LKFN icon

Lakeland Financial Corp
LKFN

Overview Fund Activity

234 hedge funds and large institutions have $1.39B invested in Lakeland Financial Corp in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+17
Holders Change %
+7.83%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
82
Reduced
80
Closed
16
Calls
$189K
Puts
$7K
Net Calls
+$182K
Net Calls Change
+$78K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$19.3M
2
Millennium Management
2
Millennium Management
New York
$6.06M
3
SAM
3
Silvercrest Asset Management
New York
$58.9M
4
EAM
4
Eagle Asset Management
Florida
$18.1M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$4.47M

Top Sellers

1
BTW
1
Boston Trust Walden
Massachusetts
$0
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$9.04M
3
Victory Capital Management
3
Victory Capital Management
Texas
$96.7M
4
NPIC
4
Neumeier Poma Investment Counsel
California
$31.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$765K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Clearstead Advisors
Ohio
$12.4K – – –
PS
202
Principal Securities
Iowa
$12K +$1.17K +18 +11%
HWM
203
Hemington Wealth Management
Virginia
$9K +$9K +145 New
PFBT
204
Parkside Financial Bank & Trust
Missouri
$7.62K – – –
HCA
205
Harbor Capital Advisors
Illinois
$6K +$6K +93 New
SCM
206
Sterling Capital Management
North Carolina
$5.28K +$5.28K +81 New
GWM
207
Geneos Wealth Management
Colorado
$5.21K +$5.21K +80 New
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$5.08K -$260 -4 -5%
HFS
209
Hantz Financial Services
Michigan
$5K – – –
BBHC
210
Brown Brothers Harriman & Co
New York
$4.62K +$4.62K +71 New
ATS
211
Ashton Thomas Securities
New York
$3.91K +$3.91K +60 New
QL
212
Quarry LP
New York
$3.65K -$1.43K -22 -28%
UB
213
UMB Bank
Missouri
$3.45K +$1.89K +29 +121%
LFA
214
LGT Financial Advisors
Texas
$3.39K – – –
RTL
215
Red Tortoise LLC
Georgia
$3.26K – – –
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$2.02K -$78.2K -1,200 -97%
VWM
217
Venturi Wealth Management
Texas
$1.82K -$29.7K -456 -94%
S
218
SignatureFD
Georgia
$1.76K – – –
EBA
219
Eagle Bay Advisors
New York
$1.69K – – –
RIL
220
Rothschild Investment LLC
Illinois
$1.3K +$976 +15 +300%
KIG
221
Kessler Investment Group
Indiana
$1.17K – – –
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$1.17K – – –
CPA
223
Capital Performance Advisors
California
$1.11K +$1.11K +17 New
AIM
224
Anchor Investment Management
South Carolina
$1.04K +$1.04K +16 New
C
225
Covestor
United Kingdom
$1K -$750 -6 -43%
6 7 8
9
10