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Lakeland Financial Corp
LKFN

Overview Fund Activity

234 hedge funds and large institutions have $1.39B invested in Lakeland Financial Corp in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 80 reducing their positions, and 16 closing their positions.

Holders
234
Holders Change
+17
Holders Change %
+7.83%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
82
Reduced
80
Closed
16
Calls
$189K
Puts
$7K
Net Calls
+$182K
Net Calls Change
+$78K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$19.3M
2
Millennium Management
2
Millennium Management
New York
$6.06M
3
SAM
3
Silvercrest Asset Management
New York
$58.9M
4
EAM
4
Eagle Asset Management
Florida
$18.1M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$4.47M

Top Sellers

1
BTW
1
Boston Trust Walden
Massachusetts
$0
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$9.04M
3
Victory Capital Management
3
Victory Capital Management
Texas
$96.7M
4
NPIC
4
Neumeier Poma Investment Counsel
California
$31.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$765K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$241M 3,705,277 +31,177 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M 1,840,355 -580 -0%
Victory Capital Management
3
Victory Capital Management
Texas
$96.7M 1,485,104 -53,302 -3%
State Street
4
State Street
Massachusetts
$83.2M 1,276,929 +27,556 +2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$71.3M 1,094,321 -4,641 -0.4%
SAM
6
Silvercrest Asset Management
New York
$58.9M 904,941 +77,079 +9%
Charles Schwab
7
Charles Schwab
California
$58.8M 902,968 +27,214 +3%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$53.8M 826,445 -19,480 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$52.2M 801,218 -15,331 -2%
CCM
10
Copeland Capital Management
Pennsylvania
$48.6M 745,939 +1,323 +0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$39.4M 605,007 +5,562 +0.9%
NPIC
12
Neumeier Poma Investment Counsel
California
$31.8M 488,502 -50,233 -9%
Northern Trust
13
Northern Trust
Illinois
$30.6M 469,262 -1,555 -0.3%
Ameriprise
14
Ameriprise
Minnesota
$22.7M 348,891 -8,704 -2%
Goldman Sachs
15
Goldman Sachs
New York
$19.3M 296,966 +215,975 +267%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$18.9M 290,725 -310 -0.1%
Morgan Stanley
17
Morgan Stanley
New York
$18.2M 279,880 +35,627 +15%
EAM
18
Eagle Asset Management
Florida
$18.1M 250,139 +56,928 +29%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$13.5M 207,377 -25,511 -11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$13M 199,848 -33,988 -15%
First Trust Advisors
21
First Trust Advisors
Illinois
$13M 199,477 +37,133 +23%
TAM
22
Timucuan Asset Management
Florida
$12.3M 188,461 +650 +0.3%
NIG
23
NFJ Investment Group
Texas
$10.5M 161,651 -11,240 -7%
MCM
24
Monarch Capital Management
Indiana
$10.3M 157,725 -1,120 -0.7%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$9.04M 138,781 -79,443 -36%
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