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Lakeland Financial Corp
LKFN

Overview Fund Activity

127 hedge funds and large institutions have $802M invested in Lakeland Financial Corp in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 8 closing their positions.

Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
41
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$16.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$41.9M
3
MFWM
3
Motley Fool Wealth Management
Virginia
$3.89M
4
Stifel Financial
4
Stifel Financial
Missouri
$13.8M
5
Franklin Resources
5
Franklin Resources
California
$89.4M

Top Sellers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$22.9M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$11.6M
3
BlackRock
3
BlackRock
New York
$75.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$81.6M
5
BTW
5
Boston Trust Walden
Massachusetts
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$89.4M 1,948,115 +31,765 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$81.6M 1,779,615 -48,600 -3%
BlackRock
3
BlackRock
New York
$75.1M 1,637,488 -53,527 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$49.6M 1,081,120 +25,465 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$46.7M 1,017,882 -2,336 -0.2%
Goldman Sachs
6
Goldman Sachs
New York
$41.9M 912,929 +106,673 +13%
Victory Capital Management
7
Victory Capital Management
Texas
$41.7M 908,780 -3,155 -0.3%
VNIM
8
Vaughan Nelson Investment Management
Texas
$37.9M 825,234 -15,262 -2%
Northern Trust
9
Northern Trust
Illinois
$30.2M 659,301 +8,968 +1%
CWAM
10
Columbia Wanger Asset Management
Illinois
$22.9M 498,380 -85,218 -15%
State Street
11
State Street
Massachusetts
$22.1M 482,021 +27,167 +6%
NPIC
12
Neumeier Poma Investment Counsel
California
$19.3M 421,305 -512 -0.1%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$16.1M 350,265 +350,265 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$14.1M 306,500 +16,373 +6%
Stifel Financial
15
Stifel Financial
Missouri
$13.8M 299,715 +41,061 +16%
BTW
16
Boston Trust Walden
Massachusetts
$12.5M 273,465 -38,229 -12%
WC
17
Walthausen & Co
New York
$11.8M 257,101 -1,256 -0.5%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$11.6M 250,446 -54,611 -18%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$10.1M 219,162 +7,645 +4%
MCM
20
Monarch Capital Management
Indiana
$9.54M 207,833 -8,531 -4%
SBH
21
Segall Bryant & Hamill
Illinois
$9.31M 202,960 +23,603 +13%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$8.41M 183,275 -35 -0%
RHCA
23
Rosenthal Henry Capital Advisors
Indiana
$6.89M 150,174 +4,300 +3%
Ameriprise
24
Ameriprise
Minnesota
$6.6M 143,874 -8,378 -6%
1SB
25
1ST Source Bank
Indiana
$5.59M 121,810 -50 -0%
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