LKFN icon

Lakeland Financial Corp

110 hedge funds and large institutions have $511M invested in Lakeland Financial Corp in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
42
Reduced
42
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$55.5M -$8.38M -274,638 -13%
Franklin Resources
2
Franklin Resources
California
$31.6M +$5.27M +172,650 +20%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$31.4M +$1.25M +41,118 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$29.9M +$648K +21,218 +2%
Victory Capital Management
5
Victory Capital Management
Texas
$28.5M +$536K +17,550 +2%
VNIM
6
Vaughan Nelson Investment Management
Texas
$26.3M +$5.69M +186,488 +28%
BIT
7
BlackRock Institutional Trust
California
$23.5M +$200K +6,555 +0.9%
Goldman Sachs
8
Goldman Sachs
New York
$21.6M +$1.05M +34,381 +5%
Northern Trust
9
Northern Trust
Illinois
$20.3M +$392K +12,855 +2%
BFA
10
BlackRock Fund Advisors
California
$19.4M -$474K -15,523 -2%
GT
11
Glenmede Trust
Pennsylvania
$17M +$619K +20,274 +4%
CWAM
12
Columbia Wanger Asset Management
Illinois
$15.4M -$21.2M -693,476 -58%
State Street
13
State Street
Massachusetts
$12.7M -$20.4K -669 -0.2%
NPIC
14
Neumeier Poma Investment Counsel
California
$12.5M +$575K +18,832 +5%
WC
15
Walthausen & Co
New York
$11.7M -$1.16M -37,967 -9%
BTW
16
Boston Trust Walden
Massachusetts
$10.9M +$4.33M +141,755 +66%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$9.24M
1SB
18
1ST Source Bank
Indiana
$9.09M -$51.4K -1,685 -0.6%
WCM
19
Wedge Capital Management
North Carolina
$7.52M -$115K -3,757 -2%
MCM
20
Monarch Capital Management
Indiana
$7.16M +$58.8K +1,927 +0.8%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$6.59M +$1.12M +36,812 +21%
SBH
22
Segall Bryant & Hamill
Illinois
$5.73M -$217K -7,096 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.52M +$52.2K +1,710 +1%
Ameriprise
24
Ameriprise
Minnesota
$4.7M -$3.6M -117,928 -43%
Stifel Financial
25
Stifel Financial
Missouri
$4.46M +$903K +29,596 +25%