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Lakeland Financial Corp
LKFN

Overview Fund Activity

231 hedge funds and large institutions have $1.49B invested in Lakeland Financial Corp in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 28 closing their positions.

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
73
Reduced
79
Closed
28
Calls
$21K
Puts
$7K
Net Calls
+$14K
Net Calls Change
-$168K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$23.1M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$86.7M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$10.6M
4
State Street
4
State Street
Massachusetts
$95.6M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$21.1M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$37M
2
Victory Capital Management
2
Victory Capital Management
Texas
$92.6M
3
Millennium Management
3
Millennium Management
New York
$3.2M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$6.37M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$257M 3,739,933 +34,656 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$133M 1,940,356 +100,001 +5%
State Street
3
State Street
Massachusetts
$95.6M 1,390,049 +113,120 +9%
Victory Capital Management
4
Victory Capital Management
Texas
$92.6M 1,346,109 -138,995 -9%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$86.7M 1,260,594 +166,273 +15%
SAM
6
Silvercrest Asset Management
New York
$65.8M 956,565 +51,624 +6%
Charles Schwab
7
Charles Schwab
California
$65.1M 946,280 +43,312 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$55.5M 807,525 +6,307 +0.8%
CCM
9
Copeland Capital Management
Pennsylvania
$52.5M 764,186 +18,247 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$41.4M 602,488 -2,519 -0.4%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$37M 538,131 -288,314 -35%
NPIC
12
Neumeier Poma Investment Counsel
California
$32.7M 476,113 -12,389 -3%
Northern Trust
13
Northern Trust
Illinois
$32.1M 466,269 -2,993 -0.6%
Goldman Sachs
14
Goldman Sachs
New York
$27.1M 394,816 +97,850 +33%
Ameriprise
15
Ameriprise
Minnesota
$23.7M 344,088 -4,803 -1%
Raymond James Financial
16
Raymond James Financial
Florida
$23.1M 336,109 +336,109 New
First Trust Advisors
17
First Trust Advisors
Illinois
$21.1M 307,242 +107,765 +54%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$19.5M 282,926 -7,799 -3%
Morgan Stanley
19
Morgan Stanley
New York
$17.6M 256,441 -23,439 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$14.5M 210,433 +3,056 +1%
TAM
21
Timucuan Asset Management
Florida
$13M 188,461 – –
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$12.3M 178,368 -21,480 -11%
MCM
23
Monarch Capital Management
Indiana
$10.7M 155,088 -2,637 -2%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$10.6M 153,574 +153,574 New
NIG
25
NFJ Investment Group
Texas
$10.5M 152,166 -9,485 -6%
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