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Lakeland Financial Corp
LKFN

Overview Fund Activity

113 hedge funds and large institutions have $588M invested in Lakeland Financial Corp in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 93 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
113
Holders Change
+7
Holders Change %
+6.6%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
93
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$63.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$62.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$35.1M
4
Victory Capital Management
4
Victory Capital Management
Texas
$33.3M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$31.6M

Top Sellers

1
OCG
1
Opus Capital Group
Ohio
$0
2
1SB
2
1ST Source Bank
Indiana
$4.38M
3
Ohio Public Employees Retirement System (OPERS)
3
Ohio Public Employees Retirement System (OPERS)
Ohio
$0
4
PI
4
Putnam Investments
Massachusetts
$2.61M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$63.6M 1,796,650 +692,150 +63%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$62.6M 1,766,815 +564,238 +47%
Vanguard Group
3
Vanguard Group
Pennsylvania
$35.1M 991,087 +337,661 +52%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$33.8M 953,693 +283,875 +42%
Victory Capital Management
5
Victory Capital Management
Texas
$33.3M 940,559 +328,074 +54%
VNIM
6
Vaughan Nelson Investment Management
Texas
$31.6M 892,337 +289,537 +48%
BIT
7
BlackRock Institutional Trust
California
$26.6M 749,650 +252,365 +51%
Goldman Sachs
8
Goldman Sachs
New York
$24.8M 699,841 +231,883 +50%
Northern Trust
9
Northern Trust
Illinois
$24.1M 680,902 +236,238 +53%
BFA
10
BlackRock Fund Advisors
California
$23.9M 674,268 +253,770 +60%
CWAM
11
Columbia Wanger Asset Management
Illinois
$18M 507,295 +189,822 +60%
NPIC
12
Neumeier Poma Investment Counsel
California
$17.5M 495,456 +189,216 +62%
State Street
13
State Street
Massachusetts
$15M 423,490 +150,603 +55%
WC
14
Walthausen & Co
New York
$13.5M 381,088 +126,502 +50%
BTW
15
Boston Trust Walden
Massachusetts
$12.5M 353,850 +117,636 +50%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$10.6M 300,600 +100,200 +50%
WCM
17
Wedge Capital Management
North Carolina
$8.4M 237,220 +76,386 +47%
MCM
18
Monarch Capital Management
Indiana
$8.18M 230,803 +75,753 +49%
SBH
19
Segall Bryant & Hamill
Illinois
$7.48M 211,051 +70,698 +50%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$7.4M 209,002 +53,874 +35%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$6.98M 197,102 +67,279 +52%
Stifel Financial
22
Stifel Financial
Missouri
$6.73M 189,706 +89,606 +90%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.31M 178,106 +56,976 +47%
Ameriprise
24
Ameriprise
Minnesota
$5.75M 162,449 +58,682 +57%
1SB
25
1ST Source Bank
Indiana
$4.38M 123,710 -46,797 -27%
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