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Lakeland Financial Corp
LKFN

Overview Fund Activity

217 hedge funds and large institutions have $1.3B invested in Lakeland Financial Corp in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-8
Holders Change %
-3.56%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
77
Reduced
76
Closed
26
Calls
$166K
Puts
$62K
Net Calls
+$104K
Net Calls Change
-$327K

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$50.9M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$9.99M
3
EAM
3
Eagle Asset Management
Florida
$11.7M
4
RJA
4
Raymond James & Associates
Florida
$6.04M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.51M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$52M
2
BlackRock
2
BlackRock
New York
$226M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.98M
4
Victory Capital Management
4
Victory Capital Management
Texas
$94.6M
5
Wells Fargo
5
Wells Fargo
California
$8.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
176
nVerses Capital
Florida
$30.8K +$30.8K +500 New
BTI
177
Blue Trust Inc
Georgia
$30K +$4.18K +63 +16%
VWM
178
Venturi Wealth Management
Texas
$29.8K +$29.8K +484 New
ITIM
179
Indiana Trust & Investment Management
Indiana
$28.2K – – –
QCG
180
Quadrant Capital Group
Ohio
$26.6K +$19.6K +319 +280%
GI
181
GAMMA Investing
California
$24.9K -$3.45K -56 -12%
CFD
182
Creative Financial Designs
Indiana
$24.1K – – –
TPCW
183
TD Private Client Wealth
New York
$23.5K – – –
AF
184
Allworth Financial
California
$20K +$12.9K +191 +184%
CIAS
185
CBIZ Investment Advisory Services
Ohio
$19K -$369 -6 -2%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$17K +$8.22K +134 +94%
Ohio Public Employees Retirement System (OPERS)
187
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.9K – – –
CA
188
Clearstead Advisors
Ohio
$11.8K +$11.8K +191 New
GRP
189
Global Retirement Partners
California
$11.1K -$1.35K -22 -11%
PS
190
Principal Securities
Iowa
$10.2K +$2.77K +45 +37%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$9.65K -$3.98K -68 -29%
OWA
192
Opal Wealth Advisors
New York
$8.43K +$8.43K +137 New
PFBT
193
Parkside Financial Bank & Trust
Missouri
$7.2K – – –
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$5.05K – – –
HFS
195
Hantz Financial Services
Michigan
$5K – – –
QL
196
Quarry LP
New York
$4.8K +$4.8K +78 New
IFAM
197
Institutional & Family Asset Management
Colorado
$4.06K – – –
LFA
198
LGT Financial Advisors
Texas
$3.2K – – –
RTL
199
Red Tortoise LLC
Georgia
$3.08K – – –
OC
200
Oakworth Capital
Alabama
$2.46K – – –
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8
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