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LBAI

Lakeland Bancorp Inc

Delisted

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

175 hedge funds and large institutions have $522M invested in Lakeland Bancorp Inc in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

903% more call options, than puts

Call options by funds: $632K | Put options by funds: $63K

1% less funds holding

Funds holding: 176175 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

13% less capital invested

Capital invested by funds: $602M → $522M (-$80.2M)

19% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 70

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
175
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
57
Reduced
70
Closed
19
Calls
$632K
Puts
$63K
Net Calls
+$569K
Net Calls Change
+$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$322K -$2.29K -164 -0.7%
II
102
Inspire Investing
Idaho
$313K +$82K +5,879 +34%
Deutsche Bank
103
Deutsche Bank
Germany
$310K -$690K -49,421 -68%
BFG
104
Bleakley Financial Group
New Jersey
$300K +$11.1K +792 +4%
SS
105
Simplicity Solutions
Minnesota
$300K +$11.1K +792 +4%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$290K -$15.7K -1,127 -5%
BCI
107
Brinker Capital Investments
Pennsylvania
$281K -$1.37K -98 -0.5%
OPS
108
Orion Portfolio Solutions
Nebraska
$281K -$1.37K -98 -0.5%
MAA
109
Matrix Asset Advisors
New York
$280K
DADC
110
D.A. Davidson & Co
Montana
$278K -$279 -20 -0.1%
JMPWA
111
JP Morgan Private Wealth Advisors
California
$270K -$455K -32,576 -62%
GC
112
Guggenheim Capital
Illinois
$266K +$278K +19,895 New
Corient Private Wealth
113
Corient Private Wealth
Florida
$257K -$4.7K -337 -2%
NCG
114
Newport Capital Group
New Jersey
$255K +$266K +19,040 New
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$251K -$52.4K -3,753 -17%
Mariner
116
Mariner
Kansas
$249K +$4.38K +314 +2%
PWM
117
Perigon Wealth Management
California
$244K
CC
118
Cannell & Co
New York
$241K +$41.9K +3,000 +20%
ASRS
119
Arizona State Retirement System
Arizona
$232K -$7.3K -523 -3%
SFI
120
Susquehanna Fundamental Investments
Pennsylvania
$222K
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$218K -$255K -18,302 -53%
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$215K -$772K -55,296 -77%
RJA
123
Raymond James & Associates
Florida
$214K +$56.3K +4,033 +34%
GEA
124
Glen Eagle Advisors
New Jersey
$202K +$2.43K +174 +1%
AWM
125
Apollon Wealth Management
South Carolina
$200K

LBAI Hedge Fund Activity: Q2 2023 in Review

175 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q2 2023, worth a combined $522M — down 13% from $602M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of LBAI and 18 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 57 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $5.02M. The largest seller was Versor Investments, cutting an estimated $12.5M.

  • 175 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q2 2023, down from 176 in Q1 2023.
  • Funds reported $522M of Lakeland Bancorp Inc stock for Q2 2023, down 13% quarter-over-quarter.
  • 18 funds opened new Lakeland Bancorp Inc positions in Q2 2023 and 19 closed out, a net change of -1 holder.
  • The largest Lakeland Bancorp Inc buyer in Q2 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $5.02M added.
  • The largest Lakeland Bancorp Inc seller in Q2 2023 was Versor Investments, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2023.