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Lakeland Financial Corp
LKFN

Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in Lakeland Financial Corp in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 88 reducing their positions, and 13 closing their positions.

Holders
225
Holders Change
+18
Holders Change %
+8.7%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
67
Reduced
88
Closed
13
Calls
$564K
Puts
$133K
Net Calls
+$431K
Net Calls Change
-$1.07M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$57M
2
BlackRock
2
BlackRock
New York
$249M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.4M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$38.3M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$1.73M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.7M
3
SAM
3
Silvercrest Asset Management
New York
$49.9M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$19.3M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$74.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$249M 3,751,315 +46,819 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$123M 1,848,101 +413 +0%
Victory Capital Management
3
Victory Capital Management
Texas
$106M 1,596,138 -30,956 -2%
State Street
4
State Street
Massachusetts
$80.1M 1,207,517 -11,806 -1%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$74.6M 1,124,339 -49,775 -4%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$64.3M 970,193 +9,275 +1%
Charles Schwab
7
Charles Schwab
California
$57M 858,915 +595,481 +226%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$53.4M 805,431 +24,002 +3%
SAM
9
Silvercrest Asset Management
New York
$49.9M 751,888 -124,497 -14%
CCM
10
Copeland Capital Management
Pennsylvania
$49.1M 740,353 +11,379 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$38.3M 577,030 +16,993 +3%
NPIC
12
Neumeier Poma Investment Counsel
California
$36.6M 551,980 +4,523 +0.8%
Northern Trust
13
Northern Trust
Illinois
$31.4M 472,977 -29,419 -6%
Ameriprise
14
Ameriprise
Minnesota
$24.4M 367,350 -1,912 -0.5%
BTW
15
Boston Trust Walden
Massachusetts
$22.4M 337,914 -1,672 -0.5%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$19.3M 291,122 -56,363 -16%
Morgan Stanley
17
Morgan Stanley
New York
$16.7M 251,450 -193,714 -44%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$15.4M 232,204 -7,558 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$14.7M 220,990 -210 -0.1%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$14.5M 218,327 -770 -0.4%
TAM
21
Timucuan Asset Management
Florida
$12.5M 187,811 +650 +0.3%
Wells Fargo
22
Wells Fargo
California
$12.2M 183,517 +13,009 +8%
NIG
23
NFJ Investment Group
Texas
$12M 180,640 -24,138 -12%
MCM
24
Monarch Capital Management
Indiana
$10.7M 160,620 -2,885 -2%
Goldman Sachs
25
Goldman Sachs
New York
$10.4M 156,781 -200,307 -56%
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