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Lakeland Financial Corp
LKFN

Overview Fund Activity

115 hedge funds and large institutions have $474M invested in Lakeland Financial Corp in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
47
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTW
1
Boston Trust Walden
Massachusetts
$7.24M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$60.2M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.7M
4
GT
4
Glenmede Trust
Pennsylvania
$18.5M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.27M

Top Sellers

1
NAP
1
New Amsterdam Partners
New York
$0
2
MCM
2
McKinley Capital Management
Alaska
$0
3
PI
3
Putnam Investments
Massachusetts
$5.05M
4
BFA
4
BlackRock Fund Advisors
California
$18.2M
5
BIT
5
BlackRock Institutional Trust
California
$23.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$60.2M 1,386,979 +86,797 +7%
CWAM
2
Columbia Wanger Asset Management
Illinois
$42M 968,166 +14,469 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.7M 615,853 +28,313 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$26.6M 613,922 +10,821 +2%
BIT
5
BlackRock Institutional Trust
California
$23.1M 531,490 -24,052 -4%
Victory Capital Management
6
Victory Capital Management
Texas
$22.4M 516,760 -3,300 -0.6%
Goldman Sachs
7
Goldman Sachs
New York
$18.6M 428,430 -7,251 -2%
Northern Trust
8
Northern Trust
Illinois
$18.6M 428,136 +8,503 +2%
GT
9
Glenmede Trust
Pennsylvania
$18.5M 426,103 +24,927 +6%
BFA
10
BlackRock Fund Advisors
California
$18.2M 420,384 -29,735 -7%
WC
11
Walthausen & Co
New York
$17.4M 401,300 -1,150 -0.3%
State Street
12
State Street
Massachusetts
$12M 277,098 +1,763 +0.6%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$10.3M 237,800 -8,500 -3%
NPIC
14
Neumeier Poma Investment Counsel
California
$9.99M 230,285 +1,150 +0.5%
Ameriprise
15
Ameriprise
Minnesota
$9.13M 210,513 -60 -0%
1SB
16
1ST Source Bank
Indiana
$8.7M 200,705 -23,900 -11%
WCM
17
Wedge Capital Management
North Carolina
$7.33M 168,955 -6,450 -4%
BTW
18
Boston Trust Walden
Massachusetts
$7.24M 167,005 +167,005 New
MCM
19
Monarch Capital Management
Indiana
$7.17M 165,301 +1,138 +0.7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.6M 152,232 +4,255 +3%
CM
21
CS McKee
Pennsylvania
$5.72M 131,974 -6,570 -5%
SBH
22
Segall Bryant & Hamill
Illinois
$5.52M 127,258 +1,727 +1%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$5.27M 121,524 +18,873 +18%
PI
24
Putnam Investments
Massachusetts
$5.05M 116,435 -34,400 -23%
OCG
25
Opus Capital Group
Ohio
$4.28M 98,721 -1,303 -1%
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