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Lakeland Financial Corp
LKFN

Overview Fund Activity

179 hedge funds and large institutions have $1.48B invested in Lakeland Financial Corp in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 19 closing their positions.

Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
67
Reduced
52
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$262M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M
3
State Street
3
State Street
Massachusetts
$77.3M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$15M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$22.9M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
SAM
2
Silvercrest Asset Management
New York
$49.7M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$38M
5
SBH
5
Segall Bryant & Hamill
Illinois
$39.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$262M 3,679,624 +1,901,122 +107%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M 1,594,334 +364,913 +30%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$108M 1,521,057 -24,283 -2%
Victory Capital Management
4
Victory Capital Management
Texas
$93.6M 1,313,743 -6,929 -0.5%
State Street
5
State Street
Massachusetts
$77.3M 1,084,524 +320,240 +42%
Goldman Sachs
6
Goldman Sachs
New York
$70M 982,738 +57,294 +6%
Ameriprise
7
Ameriprise
Minnesota
$64.8M 910,134 +75,552 +9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$57.6M 808,828 -11,824 -1%
SAM
9
Silvercrest Asset Management
New York
$49.7M 698,153 -352,891 -34%
SBH
10
Segall Bryant & Hamill
Illinois
$39.8M 559,115 -132,935 -19%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$38.3M 537,449 +109,287 +26%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$38M 533,889 -176,712 -25%
CCM
13
Copeland Capital Management
Pennsylvania
$35M 491,877 +11,293 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$33.4M 468,806 +9,332 +2%
NPIC
15
Neumeier Poma Investment Counsel
California
$33M 463,072 -7,935 -2%
Northern Trust
16
Northern Trust
Illinois
$32.6M 457,663 +5,783 +1%
BTW
17
Boston Trust Walden
Massachusetts
$25.8M 362,434 +6,695 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$22.9M 321,703 +136,718 +74%
Principal Financial Group
19
Principal Financial Group
Iowa
$15M 211,244 +174,758 +479%
MCM
20
Monarch Capital Management
Indiana
$13.9M 195,520 -1,125 -0.6%
Macquarie Group
21
Macquarie Group
Australia
$12.7M 178,288 +566 +0.3%
Charles Schwab
22
Charles Schwab
California
$12.3M 173,194 +480 +0.3%
TAM
23
Timucuan Asset Management
Florida
$11.4M 159,846 +650 +0.4%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$10.9M 152,783 +10,231 +7%
ProShare Advisors
25
ProShare Advisors
Maryland
$10.3M 144,281 -32,823 -19%
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