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Lakeland Financial Corp
LKFN

Overview Fund Activity

231 hedge funds and large institutions have $1.49B invested in Lakeland Financial Corp in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 28 closing their positions.

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
73
Reduced
79
Closed
28
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
-$168K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$86.7M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$10.6M
3
State Street
3
State Street
Massachusetts
$95.6M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$21.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$133M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$37M
2
Victory Capital Management
2
Victory Capital Management
Texas
$92.6M
3
Millennium Management
3
Millennium Management
New York
$3.2M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$6.37M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
201
Physician Wealth Advisors
Utah
$5.43K 79 +79 New
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$5.36K 78 – –
BBHC
203
Brown Brothers Harriman & Co
New York
$4.88K 71 – –
UB
204
UMB Bank
Missouri
$3.64K 53 – –
LFA
205
LGT Financial Advisors
Texas
$3.58K 52 – –
RTL
206
Red Tortoise LLC
Georgia
$3.44K 50 – –
WA
207
Whipplewood Advisors
Colorado
$3.16K 46 +46 New
MAS
208
MPWM Advisory Solutions
Georgia
$2.68K 39 +39 New
SPIA
209
Steward Partners Investment Advisory
New York
$2.34K 34 +34 New
WA
210
WPG Advisers
Maryland
$2.2K 32 +32 New
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$2.13K 31 – –
TCM
212
TD Capital Management
Tennessee
$2.08K 30 +30 New
VWM
213
Venturi Wealth Management
Texas
$1.93K 28 – –
S
214
SignatureFD
Georgia
$1.86K 27 – –
EBA
215
Eagle Bay Advisors
New York
$1.79K 26 – –
RIL
216
Rothschild Investment LLC
Illinois
$1.72K 25 +5 +25%
KIG
217
Kessler Investment Group
Indiana
$1.24K 18 – –
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$1.24K 18 – –
C
219
Covestor
United Kingdom
$1K 11 +3 +38%
Simplex Trading
220
Simplex Trading
Illinois
$1K 18 +18 New
FWA
221
FSC Wealth Advisors
New York
$963 14 – –
JWA
222
JFS Wealth Advisors
Pennsylvania
$551 8 – –
BIA
223
Bell Investment Advisors
California
$482 7 +7 New
EWA
224
EverSource Wealth Advisors
Alabama
$481 7 +7 New
AWM
225
Abound Wealth Management
Tennessee
$207 3 – –
7 8
9
10 11