We are live on ! Find out more
LBAI

Lakeland Bancorp Inc

Delisted

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

174 hedge funds and large institutions have $589M invested in Lakeland Bancorp Inc in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

23% more capital invested

Capital invested by funds: $480M → $589M (+$109M)

15% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 55

1% more funds holding

Funds holding: 173174 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
174
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
63
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
51
Brown Brothers Harriman & Co
New York
$1.63M
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$1.53M +$27.1K +2,123 +2%
UBS Group
53
UBS Group
Switzerland
$1.44M +$621K +48,597 +100%
GA
54
Gateway Advisory
New Jersey
$1.3M -$81K -6,345 -7%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.28M -$232K -18,190 -17%
Assenagon Asset Management
56
Assenagon Asset Management
Luxembourg
$1.27M -$1.56M -122,027 -59%
UBS AM
57
UBS AM
Illinois
$1.24M
EF
58
Empowered Funds
Pennsylvania
$1.13M -$216K -16,928 -18%
CG
59
Carmignac Gestion
France
$1.08M
SC
60
Sagefield Capital
Texas
$1.06M -$324K -25,348 -26%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$1.04M
Legal & General Group
62
Legal & General Group
United Kingdom
$1.01M
GF
63
Gabelli Funds
New York
$970K +$477K +37,383 +133%
SFP
64
Sterling Financial Planning
New Jersey
$933K -$16.6K -1,300 -2%
Rafferty Asset Management
65
Rafferty Asset Management
New York
$930K +$410K +32,131 +105%
LA
66
Legacy Advisors
Pennsylvania
$919K
Squarepoint
67
Squarepoint
New York
$904K +$741 +58 +0.1%
GCIA
68
Gabelli & Co Investment Advisers
New York
$902K +$243K +19,000 +45%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$859K +$23.8K +1,866 +3%
Ameriprise
70
Ameriprise
Minnesota
$837K +$170K +13,300 +31%
Two Sigma Investments
71
Two Sigma Investments
New York
$832K -$209K -16,385 -23%
VF
72
Virtu Financial
New York
$790K +$682K +53,399 New
BGIM
73
Brandywine Global Investment Management
Pennsylvania
$732K -$64.3K -5,034 -9%
OR
74
Olympiad Research
Connecticut
$687K
CFO
75
Collective Family Office
Pennsylvania
$684K

LBAI Hedge Fund Activity: Q4 2023 in Review

174 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q4 2023, worth a combined $589M — up 23% from $480M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LBAI positions and 16 closed out — a net gain of 5 holders — while 63 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.4M. The largest seller was Principal Financial Group, exiting entirely with an estimated $3.77M sold.

  • 174 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q4 2023, up from 173 in Q3 2023.
  • Funds reported $589M of Lakeland Bancorp Inc stock for Q4 2023, up 23% quarter-over-quarter.
  • 21 funds opened new Lakeland Bancorp Inc positions in Q4 2023 and 16 closed out, a net change of +5 holders.
  • The largest Lakeland Bancorp Inc buyer in Q4 2023 was Morgan Stanley, an estimated $15.4M added.
  • The largest Lakeland Bancorp Inc seller in Q4 2023 was Principal Financial Group, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2023.