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Lakeland Financial Corp
LKFN

Overview Fund Activity

120 hedge funds and large institutions have $740M invested in Lakeland Financial Corp in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
120
Holders Change
-7
Holders Change %
-5.51%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
47
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$72.9M
2
Franklin Resources
2
Franklin Resources
California
$82.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$12.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$34.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$11.2M

Top Sellers

1
NPIC
1
Neumeier Poma Investment Counsel
California
$18.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.58M
4
SBH
4
Segall Bryant & Hamill
Illinois
$7.73M
5
BTW
5
Boston Trust Walden
Massachusetts
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$82.6M 1,916,350 +116,000 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.8M 1,828,215 -21,795 -1%
BlackRock
3
BlackRock
New York
$72.9M 1,691,015 +1,684,771 +26,982%
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.5M 1,055,655 +35,653 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$44M 1,020,218 +28,198 +3%
Victory Capital Management
6
Victory Capital Management
Texas
$39.3M 911,935 +7,209 +0.8%
VNIM
7
Vaughan Nelson Investment Management
Texas
$36.2M 840,496 +14,574 +2%
Goldman Sachs
8
Goldman Sachs
New York
$34.8M 806,256 +89,271 +12%
Northern Trust
9
Northern Trust
Illinois
$28M 650,333 +9,824 +2%
CWAM
10
Columbia Wanger Asset Management
Illinois
$25.2M 583,598 +15,506 +3%
State Street
11
State Street
Massachusetts
$19.6M 454,854 -6,108 -1%
NPIC
12
Neumeier Poma Investment Counsel
California
$18.2M 421,817 -103,650 -20%
BTW
13
Boston Trust Walden
Massachusetts
$13.4M 311,694 -28,182 -8%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$13.2M 305,057 +4,457 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$12.5M 290,127 +98,331 +51%
Stifel Financial
16
Stifel Financial
Missouri
$11.2M 258,654 +39,940 +18%
WC
17
Walthausen & Co
New York
$11.1M 258,357 -16,736 -6%
MCM
18
Monarch Capital Management
Indiana
$9.33M 216,364 -8,037 -4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$9.12M 211,517 +7,437 +4%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$7.9M 183,310 -4,630 -2%
SBH
21
Segall Bryant & Hamill
Illinois
$7.73M 179,357 -31,821 -15%
Ameriprise
22
Ameriprise
Minnesota
$6.57M 152,252 -24,439 -14%
RHCA
23
Rosenthal Henry Capital Advisors
Indiana
$6.29M 145,874 +6,200 +4%
1SB
24
1ST Source Bank
Indiana
$5.26M 121,860 -13,650 -10%
Charles Schwab
25
Charles Schwab
California
$4.58M 106,266 +5,796 +6%
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