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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 %
ASN
176
Advisory Services Network
Georgia
$39.2K +$39.2K +602 New
Point72 Asset Management
177
Point72 Asset Management
Connecticut
$39.1K -$86.3K -1,325 -69%
CFGS
178
Concourse Financial Group Securities
Alabama
$33.2K -$1.37K -21 -4%
ITIM
179
Indiana Trust & Investment Management
Indiana
$29.9K – – –
CFD
180
Creative Financial Designs
Indiana
$25.5K – – –
TPCW
181
TD Private Client Wealth
New York
$24.9K – – –
NA
182
NewEdge Advisors
Louisiana
$18.3K +$17.1K +262 +1,379%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$16K -$8.45K -131 -35%
PAS
184
Point72 Asia (Singapore)
Singapore
$15.4K +$15.4K +236 New
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.3K +$1.04K +16 +7%
BTI
186
Blue Trust Inc
Georgia
$15K +$1.89K +41 +14%
GRP
187
Global Retirement Partners
California
$13.8K -$8.02K -130 -37%
PS
188
Principal Securities
Iowa
$9.58K +$9.58K +147 New
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$8.73K -$3.13K -48 -26%
QCG
190
Quadrant Capital Group
Ohio
$7.43K +$717 +11 +11%
HFS
191
Hantz Financial Services
Michigan
$7K – – –
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$5.34K -$326 -5 -6%
IFAM
193
Institutional & Family Asset Management
Colorado
$4.3K -$587 -9 -12%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$3.98K -$1.56K -24 -28%
LFA
195
LGT Financial Advisors
Texas
$3.39K – – –
RTL
196
Red Tortoise LLC
Georgia
$3.26K – – –
BF
197
BOK Financial
Oklahoma
$2.8K – – –
OC
198
Oakworth Capital
Alabama
$2.61K +$2.61K +40 New
Jones Financial Companies
199
Jones Financial Companies
Missouri
$2.54K +$2.54K +39 New
BFPW
200
BOK Financial Private Wealth
Colorado
$2.48K +$2.48K +38 New
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8
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