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LBAI

Lakeland Bancorp Inc
LBAI

Delisted

LBAI was delisted on the 15th of May, 2024.

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111 hedge funds and large institutions have $513M invested in Lakeland Bancorp Inc in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $493M → $513M (+$20M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 116 → 111 (-5)

20% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 41

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
33
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.03M
2
Principal Financial Group
Principal Financial Group
Iowa
+$4.06M
3
Millennium Management
Millennium Management
New York
+$3.83M
4
HCM
Highlander Capital Management
New Jersey
+$2.79M
5
State Street
State Street
Massachusetts
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.41M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.51M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$2.95M
4
WI
WBI Investments
New Jersey
-$1.03M
5
SCM
Sterling Capital Management
North Carolina
-$948K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.8M +$672K +33,540 +31%
Morgan Stanley
27
Morgan Stanley
New York
$2.67M -$6.41M -319,775 -70%
ClearBridge Investments
28
ClearBridge Investments
New York
$2.64M -$25.1K -1,254 -0.9%
Wells Fargo
29
Wells Fargo
California
$2.63M +$247K +12,307 +10%
TCIM
30
TIAA CREF Investment Management
New York
$2.52M +$207K +10,317 +9%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$2.1M +$295K +14,734 +16%
Prudential Financial
32
Prudential Financial
New Jersey
$2.02M -$23.3K -1,160 -1%
Bank of America
33
Bank of America
North Carolina
$1.78M +$81.5K +4,066 +5%
First Trust Advisors
34
First Trust Advisors
Illinois
$1.7M -$770K -38,433 -31%
TA
35
Teachers Advisors
New York
$1.63M – – –
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.55M +$70.2K +3,500 +5%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$1.5M -$52.4K -2,614 -3%
Deutsche Bank
38
Deutsche Bank
Germany
$1.36M -$753K -37,577 -35%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$1.36M -$48K -2,397 -3%
EMFAT
40
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.31M – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.16M -$92.7K -4,623 -7%
Invesco
42
Invesco
Georgia
$1.13M +$284K +14,190 +33%
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$1.11M – – –
Goldman Sachs
44
Goldman Sachs
New York
$1.09M -$49.1K -2,448 -4%
CS
45
Credit Suisse
Switzerland
$1.08M -$234K -11,673 -18%
PPA
46
Parametric Portfolio Associates
Washington
$1.03M -$82.8K -4,129 -7%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1M -$26.1K -1,300 -3%
BBHC
48
Brown Brothers Harriman & Co
New York
$993K – – –
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$967K – – –
PA
50
Pinnacle Associates
New York
$863K -$351K -17,500 -29%
1
2
3 4 5

LBAI Hedge Fund Activity: Q1 2018 in Review

111 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q1 2018, worth a combined $513M — up 4.1% from $493M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LBAI and 11 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 33 added.

The largest buyer was Wellington Management Group, adding an estimated $8.03M. The largest seller was Morgan Stanley, cutting an estimated $6.41M.

  • 111 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q1 2018, down from 116 in Q4 2017.
  • Funds reported $513M of Lakeland Bancorp Inc stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 11 funds opened new Lakeland Bancorp Inc positions in Q1 2018 and 16 closed out, a net change of -5 holders.
  • The largest Lakeland Bancorp Inc buyer in Q1 2018 was Wellington Management Group, an estimated $8.03M added.
  • The largest Lakeland Bancorp Inc seller in Q1 2018 was Morgan Stanley, an estimated $6.41M sold.

Based on aggregated 13F filings for Q1 2018.