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Lakeland Financial Corp
LKFN

Overview Fund Activity

228 hedge funds and large institutions have $1.43B invested in Lakeland Financial Corp in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
228
Holders Change
+9
Holders Change %
+4.11%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
83
Reduced
79
Closed
14
Calls
$22K
Puts
$22K
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$13.3M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$5.04M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.92M
4
CCM
4
Copeland Capital Management
Pennsylvania
$40.9M
5
FFP
5
FourThought Financial Partners
Florida
$2.58M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$26.5M
2
BTW
2
Boston Trust Walden
Massachusetts
$21.7M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$81.6M
4
State Street
4
State Street
Massachusetts
$76.6M
5
BlackRock
5
BlackRock
New York
$270M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$270M 3,695,501 -38,701 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$135M 1,845,929 +7,688 +0.4%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$104M 1,428,286 -15,478 -1%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$81.6M 1,118,765 -74,954 -6%
State Street
5
State Street
Massachusetts
$76.6M 1,049,953 -56,111 -5%
Victory Capital Management
6
Victory Capital Management
Texas
$68.7M 942,136 +5,666 +0.6%
CCM
7
Copeland Capital Management
Pennsylvania
$40.9M 559,882 +39,395 +8%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$39.7M 543,709 -13,004 -2%
SAM
9
Silvercrest Asset Management
New York
$37.7M 517,040 -18,345 -3%
Goldman Sachs
10
Goldman Sachs
New York
$37.1M 508,875 -19,041 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$34.1M 467,827 +17,612 +4%
Northern Trust
12
Northern Trust
Illinois
$32.7M 447,999 +5,993 +1%
Ameriprise
13
Ameriprise
Minnesota
$26.5M 363,779 -130,047 -26%
NPIC
14
Neumeier Poma Investment Counsel
California
$24.4M 334,674 +8,232 +3%
BTW
15
Boston Trust Walden
Massachusetts
$21.7M 297,641 -86,006 -22%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$19.8M 271,086 -8,477 -3%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$18.5M 253,939 +12,442 +5%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$16.6M 227,304 -5,244 -2%
Charles Schwab
19
Charles Schwab
California
$16.5M 225,979 +13,530 +6%
SBH
20
Segall Bryant & Hamill
Illinois
$15.1M 207,289 -37,608 -15%
Millennium Management
21
Millennium Management
New York
$13.3M 182,316 +136,145 +295%
Morgan Stanley
22
Morgan Stanley
New York
$12.7M 173,843 +814 +0.5%
MCM
23
Monarch Capital Management
Indiana
$12.4M 169,965 -6,884 -4%
Invesco
24
Invesco
Georgia
$12.2M 167,422 -1,913 -1%
Wells Fargo
25
Wells Fargo
California
$11.8M 161,498 -8,865 -5%
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