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Lakeland Financial Corp

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

41% more capital invested

Capital invested by funds: $984M → $1.39B (+$403M)

4% more funds holding

Funds holding: 199207 (+8)

2.19% more ownership

Funds ownership: 81.52%83.71% (+2.2%)

16% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 80

Holders
207
Holders Change
+8
Holders Change %
+4.02%
% of All Funds
3.02%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$241M +$1.91M +34,663 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M +$2.36M +42,862 +2%
Victory Capital Management
3
Victory Capital Management
Texas
$106M +$9.63M +174,613 +12%
State Street
4
State Street
Massachusetts
$79.5M +$5.18M +93,838 +8%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$76.5M -$686K -12,435 -1%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$62.6M -$2.89M -52,422 -5%
SAM
7
Silvercrest Asset Management
New York
$57.1M -$80.6K -1,462 -0.2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$50.9M +$584K +10,595 +1%
CCM
9
Copeland Capital Management
Pennsylvania
$47.5M -$420K -7,611 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$36.5M +$1.39M +25,234 +5%
NPIC
11
Neumeier Poma Investment Counsel
California
$35.7M +$13.6M +245,825 +81%
Northern Trust
12
Northern Trust
Illinois
$32.7M +$2.16M +39,162 +8%
Morgan Stanley
13
Morgan Stanley
New York
$29M +$13.7M +247,963 +126%
Ameriprise
14
Ameriprise
Minnesota
$24.1M -$2.94M -53,392 -13%
Goldman Sachs
15
Goldman Sachs
New York
$23.3M -$1.12M -20,324 -5%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$22.6M -$83.8K -1,519 -0.4%
BTW
17
Boston Trust Walden
Massachusetts
$22.1M +$928K +16,823 +5%
Charles Schwab
18
Charles Schwab
California
$17.2M +$689K +12,486 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$15.6M -$626K -11,356 -5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.4M +$1.04M +18,774 +9%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$14.3M +$4.82M +87,300 +66%
NIG
22
NFJ Investment Group
Texas
$13.3M -$2.31M -41,876 -17%
TAM
23
Timucuan Asset Management
Florida
$12.2M
Wells Fargo
24
Wells Fargo
California
$11.1M -$212K -3,852 -2%
MCM
25
Monarch Capital Management
Indiana
$10.7M -$198K -3,591 -2%

LKFN Hedge Fund Activity: Q4 2023 in Review

207 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2023, worth a combined $1.39B — up 41% from $984M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LKFN positions and 19 closed out — a net gain of 11 holders — while 67 added to existing stakes and 80 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.7M. The largest seller was Millennium Management, cutting an estimated $6.75M.

  • 207 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2023, up from 199 in Q3 2023.
  • Funds reported $1.39B of Lakeland Financial Corp stock for Q4 2023, up 41% quarter-over-quarter.
  • 30 funds opened new Lakeland Financial Corp positions in Q4 2023 and 19 closed out, a net change of +11 holders.
  • The largest Lakeland Financial Corp buyer in Q4 2023 was Morgan Stanley, an estimated $13.7M added.
  • The largest Lakeland Financial Corp seller in Q4 2023 was Millennium Management, an estimated $6.75M sold.

Based on aggregated 13F filings for Q4 2023.