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Lakeland Financial Corp
LKFN

Overview Fund Activity

231 hedge funds and large institutions have $1.49B invested in Lakeland Financial Corp in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 28 closing their positions.

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
73
Reduced
79
Closed
28
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
-$168K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$86.7M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$10.6M
3
State Street
3
State Street
Massachusetts
$95.6M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$21.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$133M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$37M
2
Victory Capital Management
2
Victory Capital Management
Texas
$92.6M
3
Millennium Management
3
Millennium Management
New York
$3.2M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$6.37M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TPCW
176
TD Private Client Wealth
New York
$32.2K 468 +86 +23%
CIAS
177
CBIZ Investment Advisory Services
Ohio
$31.6K 459 +128 +39%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$31K 449 +102 +29%
QCG
179
Quadrant Capital Group
Ohio
$29.8K 433 – –
ITIM
180
Indiana Trust & Investment Management
Indiana
$27.5K 400 – –
CFD
181
Creative Financial Designs
Indiana
$27K 392 – –
PAS
182
Point72 Asia (Singapore)
Singapore
$24.9K 362 +362 New
HNB
183
Huntington National Bank
Ohio
$24.7K 359 -4,713 -93%
BTI
184
Blue Trust Inc
Georgia
$24.2K 352 -151 -30%
GRP
185
Global Retirement Partners
California
$23.8K 346 +152 +78%
BOJHT
186
Bank of Jackson Hole Trust
Wyoming
$18.9K 275 +275 New
RWS
187
Retirement Wealth Solutions
Wisconsin
$16.9K 256 +256 New
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.1K 234 -4 -2%
PS
189
Principal Securities
Iowa
$14.2K 206 +22 +12%
MG
190
Mather Group
Illinois
$13.2K 192 +192 New
CA
191
Clearstead Advisors
Ohio
$13.1K 191 – –
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$11.6K 169 +169 New
HWM
193
Hemington Wealth Management
Virginia
$9K 142 -3 -2%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$8.05K 117 – –
HCA
195
Harbor Capital Advisors
Illinois
$8K 121 +28 +30%
GSWM
196
Golden State Wealth Management
California
$6.4K 93 +93 New
AF
197
Allworth Financial
California
$6.27K 93 -202 -68%
HFS
198
Hantz Financial Services
Michigan
$6K 82 – –
TH
199
TCTC Holdings
Texas
$5.78K 84 +84 New
GWM
200
Geneos Wealth Management
Colorado
$5.5K 80 – –
6 7
8
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