LKFN icon

Lakeland Financial Corp
LKFN

Overview Fund Activity

228 hedge funds and large institutions have $1.43B invested in Lakeland Financial Corp in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+9
Holders Change %
+4.11%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
83
Reduced
79
Closed
14
Calls
$22K
Puts
$22K
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
$13.3M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$5.04M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.92M
4
CCM
Copeland Capital Management
Pennsylvania
$40.9M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.46M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$26.5M
2
BTW
Boston Trust Walden
Massachusetts
$21.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$81.6M
4
State Street
State Street
Massachusetts
$76.6M
5
BlackRock
BlackRock
New York
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
201
Macroview Investment Management
Maryland
$10.1K +$876 +12 +10%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$8.83K +$8.83K +121 New
HFS
203
Hantz Financial Services
Michigan
$8K – – –
KFI
204
Key Financial Inc
Pennsylvania
$7.79K – – –
PFBT
205
Parkside Financial Bank & Trust
Missouri
$7.3K +$4.38K +60 +150%
CWC
206
Carolinas Wealth Consulting
North Carolina
$6.71K – – –
QCG
207
Quadrant Capital Group
Ohio
$6.42K -$8.17K -112 -56%
CPG
208
Cornerstone Planning Group
New Jersey
$6.25K +$6.25K +85 New
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$6.06K -$16.3K -223 -73%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$6K +$63 +1 +1%
TWA
211
TCI Wealth Advisors
Arizona
$5.55K – – –
IFAM
212
Institutional & Family Asset Management
Colorado
$5.47K – – –
IA
213
IFP Advisors
Florida
$4K -$973 -27 -20%
CTC
214
Central Trust Company
Missouri
$2.77K – – –
S
215
SignatureFD
Georgia
$1.97K – – –
EWA
216
EverSource Wealth Advisors
Alabama
$1.9K – – –
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$1.31K +$146 +2 +13%
RFG
218
RFP Financial Group
Georgia
$1.1K +$1.1K +15 New
Point72 Asset Management
219
Point72 Asset Management
Connecticut
$1.02K +$1.02K +14 New
TRCT
220
Tower Research Capital (TRC)
New York
$1K -$1.06M -7,401 -100%
Jones Financial Companies
221
Jones Financial Companies
Missouri
$1K +$1K +10 New
ACM
222
AUA Capital Management
Pennsylvania
$876 – – –
PA
223
Parallel Advisors
California
$803 – – –
SC
224
Schubert & Co
Texas
$730 -$146 -2 -17%
JWA
225
JFS Wealth Advisors
Pennsylvania
$511 +$73 +1 +17%
6 7 8
9
10