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Lakeland Financial Corp
LKFN

Overview Fund Activity

139 hedge funds and large institutions have $789M invested in Lakeland Financial Corp in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
139
Holders Change
+6
Holders Change %
+4.51%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
43
Reduced
50
Closed
14
Calls
$317K
Puts
$90K
Net Calls
+$227K
Net Calls Change
+$227K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$28M
2
SBH
2
Segall Bryant & Hamill
Illinois
$26M
3
CCM
3
Copeland Capital Management
Pennsylvania
$20.8M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.56M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.04M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$36.1M
2
Franklin Resources
2
Franklin Resources
California
$56.5M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$12.2M
4
BlackRock
4
BlackRock
New York
$72.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$48.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$72.6M 1,762,515 -157,989 -8%
Franklin Resources
2
Franklin Resources
California
$56.5M 1,371,502 -264,998 -16%
Victory Capital Management
3
Victory Capital Management
Texas
$51.6M 1,253,073 -6,136 -0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$48.8M 1,184,340 -106,616 -8%
Goldman Sachs
5
Goldman Sachs
New York
$44.4M 1,077,564 -30,305 -3%
SAM
6
Silvercrest Asset Management
New York
$42.7M 1,036,637 -18,707 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$40M 970,641 -48,116 -5%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$39.1M 949,972 -27,545 -3%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$36.1M 876,825 -287,602 -25%
Ameriprise
10
Ameriprise
Minnesota
$28M 679,369 +376,232 +124%
Northern Trust
11
Northern Trust
Illinois
$26.9M 652,653 -12,345 -2%
SBH
12
Segall Bryant & Hamill
Illinois
$26M 632,138 +177,647 +39%
State Street
13
State Street
Massachusetts
$23.5M 571,307 -31,635 -5%
CCM
14
Copeland Capital Management
Pennsylvania
$20.8M 505,848 +83,796 +20%
BTW
15
Boston Trust Walden
Massachusetts
$18.2M 442,313 +19,330 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$16.5M 400,293 +58 +0%
Charles Schwab
17
Charles Schwab
California
$15.4M 373,841 +26,421 +8%
NPIC
18
Neumeier Poma Investment Counsel
California
$14.3M 348,237 +6,100 +2%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$12.2M 296,607 -169,296 -36%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$10.4M 245,446 -17,706 -7%
MCM
21
Monarch Capital Management
Indiana
$8.31M 201,591 -294 -0.1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$8.08M 196,175 -8,566 -4%
Renaissance Technologies
23
Renaissance Technologies
New York
$7.76M 188,400 -52,300 -22%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$6.93M 168,165 -89,855 -35%
TAM
25
Timucuan Asset Management
Florida
$6.74M 163,541 +650 +0.4%
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