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Lakeland Financial Corp
LKFN

Overview Fund Activity

214 hedge funds and large institutions have $1.29B invested in Lakeland Financial Corp in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-14
Holders Change %
-6.14%
% of All Funds
3.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
87
Reduced
84
Closed
24
Calls
$507K
Puts
$69K
Net Calls
+$438K
Net Calls Change
+$438K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$27.5M
2
Ameriprise
2
Ameriprise
Minnesota
$30.4M
3
BlackRock
3
BlackRock
New York
$238M
4
SFC
4
SYM Financial Corp
Indiana
$5.84M
5
State Street
5
State Street
Massachusetts
$69.6M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$22.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.38M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$284K
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
201
SignatureFD
Georgia
$1.69K – – –
EWA
202
EverSource Wealth Advisors
Alabama
$1.63K – – –
NA
203
NewEdge Advisors
Louisiana
$1.19K -$10.6K -169 -90%
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$1.13K – – –
Toronto Dominion Bank
205
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +12 New
RFG
206
RFP Financial Group
Georgia
$940 – – –
BIA
207
Bell Investment Advisors
California
$940 +$940 +15 New
SC
208
Schubert & Co
Texas
$502 -$126 -2 -20%
JWA
209
JFS Wealth Advisors
Pennsylvania
$502 +$63 +1 +14%
ECM
210
Everence Capital Management
Indiana
$323 – – –
Commonwealth Equity Services
211
Commonwealth Equity Services
Massachusetts
$240 +$6 +95 +3%
DI
212
Disciplined Investments
Oklahoma
$188 +$63 +1 +50%
GRP
213
Global Retirement Partners
California
$95 +$95 +2 New
SIC
214
SJS Investment Consulting
Ohio
$63 -$252 -4 -80%
SVCP
215
Silicon Valley Capital Partners
California
$17 -$20 – –
Tudor Investment Corp
216
Tudor Investment Corp
Connecticut
– -$3.27M -44,866 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
217
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.92M -40,000 Closed
SGI
218
Summit Global Investments
Utah
– -$598K -8,200 Closed
Marshall Wace
219
Marshall Wace
United Kingdom
– -$567K -7,765 Closed
M1FG
220
Mach-1 Financial Group
Arkansas
– -$518K -7,092 Closed
BF
221
BOK Financial
Oklahoma
– -$495K -6,783 Closed
Wellington Management Group
222
Wellington Management Group
Massachusetts
– -$475K -6,506 Closed
State of New Jersey Common Pension Fund D
223
State of New Jersey Common Pension Fund D
New Jersey
– -$414K -5,667 Closed
Jane Street
224
Jane Street
New York
– -$312K -4,282 Closed
GCP
225
GSA Capital Partners
United Kingdom
– -$247K -3,391 Closed
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