LKFN icon

Lakeland Financial Corp
LKFN

Overview Fund Activity

144 hedge funds and large institutions have $965M invested in Lakeland Financial Corp in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
63
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$56.3M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$53M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.42M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$9.68M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$61.2M

Top Sellers

1
SBH
1
Segall Bryant & Hamill
Illinois
$19.2M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$3.74M
3
Millennium Management
3
Millennium Management
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$93.2M -$117K -2,394 -0.1%
Franklin Resources
2
Franklin Resources
California
$89.2M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$61.2M +$1.57M +32,018 +3%
Victory Capital Management
4
Victory Capital Management
Texas
$57.5M +$1.01M +20,655 +2%
Goldman Sachs
5
Goldman Sachs
New York
$56.3M +$3.45M +70,558 +7%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$53M +$2.67M +54,552 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$50.4M -$472K -9,648 -0.9%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$50.1M -$887K -18,135 -2%
Northern Trust
9
Northern Trust
Illinois
$33.4M -$558K -11,405 -2%
VNIM
10
Vaughan Nelson Investment Management
Texas
$32.9M +$697K +14,247 +2%
State Street
11
State Street
Massachusetts
$26.5M +$943K +19,267 +4%
CCM
12
Copeland Capital Management
Pennsylvania
$21.8M +$785K +16,047 +4%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$20.2M -$873K -17,836 -4%
SBH
14
Segall Bryant & Hamill
Illinois
$19.2M -$4.74M -96,814 -20%
BTW
15
Boston Trust Walden
Massachusetts
$18.4M +$329K +6,719 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$17.6M +$356K +7,286 +2%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$15.6M -$63.1K -1,289 -0.4%
Ameriprise
18
Ameriprise
Minnesota
$15M +$1.01M +20,607 +7%
Renaissance Technologies
19
Renaissance Technologies
New York
$13.5M +$357K +7,300 +3%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$12.5M +$1.23M +25,238 +11%
NPIC
21
Neumeier Poma Investment Counsel
California
$12.1M +$945K +19,315 +8%
Stifel Financial
22
Stifel Financial
Missouri
$10M -$440K -8,966 -4%
MCM
23
Monarch Capital Management
Indiana
$9.81M +$197K +4,035 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$9.68M +$1.73M +35,330 +22%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$9.59M +$11.5K +235 +0.1%
1
2 3 4 5