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Lakeland Financial Corp

216 hedge funds and large institutions have $1.3B invested in Lakeland Financial Corp in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $166K | Put options by funds: $62K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.4% more ownership

Funds ownership: 81.71%83.1% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 75

4% less funds holding

Funds holding: 225216 (-9)

7% less capital invested

Capital invested by funds: $1.41B → $1.3B (-$103M)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

Holders
216
Holders Change
-9
Holders Change %
-4%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
77
Reduced
75
Closed
27
Calls
$166K
Puts
$62K
Net Calls
+$104K
Net Calls Change
-$327K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$226M -$4.71M -77,215 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$113M -$437K -7,166 -0.4%
Victory Capital Management
3
Victory Capital Management
Texas
$94.6M -$3.52M -57,732 -4%
State Street
4
State Street
Massachusetts
$76.9M +$2.55M +41,856 +3%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$67.6M -$1.55M -25,377 -2%
Charles Schwab
6
Charles Schwab
California
$53.9M +$1.03M +16,839 +2%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$52M -$7.57M -124,268 -13%
SAM
8
Silvercrest Asset Management
New York
$50.9M +$4.63M +75,974 +10%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$50.2M +$677K +11,118 +1%
CCM
10
Copeland Capital Management
Pennsylvania
$45.8M +$260K +4,263 +0.6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$36.9M +$1.37M +22,415 +4%
NPIC
12
Neumeier Poma Investment Counsel
California
$33.1M -$807K -13,245 -2%
Northern Trust
13
Northern Trust
Illinois
$29M -$132K -2,160 -0.5%
Ameriprise
14
Ameriprise
Minnesota
$22M -$594K -9,755 -3%
BTW
15
Boston Trust Walden
Massachusetts
$20.8M -$11.8K -193 -0.1%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$17.9M -$5.3K -87 -0%
Morgan Stanley
17
Morgan Stanley
New York
$15M -$439K -7,197 -3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14.4M +$783K +12,846 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$14.3M +$41.7K +684 +0.3%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$13.4M -$6.28K -103 -0%
EAM
21
Eagle Asset Management
Florida
$11.7M +$3.84M +62,978 +48%
TAM
22
Timucuan Asset Management
Florida
$11.6M
NIG
23
NFJ Investment Group
Texas
$10.6M -$472K -7,749 -4%
First Trust Advisors
24
First Trust Advisors
Illinois
$9.99M +$3.98M +65,334 +67%
MCM
25
Monarch Capital Management
Indiana
$9.77M -$108K -1,775 -1%

LKFN Hedge Fund Activity: Q2 2024 in Review

216 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2024, worth a combined $1.3B — down 7.3% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of LKFN and 21 opened new positions — a net loss of 6 holders — while 75 trimmed existing stakes and 77 added.

The largest buyer was Silvercrest Asset Management, adding an estimated $4.63M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $7.57M.

  • 216 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2024, down from 225 in Q1 2024.
  • Funds reported $1.3B of Lakeland Financial Corp stock for Q2 2024, down 7.3% quarter-over-quarter.
  • 21 funds opened new Lakeland Financial Corp positions in Q2 2024 and 27 closed out, a net change of -6 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2024 was Silvercrest Asset Management, an estimated $4.63M added.
  • The largest Lakeland Financial Corp seller in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2024.