We are live on ! Find out more
LKFN icon

Lakeland Financial Corp

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.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $21K | Put options by funds: $7K

7% more capital invested

Capital invested by funds: $1.39B → $1.49B (+$96M)

1.14% more ownership

Funds ownership: 83.67%84.81% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

8% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 79

1% less funds holding

Funds holding: 234231 (-3)

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.04%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$257M +$2.4M +34,656 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$133M +$6.94M +100,001 +5%
State Street
3
State Street
Massachusetts
$95.6M +$7.85M +113,120 +9%
Victory Capital Management
4
Victory Capital Management
Texas
$92.6M -$9.64M -138,995 -9%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$86.7M +$11.5M +166,273 +15%
SAM
6
Silvercrest Asset Management
New York
$65.8M +$3.58M +51,624 +6%
Charles Schwab
7
Charles Schwab
California
$65.1M +$3M +43,312 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$55.5M +$437K +6,307 +0.8%
CCM
9
Copeland Capital Management
Pennsylvania
$52.5M +$1.27M +18,247 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$41.4M -$175K -2,519 -0.4%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$37M -$20M -288,314 -35%
NPIC
12
Neumeier Poma Investment Counsel
California
$32.7M -$859K -12,389 -3%
Northern Trust
13
Northern Trust
Illinois
$32.1M -$208K -2,993 -0.6%
Goldman Sachs
14
Goldman Sachs
New York
$27.1M +$6.79M +97,850 +33%
Ameriprise
15
Ameriprise
Minnesota
$23.7M -$333K -4,803 -1%
Raymond James Financial
16
Raymond James Financial
Florida
$23.1M +$23.3M +336,109 New
First Trust Advisors
17
First Trust Advisors
Illinois
$21.1M +$7.47M +107,765 +54%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$19.5M -$541K -7,799 -3%
Morgan Stanley
19
Morgan Stanley
New York
$17.6M -$1.63M -23,439 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$14.5M +$212K +3,056 +1%
TAM
21
Timucuan Asset Management
Florida
$13M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$12.3M -$1.49M -21,480 -11%
MCM
23
Monarch Capital Management
Indiana
$10.7M -$183K -2,637 -2%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$10.6M +$10.7M +153,574 New
NIG
25
NFJ Investment Group
Texas
$10.5M -$658K -9,485 -6%

LKFN Hedge Fund Activity: Q4 2024 in Review

231 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q4 2024, worth a combined $1.49B — up 6.9% from $1.39B a quarter earlier.

Fund positioning in LKFN was balanced in Q4 2024: 28 funds opened new positions, 28 closed out, 73 added to existing stakes and 79 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $11.5M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $20M.

  • 231 institutional investors held Lakeland Financial Corp (LKFN) as of Q4 2024, down from 234 in Q3 2024.
  • Funds reported $1.49B of Lakeland Financial Corp stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 28 funds opened new Lakeland Financial Corp positions in Q4 2024 and 28 closed out, a net change of 0 holders.
  • The largest Lakeland Financial Corp buyer in Q4 2024 was Neuberger Berman Group, an estimated $11.5M added.
  • The largest Lakeland Financial Corp seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2024.