LKFN icon

Lakeland Financial Corp
LKFN

Overview Fund Activity

207 hedge funds and large institutions have $1.39B invested in Lakeland Financial Corp in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 80 reducing their positions, and 19 closing their positions.

Holders
207
Holders Change
+8
Holders Change %
+4.02%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
67
Reduced
80
Closed
19
Calls
$1.5M
Puts
–
Net Calls
+$1.5M
Net Calls Change
+$1.41M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29M
2
NPIC
2
Neumeier Poma Investment Counsel
California
$35.7M
3
Victory Capital Management
3
Victory Capital Management
Texas
$106M
4
State Street
4
State Street
Massachusetts
$79.5M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$14.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.47M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.98M
3
Ameriprise
3
Ameriprise
Minnesota
$24.1M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.19M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$62.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$241M 3,704,496 +34,663 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M 1,847,688 +42,862 +2%
Victory Capital Management
3
Victory Capital Management
Texas
$106M 1,627,094 +174,613 +12%
State Street
4
State Street
Massachusetts
$79.5M 1,219,323 +93,838 +8%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$76.5M 1,174,114 -12,435 -1%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$62.6M 960,918 -52,422 -5%
SAM
7
Silvercrest Asset Management
New York
$57.1M 876,385 -1,462 -0.2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$50.9M 781,429 +10,595 +1%
CCM
9
Copeland Capital Management
Pennsylvania
$47.5M 728,974 -7,611 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$36.5M 560,037 +25,234 +5%
NPIC
11
Neumeier Poma Investment Counsel
California
$35.7M 547,457 +245,825 +81%
Northern Trust
12
Northern Trust
Illinois
$32.7M 502,396 +39,162 +8%
Morgan Stanley
13
Morgan Stanley
New York
$29M 445,164 +247,963 +126%
Ameriprise
14
Ameriprise
Minnesota
$24.1M 369,262 -53,392 -13%
Goldman Sachs
15
Goldman Sachs
New York
$23.3M 357,088 -20,324 -5%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$22.6M 347,485 -1,519 -0.4%
BTW
17
Boston Trust Walden
Massachusetts
$22.1M 339,586 +16,823 +5%
Charles Schwab
18
Charles Schwab
California
$17.2M 263,434 +12,486 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$15.6M 239,762 -11,356 -5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.4M 221,200 +18,774 +9%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$14.3M 219,097 +87,300 +66%
NIG
22
NFJ Investment Group
Texas
$13.3M 204,778 -41,876 -17%
TAM
23
Timucuan Asset Management
Florida
$12.2M 187,161 – –
Wells Fargo
24
Wells Fargo
California
$11.1M 170,508 -3,852 -2%
MCM
25
Monarch Capital Management
Indiana
$10.7M 163,505 -3,591 -2%
1
2 3 4 5