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Lakeland Financial Corp
LKFN

Overview Fund Activity

214 hedge funds and large institutions have $1.29B invested in Lakeland Financial Corp in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 84 reducing their positions, and 24 closing their positions.

Holders
214
Holders Change
-14
Holders Change %
-6.14%
% of All Funds
3.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
87
Reduced
84
Closed
24
Calls
$507K
Puts
$69K
Net Calls
+$438K
Net Calls Change
+$438K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$27.5M
2
Ameriprise
2
Ameriprise
Minnesota
$30.4M
3
BlackRock
3
BlackRock
New York
$238M
4
SFC
4
SYM Financial Corp
Indiana
$5.84M
5
State Street
5
State Street
Massachusetts
$69.6M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$22.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.38M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$284K
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$238M 3,801,594 +106,093 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$116M 1,847,413 +1,484 +0.1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$87.9M 1,404,018 -24,268 -2%
State Street
4
State Street
Massachusetts
$69.6M 1,111,265 +61,312 +6%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$69.2M 1,105,434 -13,331 -1%
Victory Capital Management
6
Victory Capital Management
Texas
$57.2M 913,522 -28,614 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$48.4M 772,753 +10,045 +1%
CCM
8
Copeland Capital Management
Pennsylvania
$34.3M 547,464 -12,418 -2%
SAM
9
Silvercrest Asset Management
New York
$31.4M 501,440 -15,600 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$30.7M 489,530 +21,703 +5%
Ameriprise
11
Ameriprise
Minnesota
$30.4M 485,114 +121,335 +33%
Goldman Sachs
12
Goldman Sachs
New York
$28.7M 458,520 -50,355 -10%
Northern Trust
13
Northern Trust
Illinois
$28M 446,511 -1,488 -0.3%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$27.5M 439,657 +185,718 +73%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$22.3M 356,661 -187,048 -34%
NPIC
16
Neumeier Poma Investment Counsel
California
$20.4M 325,204 -9,470 -3%
BTW
17
Boston Trust Walden
Massachusetts
$19.2M 306,233 +8,592 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$16.9M 269,620 -1,466 -0.5%
Charles Schwab
19
Charles Schwab
California
$14.5M 231,362 +5,383 +2%
Morgan Stanley
20
Morgan Stanley
New York
$12.1M 192,625 +18,782 +11%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$11.2M 178,941 -48,363 -21%
SBH
22
Segall Bryant & Hamill
Illinois
$10.8M 172,105 -35,184 -17%
MCM
23
Monarch Capital Management
Indiana
$10.5M 167,713 -2,252 -1%
TAM
24
Timucuan Asset Management
Florida
$10.4M 166,511 +12,365 +8%
Wells Fargo
25
Wells Fargo
California
$10.4M 165,794 +4,296 +3%
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