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Lakeland Financial Corp
LKFN

Overview Fund Activity

217 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, 76 reducing their positions, and 26 closing their positions.

Holders
217
Holders Change
-8
Holders Change %
-3.56%
% of All Funds
3.16%
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
76
Closed
26
Calls
$166K
Puts
$62K
Net Calls
+$104K
Net Calls Change
-$327K

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$50.9M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$9.99M
3
EAM
3
Eagle Asset Management
Florida
$11.7M
4
RJA
4
Raymond James & Associates
Florida
$6.04M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.51M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$52M
2
BlackRock
2
BlackRock
New York
$226M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.98M
4
Victory Capital Management
4
Victory Capital Management
Texas
$94.6M
5
Wells Fargo
5
Wells Fargo
California
$8.29M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$226M 3,674,100 -77,215 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$113M 1,840,935 -7,166 -0.4%
Victory Capital Management
3
Victory Capital Management
Texas
$94.6M 1,538,406 -57,732 -4%
State Street
4
State Street
Massachusetts
$76.9M 1,249,373 +41,856 +3%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$67.6M 1,098,962 -25,377 -2%
Charles Schwab
6
Charles Schwab
California
$53.9M 875,754 +16,839 +2%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$52M 845,925 -124,268 -13%
SAM
8
Silvercrest Asset Management
New York
$50.9M 827,862 +75,974 +10%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$50.2M 816,549 +11,118 +1%
CCM
10
Copeland Capital Management
Pennsylvania
$45.8M 744,616 +4,263 +0.6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$36.9M 599,445 +22,415 +4%
NPIC
12
Neumeier Poma Investment Counsel
California
$33.1M 538,735 -13,245 -2%
Northern Trust
13
Northern Trust
Illinois
$29M 470,817 -2,160 -0.5%
Ameriprise
14
Ameriprise
Minnesota
$22M 357,595 -9,755 -3%
BTW
15
Boston Trust Walden
Massachusetts
$20.8M 337,721 -193 -0.1%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$17.9M 291,035 -87 -0%
Morgan Stanley
17
Morgan Stanley
New York
$15M 244,253 -7,197 -3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14.4M 233,836 +12,846 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$14.3M 232,888 +684 +0.3%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$13.4M 218,224 -103 -0%
EAM
21
Eagle Asset Management
Florida
$11.7M 193,211 +62,978 +48%
TAM
22
Timucuan Asset Management
Florida
$11.6M 187,811 – –
NIG
23
NFJ Investment Group
Texas
$10.6M 172,891 -7,749 -4%
First Trust Advisors
24
First Trust Advisors
Illinois
$9.99M 162,344 +65,334 +67%
MCM
25
Monarch Capital Management
Indiana
$9.77M 158,845 -1,775 -1%
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