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Lakeland Financial Corp
LKFN

Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in Lakeland Financial Corp in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 88 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+18
Holders Change %
+8.7%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
67
Reduced
88
Closed
13
Calls
$564K
Puts
$133K
Net Calls
+$431K
Net Calls Change
-$1.07M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$57M
2
BlackRock
BlackRock
New York
$249M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$53.4M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$38.3M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$1.73M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$10.4M
2
Morgan Stanley
Morgan Stanley
New York
$16.7M
3
SAM
Silvercrest Asset Management
New York
$49.9M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$19.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$5.44K – – –
HFS
202
Hantz Financial Services
Michigan
$5K -$1.46K -24 -23%
IFAM
203
Institutional & Family Asset Management
Colorado
$4.38K – – –
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$3.85K +$3.85K +58 New
LFA
205
LGT Financial Advisors
Texas
$3.45K – – –
RTL
206
Red Tortoise LLC
Georgia
$3.32K – – –
CTA
207
Colonial Trust Advisors
South Carolina
$2.79K +$2.79K +42 New
OC
208
Oakworth Capital
Alabama
$2.65K – – –
PCWA
209
Pacific Capital Wealth Advisors
California
$2.65K +$2.65K +40 New
SPIA
210
Steward Partners Investment Advisory
New York
$2.59K +$2.59K +39 New
S
211
SignatureFD
Georgia
$1.79K – – –
EBA
212
Eagle Bay Advisors
New York
$1.72K +$1.72K +26 New
HIA
213
Harbor Investment Advisory
Maryland
$1.66K +$1.66K +25 New
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$1.19K – – –
KIG
215
Kessler Investment Group
Indiana
$1.19K +$1.19K +18 New
UB
216
UMB Bank
Missouri
$796 +$796 +12 New
JWA
217
JFS Wealth Advisors
Pennsylvania
$531 – – –
A
218
AlphaQuest
New York
$531 +$531 +8 New
AWM
219
Abound Wealth Management
Tennessee
$398 – – –
RIL
220
Rothschild Investment LLC
Illinois
$332 +$332 +5 New
ECM
221
Everence Capital Management
Indiana
$205 – – –
SIC
222
SJS Investment Consulting
Ohio
$199 -$66 -1 -25%
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$67 -$67 -1 -50%
FFA
224
Farther Finance Advisors
California
$65 – – –
Two Sigma Advisers
225
Two Sigma Advisers
New York
– -$1.67M -25,600 Closed
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