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Lakeland Financial Corp
LKFN

Overview Fund Activity

166 hedge funds and large institutions have $1.16B invested in Lakeland Financial Corp in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 71 reducing their positions, and 18 closing their positions.

Holders
166
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
50
Reduced
71
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$26.4M
2
ProShare Advisors
2
ProShare Advisors
Maryland
$10.9M
3
State Street
3
State Street
Massachusetts
$47.1M
4
SBH
4
Segall Bryant & Hamill
Illinois
$42.7M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$8.79M

Top Sellers

1
ZCM
1
Ziegler Capital Management
Illinois
$7.89M
2
Franklin Resources
2
Franklin Resources
California
$37.2M
3
BlackRock
3
BlackRock
New York
$110M
4
Goldman Sachs
4
Goldman Sachs
New York
$57M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$95.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$110M 1,778,502 -161,897 -8%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$95.3M 1,545,340 -51,734 -3%
Victory Capital Management
3
Victory Capital Management
Texas
$81.4M 1,320,672 +41,380 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$75.8M 1,229,421 -7,176 -0.6%
SAM
5
Silvercrest Asset Management
New York
$64.8M 1,051,044 -29,622 -3%
Goldman Sachs
6
Goldman Sachs
New York
$57M 925,444 -67,395 -7%
Ameriprise
7
Ameriprise
Minnesota
$51.4M 834,582 -5,598 -0.7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$50.6M 820,652 -35,917 -4%
State Street
9
State Street
Massachusetts
$47.1M 764,284 +92,038 +14%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$43.8M 710,601 +3,456 +0.5%
SBH
11
Segall Bryant & Hamill
Illinois
$42.7M 692,050 +55,601 +9%
Franklin Resources
12
Franklin Resources
California
$37.2M 603,779 -189,526 -24%
CCM
13
Copeland Capital Management
Pennsylvania
$29.6M 480,584 +8,907 +2%
NPIC
14
Neumeier Poma Investment Counsel
California
$29M 471,007 – –
Geode Capital Management
15
Geode Capital Management
Massachusetts
$28.3M 459,474 +7,866 +2%
Northern Trust
16
Northern Trust
Illinois
$27.9M 451,880 -823 -0.2%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$26.4M 428,162 +428,162 New
BTW
18
Boston Trust Walden
Massachusetts
$21.9M 355,739 -11,820 -3%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$15.5M 251,123 -4,451 -2%
MCM
20
Monarch Capital Management
Indiana
$12.1M 196,645 +710 +0.4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$11.4M 184,985 -8,887 -5%
Macquarie Group
22
Macquarie Group
Australia
$11M 177,722 +3,150 +2%
ProShare Advisors
23
ProShare Advisors
Maryland
$10.9M 177,104 +170,612 +2,628%
Charles Schwab
24
Charles Schwab
California
$10.6M 172,714 +463 +0.3%
TAM
25
Timucuan Asset Management
Florida
$9.81M 159,196 – –
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