana
$11.2K +$11.2K +188 New
HNB
198
Huntington National Bank
Ohio
$11.2K – – –
TPCW
199
TD Private Client Wealth
New York
$11.1K – – –
AAP
200
Arax Advisory Partners
Colorado
$11K -$729 -10 -6%
6 7
8
9 10