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Lakeland Financial Corp
LKFN

Overview Fund Activity

120 hedge funds and large institutions have $422M invested in Lakeland Financial Corp in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
3.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
34
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$60.5M
2
SFM
2
Systematic Financial Management
New Jersey
$2.07M
3
GT
3
Glenmede Trust
Pennsylvania
$10.9M
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.3M

Top Sellers

1
CM
1
CS McKee
Pennsylvania
$15.8M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$13M
4
American Century Companies
4
American Century Companies
Missouri
$11M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$60.5M 1,551,021 +1,214,721 +361%
CWAM
2
Columbia Wanger Asset Management
Illinois
$35.8M 918,597 -8,000 -0.9%
BIT
3
BlackRock Institutional Trust
California
$20.4M 523,667 -6,441 -1%
Victory Capital Management
4
Victory Capital Management
Texas
$18.5M 474,048 +7,550 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18.5M 473,801 +13,700 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.3M 469,889 +14,966 +3%
BFA
7
BlackRock Fund Advisors
California
$17.8M 455,938 -15,612 -3%
Goldman Sachs
8
Goldman Sachs
New York
$16.6M 425,097 -72,198 -15%
Northern Trust
9
Northern Trust
Illinois
$16.2M 415,298 +8,423 +2%
CM
10
CS McKee
Pennsylvania
$15.8M 406,038 -254,607 -39%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$13M 334,600 -118,100 -26%
State Street
12
State Street
Massachusetts
$11.1M 285,396 -2,923 -1%
American Century Companies
13
American Century Companies
Missouri
$11M 281,454 -81,856 -23%
GT
14
Glenmede Trust
Pennsylvania
$10.9M 279,425 +49,614 +22%
WCM
15
Wedge Capital Management
North Carolina
$8.24M 211,332 -14,500 -6%
AL
16
AJO LP
Pennsylvania
$8.22M 210,700 +5,700 +3%
MCM
17
Monarch Capital Management
Indiana
$7.39M 189,416 -10,300 -5%
PI
18
Putnam Investments
Massachusetts
$6.69M 171,435 -33,500 -16%
Ameriprise
19
Ameriprise
Minnesota
$6.32M 162,060 -9,024 -5%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$6.23M 159,800 -60,500 -27%
QBFM
21
QS Batterymarch Financial Management
New York
$4.63M 118,598 -920 -0.8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.61M 118,191 +5,055 +4%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.99M 102,377 -13,785 -12%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.4M 87,086 +14,966 +21%
TCIM
25
TIAA CREF Investment Management
New York
$3.31M 84,827 +8,644 +11%
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