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Lakeland Financial Corp
LKFN

Overview Fund Activity

145 hedge funds and large institutions have $1.02B invested in Lakeland Financial Corp in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
46
Reduced
56
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$65.2M
2
NPIC
2
Neumeier Poma Investment Counsel
California
$23.5M
3
MPAM
3
Monarch Partners Asset Management
Massachusetts
$4.4M
4
BlackRock
4
BlackRock
New York
$98.5M
5
Victory Capital Management
5
Victory Capital Management
Texas
$70.9M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$61.9M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$584K
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$40.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$11.6M
5
BTW
5
Boston Trust Walden
Massachusetts
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$98.5M +$4.09M +76,329 +4%
Victory Capital Management
2
Victory Capital Management
Texas
$70.9M +$3.78M +70,475 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$65.3M +$1.8M +33,633 +3%
SAM
4
Silvercrest Asset Management
New York
$65.2M +$9.66M +180,363 +17%
Franklin Resources
5
Franklin Resources
California
$61.9M -$11.5M -215,501 -16%
Goldman Sachs
6
Goldman Sachs
New York
$56.4M -$1.32M -24,674 -2%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$49.8M -$1.08M -20,169 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$49.1M -$2.94M -54,949 -6%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$40.2M -$6.75M -126,073 -14%
Ameriprise
10
Ameriprise
Minnesota
$39.8M +$3.37M +62,892 +9%
SBH
11
Segall Bryant & Hamill
Illinois
$37.1M +$3.27M +60,997 +10%
Northern Trust
12
Northern Trust
Illinois
$34.4M -$565K -10,547 -2%
State Street
13
State Street
Massachusetts
$30.9M +$312K +5,823 +1%
CCM
14
Copeland Capital Management
Pennsylvania
$25.2M -$1.94M -36,202 -7%
NPIC
15
Neumeier Poma Investment Counsel
California
$23.5M +$4.83M +90,145 +26%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$22.2M +$704K +13,136 +3%
Charles Schwab
17
Charles Schwab
California
$20.5M +$457K +8,531 +2%
BTW
18
Boston Trust Walden
Massachusetts
$19.9M -$3.81M -71,110 -16%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$14.1M +$944K +17,615 +7%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$11.6M -$4.32M -80,705 -27%
MCM
21
Monarch Capital Management
Indiana
$10.8M -$29.7K -555 -0.3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$10.5M -$20.2K -377 -0.2%
Macquarie Group
23
Macquarie Group
Australia
$9.06M +$1.42M +26,520 +19%
TAM
24
Timucuan Asset Management
Florida
$8.76M – – –
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$7.9M +$208K +3,886 +3%
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