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
Creative Planning
76
Creative Planning
Kansas
$648K +$226K +17,656 +67%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$630K +$75.6K +5,915 +16%
PCM
78
Prelude Capital Management
New York
$623K -$38 -3 -0%
YCM
79
Yakira Capital Management
Connecticut
$599K -$1.17M -91,401 -69%
Stifel Financial
80
Stifel Financial
Missouri
$556K -$98.5K -7,709 -17%
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$553K -$626 -49 -0.1%
MIM
82
MetLife Investment Management
New Jersey
$484K
TI
83
Trexquant Investment
Connecticut
$477K +$154K +12,089 +60%
AIG
84
American International Group
New York
$459K -$1.6K -125 -0.4%
Jane Street
85
Jane Street
New York
$451K +$389K +30,486 New
SM
86
Salzhauer Michael
$447K -$42.8K -3,349 -10%
EM
87
ELCO Management
New York
$425K +$367K +28,755 New
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
$422K
VOYA Investment Management
89
VOYA Investment Management
Georgia
$407K +$4.96K +388 +1%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$404K +$66K +5,169 +23%
II
91
Inspire Investing
Idaho
$385K +$21.5K +1,681 +7%
WPW
92
Waldron Private Wealth
Pennsylvania
$367K
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$357K -$6.71K -525 -2%
PGFC
94
Peapack-Gladstone Financial Corp
New Jersey
$344K -$44.7K -3,500 -13%
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$344K -$32.7K -2,561 -10%
Wells Fargo
96
Wells Fargo
California
$343K -$7.46K -584 -2%
OAM
97
Oxford Asset Management
United Kingdom
$339K +$293K +22,942 New
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$337K +$8.21K +643 +3%
SG Americas Securities
99
SG Americas Securities
New York
$327K +$134K +10,463 +90%
MAA
100
Matrix Asset Advisors
New York
$309K

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.