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Lakeland Financial Corp
LKFN

Overview Fund Activity

186 hedge funds and large institutions have $1.66B invested in Lakeland Financial Corp in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 15 closing their positions.

Holders
186
Holders Change
+7
Holders Change %
+3.91%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
57
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$21.9M
2
Ameriprise
2
Ameriprise
Minnesota
$87.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$8.22M
4
Barclays
4
Barclays
United Kingdom
$5.54M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$2.21M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$85.3M
2
SBH
2
Segall Bryant & Hamill
Illinois
$35.1M
3
State Street
3
State Street
Massachusetts
$82.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$74.3M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$295M 3,678,600 -1,024 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$127M 1,587,441 -6,893 -0.4%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$118M 1,472,452 -48,605 -3%
Ameriprise
4
Ameriprise
Minnesota
$87.1M 1,086,994 +176,860 +19%
Victory Capital Management
5
Victory Capital Management
Texas
$85.3M 1,064,537 -249,206 -19%
State Street
6
State Street
Massachusetts
$82.3M 1,027,062 -57,462 -5%
Goldman Sachs
7
Goldman Sachs
New York
$74.3M 926,672 -56,066 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$63.9M 796,785 -12,043 -1%
SAM
9
Silvercrest Asset Management
New York
$53.4M 672,190 -25,963 -4%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$42.1M 525,418 -12,031 -2%
CCM
11
Copeland Capital Management
Pennsylvania
$40.5M 505,943 +14,066 +3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$40.4M 504,116 -29,773 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$37.9M 472,553 +3,747 +0.8%
Northern Trust
14
Northern Trust
Illinois
$36M 449,375 -8,288 -2%
NPIC
15
Neumeier Poma Investment Counsel
California
$35.2M 439,597 -23,475 -5%
SBH
16
Segall Bryant & Hamill
Illinois
$35.1M 438,299 -120,816 -22%
BTW
17
Boston Trust Walden
Massachusetts
$29M 361,681 -753 -0.2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$23.6M 294,111 -27,592 -9%
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$21.9M 273,536 +273,536 New
Principal Financial Group
20
Principal Financial Group
Iowa
$18.8M 234,055 +22,811 +11%
MCM
21
Monarch Capital Management
Indiana
$15M 187,398 -8,122 -4%
Macquarie Group
22
Macquarie Group
Australia
$14.5M 181,301 +3,013 +2%
Charles Schwab
23
Charles Schwab
California
$14.2M 177,516 +4,322 +2%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$13.5M 168,807 +16,024 +10%
TAM
25
Timucuan Asset Management
Florida
$12.8M 159,846 – –
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