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Lakeland Financial Corp
LKFN

Overview Fund Activity

135 hedge funds and large institutions have $870M invested in Lakeland Financial Corp in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 54 reducing their positions, and 11 closing their positions.

Holders
135
Holders Change
+12
Holders Change %
+9.76%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
36
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$48.2M
2
SBH
2
Segall Bryant & Hamill
Illinois
$18.3M
3
State Street
3
State Street
Massachusetts
$24.8M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$13.2M
5
PPA
5
Parametric Portfolio Associates
Washington
$2.09M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Millennium Management
3
Millennium Management
New York
$4.59M
4
Stifel Financial
4
Stifel Financial
Missouri
$13.5M
5
1SB
5
1ST Source Bank
Indiana
$4.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$89.5M 1,845,499 -67 -0%
BlackRock
2
BlackRock
New York
$82.1M 1,693,022 -14,137 -0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$75.2M 1,550,029 -123,169 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$54.2M 1,117,026 +1,085 +0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.5M 1,020,467 +9,351 +0.9%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$48.2M 993,670 +362,425 +57%
Victory Capital Management
7
Victory Capital Management
Texas
$46M 949,626 -923 -0.1%
Goldman Sachs
8
Goldman Sachs
New York
$43.9M 904,385 -17,294 -2%
VNIM
9
Vaughan Nelson Investment Management
Texas
$41.1M 848,247 -9,862 -1%
Northern Trust
10
Northern Trust
Illinois
$32.3M 665,449 +7,238 +1%
State Street
11
State Street
Massachusetts
$24.8M 510,635 +32,189 +7%
NPIC
12
Neumeier Poma Investment Counsel
California
$20.1M 413,603 -3,577 -0.9%
SBH
13
Segall Bryant & Hamill
Illinois
$18.3M 377,646 +178,286 +89%
CWAM
14
Columbia Wanger Asset Management
Illinois
$15.1M 311,780 +18,557 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14.3M 295,231 -6,308 -2%
Stifel Financial
16
Stifel Financial
Missouri
$13.5M 277,229 -31,748 -10%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$13.2M 271,942 +30,116 +12%
BTW
18
Boston Trust Walden
Massachusetts
$12.7M 262,922 -6,943 -3%
WC
19
Walthausen & Co
New York
$12.3M 253,856 -1,835 -0.7%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$12.2M 251,208 +1,362 +0.5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$11.2M 230,676 +6,947 +3%
MCM
22
Monarch Capital Management
Indiana
$9.28M 191,436 -13,516 -7%
Ameriprise
23
Ameriprise
Minnesota
$6.31M 130,220 +4,154 +3%
Charles Schwab
24
Charles Schwab
California
$6.02M 124,142 +17,002 +16%
RHCA
25
Rosenthal Henry Capital Advisors
Indiana
$5.96M 122,974 -26 -0%
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