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Lakeland Financial Corp
LKFN

Overview Fund Activity

197 hedge funds and large institutions have $996M invested in Lakeland Financial Corp in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 35 closing their positions.

Holders
197
Holders Change
-17
Holders Change %
-7.94%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
77
Reduced
71
Closed
35
Calls
$339K
Puts
$49K
Net Calls
+$290K
Net Calls Change
-$148K

Top Buyers

1
NIG
1
NFJ Investment Group
Texas
$12.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$55.9M
3
SAM
3
Silvercrest Asset Management
New York
$35.8M
4
State Street
4
State Street
Massachusetts
$58.3M
5
EAM
5
Eagle Asset Management
Florida
$3.49M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
BlackRock
2
BlackRock
New York
$175M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$61.3M
4
ZCM
4
Ziegler Capital Management
Illinois
$0
5
SFC
5
SYM Financial Corp
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$175M 3,599,992 -201,602 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$87.4M 1,802,235 -45,178 -2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$61.3M 1,263,827 -140,191 -10%
State Street
4
State Street
Massachusetts
$58.3M 1,201,417 +90,152 +8%
Victory Capital Management
5
Victory Capital Management
Texas
$55.9M 1,151,734 +238,212 +26%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$51.5M 1,061,857 -43,577 -4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$37.6M 774,927 +2,174 +0.3%
SAM
8
Silvercrest Asset Management
New York
$35.8M 738,117 +236,677 +47%
CCM
9
Copeland Capital Management
Pennsylvania
$26.8M 551,368 +3,904 +0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$25M 516,187 +26,657 +5%
Goldman Sachs
11
Goldman Sachs
New York
$23.4M 482,047 +23,527 +5%
Northern Trust
12
Northern Trust
Illinois
$21.9M 450,616 +4,105 +0.9%
Ameriprise
13
Ameriprise
Minnesota
$20.9M 430,590 -54,524 -11%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$17M 350,374 -89,283 -20%
BTW
15
Boston Trust Walden
Massachusetts
$15.3M 315,707 +9,474 +3%
NPIC
16
Neumeier Poma Investment Counsel
California
$14.2M 291,792 -33,412 -10%
NIG
17
NFJ Investment Group
Texas
$12.6M 260,707 +260,707 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.5M 257,580 -12,040 -4%
Charles Schwab
19
Charles Schwab
California
$11.6M 239,188 +7,826 +3%
Morgan Stanley
20
Morgan Stanley
New York
$9.91M 204,306 +11,681 +6%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$9.88M 203,623 +24,682 +14%
Wells Fargo
22
Wells Fargo
California
$8.95M 184,473 +18,679 +11%
TAM
23
Timucuan Asset Management
Florida
$8.56M 176,511 +10,000 +6%
SBH
24
Segall Bryant & Hamill
Illinois
$8.27M 170,384 -1,721 -1%
MCM
25
Monarch Capital Management
Indiana
$8.16M 168,171 +458 +0.3%
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