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Lakeland Financial Corp
LKFN

Overview Fund Activity

199 hedge funds and large institutions have $984M invested in Lakeland Financial Corp in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
61
Reduced
85
Closed
21
Calls
$151K
Puts
$57K
Net Calls
+$94K
Net Calls Change
-$196K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$68.9M
2
CCM
2
Copeland Capital Management
Pennsylvania
$35M
3
SAM
3
Silvercrest Asset Management
New York
$41.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.61M
5
BlackRock
5
BlackRock
New York
$174M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$17.9M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$56.3M
3
Invesco
3
Invesco
Georgia
$2.82M
4
State Street
4
State Street
Massachusetts
$53.4M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$8.64K -$47 -1 -0.5%
AAP
177
Arax Advisory Partners
Colorado
$6.49K -$379 -8 -6%
KFI
178
Key Financial Inc
Pennsylvania
$5.08K -$3.65K -77 -42%
HFS
179
Hantz Financial Services
Michigan
$5K – – –
QCG
180
Quadrant Capital Group
Ohio
$4.89K -$1.38K -29 -22%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$4.13K -$3.51K -74 -46%
PFBT
182
Parkside Financial Bank & Trust
Missouri
$4.04K -$4.51K -95 -53%
IFAM
183
Institutional & Family Asset Management
Colorado
$3.56K – – –
LFA
184
LGT Financial Advisors
Texas
$2.47K +$2.47K +52 New
RTL
185
Red Tortoise LLC
Georgia
$2.37K – – –
BF
186
BOK Financial
Oklahoma
$2.12K +$2.12K +43 New
CTC
187
Central Trust Company
Missouri
$1.8K – – –
Fisher Asset Management
188
Fisher Asset Management
Washington
$1.8K – – –
S
189
SignatureFD
Georgia
$1.28K – – –
Simplex Trading
190
Simplex Trading
Illinois
$1K +$1K +37 New
NA
191
NewEdge Advisors
Louisiana
$902 – – –
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$854 – – –
RFG
193
RFP Financial Group
Georgia
$712 – – –
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$570 -$475 -10 -45%
AWM
195
Abound Wealth Management
Tennessee
$428 – – –
BIA
196
Bell Investment Advisors
California
$333 -$856 -18 -72%
JWA
197
JFS Wealth Advisors
Pennsylvania
$95 -$95 -2 -50%
SIC
198
SJS Investment Consulting
Ohio
$95 -$48 -1 -33%
ETC
199
Exchange Traded Concepts
Oklahoma
– -$961K -19,809 Closed
Qube Research & Technologies (QRT)
200
Qube Research & Technologies (QRT)
United Kingdom
– -$718K -14,799 Closed
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