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Lakeland Financial Corp
LKFN

Overview Fund Activity

133 hedge funds and large institutions have $922M invested in Lakeland Financial Corp in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 20 closing their positions.

Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
44
Reduced
54
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$49.2M
2
Charles Schwab
2
Charles Schwab
California
$16.2M
3
Macquarie Group
3
Macquarie Group
Australia
$6M
4
NPIC
4
Neumeier Poma Investment Counsel
California
$15.9M
5
State Street
5
State Street
Massachusetts
$28.1M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$58.7M
2
Franklin Resources
2
Franklin Resources
California
$74.3M
3
MFWM
3
Motley Fool Wealth Management
Virginia
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.12M
5
Ameriprise
5
Ameriprise
Minnesota
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$89.5M 1,920,504 -79,394 -4%
Franklin Resources
2
Franklin Resources
California
$74.3M 1,636,500 -196,730 -11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$60.1M 1,290,956 +17,032 +1%
Victory Capital Management
4
Victory Capital Management
Texas
$58.7M 1,259,209 -1,271,085 -50%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$54.3M 1,164,427 +70,251 +6%
Goldman Sachs
6
Goldman Sachs
New York
$51.6M 1,107,869 -60,282 -5%
SAM
7
Silvercrest Asset Management
New York
$49.2M 1,055,344 +877,445 +493%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$47.5M 1,018,757 -3,690 -0.4%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$45.5M 977,517 -20,877 -2%
Northern Trust
10
Northern Trust
Illinois
$31M 664,998 -11,039 -2%
State Street
11
State Street
Massachusetts
$28.1M 602,942 +75,113 +14%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$21.7M 465,903 -23,132 -5%
SBH
13
Segall Bryant & Hamill
Illinois
$21.2M 454,491 +54,654 +14%
BTW
14
Boston Trust Walden
Massachusetts
$19.7M 422,983 +36,265 +9%
CCM
15
Copeland Capital Management
Pennsylvania
$19.7M 422,052 -16,820 -4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$18.6M 400,235 +18,911 +5%
Charles Schwab
17
Charles Schwab
California
$16.2M 347,420 +188,772 +119%
NPIC
18
Neumeier Poma Investment Counsel
California
$15.9M 342,137 +85,125 +33%
Ameriprise
19
Ameriprise
Minnesota
$14.1M 303,137 -80,112 -21%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$12.3M 263,152 +1,919 +0.7%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$12M 258,020 -14,159 -5%
Renaissance Technologies
22
Renaissance Technologies
New York
$11.2M 240,700 -49,200 -17%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.54M 204,741 +8,020 +4%
MCM
24
Monarch Capital Management
Indiana
$9.41M 201,885 -1,339 -0.7%
TAM
25
Timucuan Asset Management
Florida
$7.59M 162,891 – –
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