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Lakeland Financial Corp
LKFN

Overview Fund Activity

136 hedge funds and large institutions have $760M invested in Lakeland Financial Corp in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
59
Reduced
42
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$93M
2
SAM
Silvercrest Asset Management
New York
$6.54M
3
BlackRock
BlackRock
New York
$73.5M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$18M
5
Ameriprise
Ameriprise
Minnesota
$14.1M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$0
2
Stifel Financial
Stifel Financial
Missouri
$622K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.12M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$0
5
VOYA Investment Management
VOYA Investment Management
Georgia
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
1
Victory Capital Management
Texas
$93M +$49.8M +1,355,846 +115%
BlackRock
2
BlackRock
New York
$73.5M +$3.49M +95,002 +5%
Franklin Resources
3
Franklin Resources
California
$67.4M +$364K +9,900 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$46.8M +$881K +23,964 +2%
Goldman Sachs
5
Goldman Sachs
New York
$42.9M +$627K +17,075 +1%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$40.2M +$430K +11,707 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$37.6M -$283K -7,697 -0.7%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$36.7M -$960K -26,109 -3%
Northern Trust
9
Northern Trust
Illinois
$24.8M -$264K -7,173 -1%
State Street
10
State Street
Massachusetts
$19.4M -$523K -14,229 -3%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$18M +$2.8M +76,302 +18%
CCM
12
Copeland Capital Management
Pennsylvania
$16.1M -$263K -7,145 -2%
SBH
13
Segall Bryant & Hamill
Illinois
$14.7M +$260K +7,068 +2%
BTW
14
Boston Trust Walden
Massachusetts
$14.2M +$388K +10,563 +3%
Ameriprise
15
Ameriprise
Minnesota
$14.1M +$2.8M +76,052 +25%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$14M +$817K +22,228 +6%
Renaissance Technologies
17
Renaissance Technologies
New York
$10.7M +$533K +14,500 +5%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$10.2M +$243K +6,237 +2%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$10M -$1.69M -46,077 -14%
NPIC
20
Neumeier Poma Investment Counsel
California
$9.45M +$328K +8,933 +4%
MCM
21
Monarch Capital Management
Indiana
$7.47M +$99.3K +2,702 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.23M -$43.2K -1,176 -0.6%
SAM
23
Silvercrest Asset Management
New York
$6.54M +$6.54M +177,899 New
MFWM
24
Motley Fool Wealth Management
Virginia
$6.33M -$341K -9,270 -5%
TAM
25
Timucuan Asset Management
Florida
$5.99M +$281K +7,650 +5%
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