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Lakeland Financial Corp
LKFN

Overview Fund Activity

127 hedge funds and large institutions have $806M invested in Lakeland Financial Corp in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 6 closing their positions.

Holders
127
Holders Change
+14
Holders Change %
+12.39%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
44
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RHCA
1
Rosenthal Henry Capital Advisors
Indiana
$6.62M
2
BFA
2
BlackRock Fund Advisors
California
$37.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.03M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$87.6M
5
CWAM
5
Columbia Wanger Asset Management
Illinois
$26.9M

Top Sellers

1
WCM
1
Wedge Capital Management
North Carolina
$4.98M
2
WC
2
Walthausen & Co
New York
$13M
3
DIA
3
Dean Investment Associates
Ohio
$0
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$39.1M
5
Northern Trust
5
Northern Trust
Illinois
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$87.6M 1,850,010 +83,195 +5%
Franklin Resources
2
Franklin Resources
California
$85.3M 1,800,350 +3,700 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$48.3M 1,020,002 +28,915 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$47M 992,020 +38,327 +4%
Victory Capital Management
5
Victory Capital Management
Texas
$42.8M 904,726 -35,833 -4%
VNIM
6
Vaughan Nelson Investment Management
Texas
$39.1M 825,922 -66,415 -7%
BFA
7
BlackRock Fund Advisors
California
$37.8M 797,284 +123,016 +18%
BIT
8
BlackRock Institutional Trust
California
$35.8M 756,159 +6,509 +0.9%
Goldman Sachs
9
Goldman Sachs
New York
$34M 716,985 +17,144 +2%
Northern Trust
10
Northern Trust
Illinois
$30.3M 640,509 -40,393 -6%
CWAM
11
Columbia Wanger Asset Management
Illinois
$26.9M 568,092 +60,797 +12%
NPIC
12
Neumeier Poma Investment Counsel
California
$24.9M 525,467 +30,011 +6%
State Street
13
State Street
Massachusetts
$21.8M 460,962 +37,472 +9%
BTW
14
Boston Trust Walden
Massachusetts
$16.1M 339,876 -13,974 -4%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$14.2M 300,600 – –
WC
16
Walthausen & Co
New York
$13M 275,093 -105,995 -28%
MCM
17
Monarch Capital Management
Indiana
$10.6M 224,401 -6,402 -3%
Stifel Financial
18
Stifel Financial
Missouri
$10.4M 218,714 +29,008 +15%
SBH
19
Segall Bryant & Hamill
Illinois
$10M 211,178 +127 +0.1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$9.67M 204,080 +6,978 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.08M 191,796 +13,690 +8%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$8.9M 187,940 -21,062 -10%
Ameriprise
23
Ameriprise
Minnesota
$8.37M 176,691 +14,242 +9%
RHCA
24
Rosenthal Henry Capital Advisors
Indiana
$6.62M 139,674 +139,674 New
1SB
25
1ST Source Bank
Indiana
$6.42M 135,510 +11,800 +10%
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