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Lakeland Financial Corp
LKFN

Overview Fund Activity

215 hedge funds and large institutions have $1.36B invested in Lakeland Financial Corp in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 15 closing their positions.

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
72
Reduced
70
Closed
15
Calls
$206K
Puts
$139K
Net Calls
+$67K
Net Calls Change
-$159K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$72.9M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$5.97M
3
Wells Fargo
3
Wells Fargo
California
$8.02M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$4.85M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.22M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$46.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$39.4M
3
BlackRock
3
BlackRock
New York
$242M
4
ProShare Advisors
4
ProShare Advisors
Maryland
$231K
5
State Street
5
State Street
Massachusetts
$80.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$242M 3,650,194 -157,398 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M 1,802,915 +34,275 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$96.5M 1,452,714 -29,909 -2%
State Street
4
State Street
Massachusetts
$80.8M 1,217,081 -90,924 -7%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$72.9M 1,097,813 +142,591 +15%
Victory Capital Management
6
Victory Capital Management
Texas
$60.4M 909,906 +66,240 +8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$51.3M 771,970 -22,632 -3%
Ameriprise
8
Ameriprise
Minnesota
$46.1M 693,640 -330,329 -32%
Goldman Sachs
9
Goldman Sachs
New York
$39.4M 593,629 -174,255 -23%
SAM
10
Silvercrest Asset Management
New York
$38.3M 576,444 -14,379 -2%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$37.4M 563,427 -2,859 -0.5%
CCM
12
Copeland Capital Management
Pennsylvania
$34.1M 512,773 -2,541 -0.5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$29.3M 440,871 -18,446 -4%
Northern Trust
14
Northern Trust
Illinois
$29M 437,190 -595 -0.1%
NPIC
15
Neumeier Poma Investment Counsel
California
$25.8M 387,967 -11,580 -3%
BTW
16
Boston Trust Walden
Massachusetts
$24.7M 372,479 +3,021 +0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$18.2M 274,297 -17,368 -6%
Charles Schwab
18
Charles Schwab
California
$13.1M 197,034 +6,780 +4%
SBH
19
Segall Bryant & Hamill
Illinois
$13.1M 196,873 -58,459 -23%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$12.8M 192,964 +53,538 +38%
Principal Financial Group
21
Principal Financial Group
Iowa
$12.6M 189,833 -21,644 -10%
MCM
22
Monarch Capital Management
Indiana
$12.1M 182,750 -1,105 -0.6%
Morgan Stanley
23
Morgan Stanley
New York
$11M 165,007 +36,684 +29%
TAM
24
Timucuan Asset Management
Florida
$10.7M 160,496 – –
Invesco
25
Invesco
Georgia
$10.4M 156,524 -10,512 -6%
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