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Lakeland Financial Corp
LKFN

Overview Fund Activity

201 hedge funds and large institutions have $1.51B invested in Lakeland Financial Corp in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
66
Reduced
75
Closed
14
Calls
$226K
Puts
–
Net Calls
+$226K
Net Calls Change
+$226K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$69.7M
2
State Street
2
State Street
Massachusetts
$95.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$129M
4
BlackRock
4
BlackRock
New York
$278M
5
Invesco
5
Invesco
Georgia
$12.2M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$3.36M
2
Victory Capital Management
2
Victory Capital Management
Texas
$61.6M
3
SBH
3
Segall Bryant & Hamill
Illinois
$18.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$56.1M
5
SAM
5
Silvercrest Asset Management
New York
$43.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$278M 3,807,592 +128,992 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$129M 1,768,640 +181,199 +11%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$108M 1,482,623 +10,171 +0.7%
State Street
4
State Street
Massachusetts
$95.5M 1,308,005 +280,943 +27%
Ameriprise
5
Ameriprise
Minnesota
$74.7M 1,023,969 -63,025 -6%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$69.7M 955,222 +681,686 +249%
Victory Capital Management
7
Victory Capital Management
Texas
$61.6M 843,666 -220,871 -21%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$58M 794,602 -2,183 -0.3%
Goldman Sachs
9
Goldman Sachs
New York
$56.1M 767,884 -158,788 -17%
SAM
10
Silvercrest Asset Management
New York
$43.1M 590,823 -81,367 -12%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$41.3M 566,286 +40,868 +8%
CCM
12
Copeland Capital Management
Pennsylvania
$37.6M 515,314 +9,371 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.5M 459,317 -13,236 -3%
Northern Trust
14
Northern Trust
Illinois
$32M 437,785 -11,590 -3%
NPIC
15
Neumeier Poma Investment Counsel
California
$29.2M 399,547 -40,050 -9%
BTW
16
Boston Trust Walden
Massachusetts
$27M 369,458 +7,777 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$21.3M 291,665 -2,446 -0.8%
SBH
18
Segall Bryant & Hamill
Illinois
$18.6M 255,332 -182,967 -42%
Principal Financial Group
19
Principal Financial Group
Iowa
$15.4M 211,477 -22,578 -10%
Charles Schwab
20
Charles Schwab
California
$13.9M 190,254 +12,738 +7%
MCM
21
Monarch Capital Management
Indiana
$13.4M 183,855 -3,543 -2%
Invesco
22
Invesco
Georgia
$12.2M 167,036 +115,258 +223%
TAM
23
Timucuan Asset Management
Florida
$11.7M 160,496 +650 +0.4%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$10.2M 139,426 -29,381 -17%
ProShare Advisors
25
ProShare Advisors
Maryland
$9.85M 134,868 -1,741 -1%
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