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Lakeland Financial Corp
LKFN

Overview Fund Activity

165 hedge funds and large institutions have $1.32B invested in Lakeland Financial Corp in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 64 reducing their positions, and 5 closing their positions.

Holders
165
Holders Change
+20
Holders Change %
+13.79%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
49
Reduced
64
Closed
5
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$111M
2
BlackRock
2
BlackRock
New York
$134M
3
Ameriprise
3
Ameriprise
Minnesota
$58.1M
4
State Street
4
State Street
Massachusetts
$46.5M
5
ZCM
5
Ziegler Capital Management
Illinois
$9.32M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$54.9M
2
Charles Schwab
2
Charles Schwab
California
$11.9M
3
Northern Trust
3
Northern Trust
Illinois
$31.3M
4
SAM
4
Silvercrest Asset Management
New York
$74.8M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$6.95M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$134M 1,940,399 +101,555 +6%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$111M 1,597,074 +667,271 +72%
Victory Capital Management
3
Victory Capital Management
Texas
$88.5M 1,279,292 -44,256 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$85.6M 1,236,597 +18,624 +2%
SAM
5
Silvercrest Asset Management
New York
$74.8M 1,080,666 -136,334 -11%
Goldman Sachs
6
Goldman Sachs
New York
$68.7M 992,839 -60,051 -6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$59.3M 856,569 -59,123 -6%
Ameriprise
8
Ameriprise
Minnesota
$58.1M 840,180 +97,919 +13%
Franklin Resources
9
Franklin Resources
California
$54.9M 793,305 -362,696 -31%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$48.9M 707,145 -43,607 -6%
State Street
11
State Street
Massachusetts
$46.5M 672,246 +95,116 +16%
SBH
12
Segall Bryant & Hamill
Illinois
$44M 636,449 -56,686 -8%
CCM
13
Copeland Capital Management
Pennsylvania
$32.6M 471,677 +2,031 +0.4%
NPIC
14
Neumeier Poma Investment Counsel
California
$32.6M 471,007 +32,625 +7%
Northern Trust
15
Northern Trust
Illinois
$31.3M 452,703 -189,403 -29%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$31.2M 451,608 +38,179 +9%
BTW
17
Boston Trust Walden
Massachusetts
$25.4M 367,559 -3,644 -1%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$17.7M 255,574 -7,487 -3%
MCM
19
Monarch Capital Management
Indiana
$13.6M 195,935 -5,101 -3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$13.4M 193,872 -1,926 -1%
Macquarie Group
21
Macquarie Group
Australia
$12.1M 174,572 +5,402 +3%
Charles Schwab
22
Charles Schwab
California
$11.9M 172,251 -210,121 -55%
TAM
23
Timucuan Asset Management
Florida
$11M 159,196 -4,345 -3%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$9.81M 141,841 -5,552 -4%
ZCM
25
Ziegler Capital Management
Illinois
$9.32M 134,686 +52,450 +64%
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