LKFN icon

Lakeland Financial Corp
LKFN

Overview Fund Activity

140 hedge funds and large institutions have $848M invested in Lakeland Financial Corp in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
59
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$18M
2
Millennium Management
2
Millennium Management
New York
$15.1M
3
BlackRock
3
BlackRock
New York
$87.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$50.6M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$50.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$43M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$9.22M
3
NPIC
3
Neumeier Poma Investment Counsel
California
$16.1M
4
Franklin Resources
4
Franklin Resources
California
$83.5M
5
State Street
5
State Street
Massachusetts
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$87.8M 1,899,704 +206,682 +12%
Franklin Resources
2
Franklin Resources
California
$83.5M 1,806,697 -38,802 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$52.6M 1,137,227 +20,201 +2%
Goldman Sachs
4
Goldman Sachs
New York
$50.6M 1,093,842 +189,457 +21%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$50.2M 1,086,450 +92,780 +9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$47.6M 1,028,597 +8,130 +0.8%
Victory Capital Management
7
Victory Capital Management
Texas
$43.9M 948,872 -754 -0.1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$43M 930,029 -620,000 -40%
VNIM
9
Vaughan Nelson Investment Management
Texas
$40.6M 878,934 +30,687 +4%
Northern Trust
10
Northern Trust
Illinois
$30.9M 668,803 +3,354 +0.5%
State Street
11
State Street
Massachusetts
$22.6M 489,701 -20,934 -4%
Ameriprise
12
Ameriprise
Minnesota
$18M 389,029 +258,809 +199%
SBH
13
Segall Bryant & Hamill
Illinois
$17.6M 380,763 +3,117 +0.8%
NPIC
14
Neumeier Poma Investment Counsel
California
$16.1M 347,358 -66,245 -16%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$15.3M 330,979 +59,037 +22%
Millennium Management
16
Millennium Management
New York
$15.1M 326,463 +231,781 +245%
Stifel Financial
17
Stifel Financial
Missouri
$13.9M 299,311 +22,082 +8%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$12.7M 275,169 +23,961 +10%
WC
19
Walthausen & Co
New York
$11.8M 255,796 +1,940 +0.8%
BTW
20
Boston Trust Walden
Massachusetts
$11.4M 245,592 -17,330 -7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$10.9M 235,272 +4,596 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$9.22M 199,446 -95,785 -32%
MCM
23
Monarch Capital Management
Indiana
$8.91M 192,727 +1,291 +0.7%
Charles Schwab
24
Charles Schwab
California
$5.92M 127,988 +3,846 +3%
RHCA
25
Rosenthal Henry Capital Advisors
Indiana
$5.69M 123,174 +200 +0.2%
1
2 3 4 5