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Lakeland Financial Corp
LKFN

Overview Fund Activity

219 hedge funds and large institutions have $1.49B invested in Lakeland Financial Corp in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
89
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$16.9M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$86.9M
3
RHCA
3
Rosenthal Henry Capital Advisors
Indiana
$6.16M
4
BlackRock
4
BlackRock
New York
$272M
5
Wells Fargo
5
Wells Fargo
California
$12.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$36M
2
State Street
2
State Street
Massachusetts
$80.5M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$506K
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$38.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$272M 3,734,202 +84,008 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M 1,838,241 +35,326 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$105M 1,443,764 -8,950 -0.6%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$86.9M 1,193,719 +95,906 +9%
State Street
5
State Street
Massachusetts
$80.5M 1,106,064 -111,017 -9%
Victory Capital Management
6
Victory Capital Management
Texas
$68.2M 936,470 +26,564 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$55.7M 765,600 -6,370 -0.8%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$40.5M 556,713 -6,714 -1%
SAM
9
Silvercrest Asset Management
New York
$39M 535,385 -41,059 -7%
Goldman Sachs
10
Goldman Sachs
New York
$38.4M 527,916 -65,713 -11%
CCM
11
Copeland Capital Management
Pennsylvania
$37.9M 520,487 +7,714 +2%
Ameriprise
12
Ameriprise
Minnesota
$36M 493,826 -199,814 -29%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$32.8M 450,215 +9,344 +2%
Northern Trust
14
Northern Trust
Illinois
$32.2M 442,006 +4,816 +1%
BTW
15
Boston Trust Walden
Massachusetts
$27.9M 383,647 +11,168 +3%
NPIC
16
Neumeier Poma Investment Counsel
California
$23.8M 326,442 -61,525 -16%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$20.4M 279,563 +5,266 +2%
SBH
18
Segall Bryant & Hamill
Illinois
$17.8M 244,897 +48,024 +24%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$17.6M 241,497 +48,533 +25%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$16.9M 232,548 +142,720 +159%
Charles Schwab
21
Charles Schwab
California
$15.5M 212,449 +15,415 +8%
MCM
22
Monarch Capital Management
Indiana
$12.9M 176,849 -5,901 -3%
Morgan Stanley
23
Morgan Stanley
New York
$12.6M 173,029 +8,022 +5%
Wells Fargo
24
Wells Fargo
California
$12.4M 170,363 +49,640 +41%
Invesco
25
Invesco
Georgia
$12.3M 169,335 +12,811 +8%
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