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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 %
QCG
176
Quadrant Capital Group
Ohio
$6.41K -$6.5K -134 -50%
BTI
177
Blue Trust Inc
Georgia
$5K -$8.55K -147 -63%
HFS
178
Hantz Financial Services
Michigan
$5K – – –
CWC
179
Carolinas Wealth Consulting
North Carolina
$4.46K – – –
CPG
180
Cornerstone Planning Group
New Jersey
$4.12K +$4.12K +85 New
QL
181
Quarry LP
New York
$3.98K +$3.98K +82 New
IFAM
182
Institutional & Family Asset Management
Colorado
$3.64K – – –
RTL
183
Red Tortoise LLC
Georgia
$2.43K +$2.43K +50 New
CTC
184
Central Trust Company
Missouri
$1.84K – – –
Fisher Asset Management
185
Fisher Asset Management
Washington
$1.84K +$1.84K +38 New
S
186
SignatureFD
Georgia
$1.31K – – –
BIA
187
Bell Investment Advisors
California
$1.21K +$485 +10 +67%
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$1.07K -$20K -412 -95%
NA
189
NewEdge Advisors
Louisiana
$922 – – –
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$873 – – –
FCAG
191
First Capital Advisors Group
New Jersey
$873 +$873 +18 New
RFG
192
RFP Financial Group
Georgia
$728 – – –
MCM
193
Manchester Capital Management
Vermont
$631 +$631 +13 New
AWM
194
Abound Wealth Management
Tennessee
$437 +$437 +9 New
JWA
195
JFS Wealth Advisors
Pennsylvania
$195 -$195 -4 -50%
SIC
196
SJS Investment Consulting
Ohio
$146 +$97 +2 +200%
DI
197
Disciplined Investments
Oklahoma
$97 -$49 -1 -33%
Loomis, Sayles & Company
198
Loomis, Sayles & Company
Massachusetts
– -$22.3M -356,661 Closed
ZCM
199
Ziegler Capital Management
Illinois
– -$6.66M -106,337 Closed
SFC
200
SYM Financial Corp
Indiana
– -$5.84M -93,260 Closed
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