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Lakeland Financial Corp
LKFN

Overview Fund Activity

199 hedge funds and large institutions have $984M invested in Lakeland Financial Corp in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 85 reducing their positions, and 21 closing their positions.

Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
61
Reduced
85
Closed
21
Calls
$151K
Puts
$57K
Net Calls
+$94K
Net Calls Change
-$196K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$68.9M
2
CCM
2
Copeland Capital Management
Pennsylvania
$35M
3
SAM
3
Silvercrest Asset Management
New York
$41.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.61M
5
BlackRock
5
BlackRock
New York
$174M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$17.9M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$56.3M
3
Invesco
3
Invesco
Georgia
$2.82M
4
State Street
4
State Street
Massachusetts
$53.4M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$6.26M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$174M 3,669,833 +69,841 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$85.7M 1,804,826 +2,591 +0.1%
Victory Capital Management
3
Victory Capital Management
Texas
$68.9M 1,452,481 +300,747 +26%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$56.3M 1,186,549 -77,278 -6%
State Street
5
State Street
Massachusetts
$53.4M 1,125,485 -75,932 -6%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$48.1M 1,013,340 -48,517 -5%
SAM
7
Silvercrest Asset Management
New York
$41.7M 877,847 +139,730 +19%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$36.6M 770,834 -4,093 -0.5%
CCM
9
Copeland Capital Management
Pennsylvania
$35M 736,585 +185,217 +34%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$25.4M 534,803 +18,616 +4%
Northern Trust
11
Northern Trust
Illinois
$22M 463,234 +12,618 +3%
Ameriprise
12
Ameriprise
Minnesota
$20.1M 422,654 -7,936 -2%
Goldman Sachs
13
Goldman Sachs
New York
$17.9M 377,412 -104,635 -22%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$16.6M 349,004 -1,370 -0.4%
BTW
15
Boston Trust Walden
Massachusetts
$15.3M 322,763 +7,056 +2%
NPIC
16
Neumeier Poma Investment Counsel
California
$14.3M 301,632 +9,840 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$11.9M 251,118 -6,462 -3%
Charles Schwab
18
Charles Schwab
California
$11.9M 250,948 +11,760 +5%
NIG
19
NFJ Investment Group
Texas
$11.7M 246,654 -14,053 -5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$9.61M 202,426 +72,570 +56%
Morgan Stanley
21
Morgan Stanley
New York
$9.36M 197,201 -7,105 -3%
TAM
22
Timucuan Asset Management
Florida
$8.88M 187,161 +10,650 +6%
Wells Fargo
23
Wells Fargo
California
$8.28M 174,360 -10,113 -5%
MCM
24
Monarch Capital Management
Indiana
$7.93M 167,096 -1,075 -0.6%
Millennium Management
25
Millennium Management
New York
$6.88M 144,999 +27,586 +23%
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