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Lakeland Financial Corp
LKFN

Overview Fund Activity

199 hedge funds and large institutions have $984M invested in Lakeland Financial Corp in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 85 reducing their positions, and 21 closing their positions.

Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
61
Reduced
85
Closed
21
Calls
$151K
Puts
$57K
Net Calls
+$94K
Net Calls Change
-$196K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$68.9M
2
CCM
2
Copeland Capital Management
Pennsylvania
$35M
3
SAM
3
Silvercrest Asset Management
New York
$41.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.61M
5
BlackRock
5
BlackRock
New York
$174M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$17.9M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$56.3M
3
Invesco
3
Invesco
Georgia
$2.82M
4
State Street
4
State Street
Massachusetts
$53.4M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$6.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Marshall Wace
201
Marshall Wace
United Kingdom
– – -11,708 Closed
QC
202
Quadrature Capital
United Kingdom
– – -11,592 Closed
TI
203
Trexquant Investment
Connecticut
– – -9,106 Closed
VI
204
Versor Investments
New York
– – -8,669 Closed
PMEF
205
Point72 Middle East FZE
United Arab Emirates
– – -7,549 Closed
Allianz Asset Management
206
Allianz Asset Management
Germany
– – -7,200 Closed
XT
207
XTX Topco
Cayman Islands
– – -6,639 Closed
EGM
208
Engineers Gate Manager
New York
– – -6,151 Closed
HSBC Holdings
209
HSBC Holdings
United Kingdom
– – -5,943 Closed
ECM
210
Everence Capital Management
Indiana
– – -5,160 Closed
HWAM
211
Hennion & Walsh Asset Management
New Jersey
– – -4,499 Closed
Teacher Retirement System of Texas
212
Teacher Retirement System of Texas
Texas
– – -4,189 Closed
Allspring Global Investments
213
Allspring Global Investments
North Carolina
– – -825 Closed
PI
214
PineBridge Investments
New York
– – -317 Closed
CWC
215
Carolinas Wealth Consulting
North Carolina
– – -92 Closed
CPG
216
Cornerstone Planning Group
New Jersey
– – -85 Closed
QL
217
Quarry LP
New York
– – -82 Closed
MCM
218
Manchester Capital Management
Vermont
– – -13 Closed
DI
219
Disciplined Investments
Oklahoma
– – -2 Closed
OLVIG
220
Oliver Lagore Vanvalin Investment Group
Michigan
– – – –
SFG
221
Steward Financial Group
Texas
$0 3 +3 New
5 6 7 8
9