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Lakeland Financial Corp

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 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,600% more call options, than puts

Call options by funds: $189K | Put options by funds: $7K

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

8% more funds holding

Funds holding: 216234 (+18)

7% more capital invested

Capital invested by funds: $1.3B → $1.39B (+$88.2M)

3% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 80

0.56% more ownership

Funds ownership: 83.1%83.67% (+0.56%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
234
Holders Change
+18
Holders Change %
+8.33%
% of All Funds
3.36%
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
15
Calls
$189K
Puts
$7K
Net Calls
+$182K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$241M +$2.03M +31,177 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M -$37.8K -580 -0%
Victory Capital Management
3
Victory Capital Management
Texas
$96.7M -$3.47M -53,302 -3%
State Street
4
State Street
Massachusetts
$83.2M +$1.79M +27,556 +2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$71.3M -$302K -4,641 -0.4%
SAM
6
Silvercrest Asset Management
New York
$58.9M +$5.02M +77,079 +9%
Charles Schwab
7
Charles Schwab
California
$58.8M +$1.77M +27,214 +3%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$53.8M -$1.27M -19,480 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$52.2M -$998K -15,331 -2%
CCM
10
Copeland Capital Management
Pennsylvania
$48.6M +$86.1K +1,323 +0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$39.4M +$362K +5,562 +0.9%
NPIC
12
Neumeier Poma Investment Counsel
California
$31.8M -$3.27M -50,233 -9%
Northern Trust
13
Northern Trust
Illinois
$30.6M -$101K -1,555 -0.3%
Ameriprise
14
Ameriprise
Minnesota
$22.7M -$567K -8,704 -2%
Goldman Sachs
15
Goldman Sachs
New York
$19.3M +$14.1M +215,975 +267%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$18.9M -$20.2K -310 -0.1%
Morgan Stanley
17
Morgan Stanley
New York
$18.2M +$2.32M +35,627 +15%
EAM
18
Eagle Asset Management
Florida
$18.1M +$3.71M +56,928 +29%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$13.5M -$1.66M -25,511 -11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$13M -$2.21M -33,988 -15%
First Trust Advisors
21
First Trust Advisors
Illinois
$13M +$2.42M +37,133 +23%
TAM
22
Timucuan Asset Management
Florida
$12.3M +$42.3K +650 +0.3%
NIG
23
NFJ Investment Group
Texas
$10.5M -$732K -11,240 -7%
MCM
24
Monarch Capital Management
Indiana
$10.3M -$72.9K -1,120 -0.7%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$9.04M -$5.17M -79,443 -36%

LKFN Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2024, worth a combined $1.39B — up 6.8% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LKFN positions and 15 closed out — a net gain of 19 holders — while 82 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $14.1M. The largest seller was Boston Trust Walden, exiting entirely with an estimated $20.8M sold.

  • 234 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2024, up from 216 in Q2 2024.
  • Funds reported $1.39B of Lakeland Financial Corp stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 34 funds opened new Lakeland Financial Corp positions in Q3 2024 and 15 closed out, a net change of +19 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2024 was Goldman Sachs, an estimated $14.1M added.
  • The largest Lakeland Financial Corp seller in Q3 2024 was Boston Trust Walden, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2024.