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LBAI

Lakeland Bancorp Inc

Delisted

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

173 hedge funds and large institutions have $480M invested in Lakeland Bancorp Inc in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 51

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% less funds holding

Funds holding: 175173 (-2)

8% less capital invested

Capital invested by funds: $522M → $480M (-$42.2M)

Holders
173
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
68
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$311K +$8.47K +612 +3%
II
102
Inspire Investing
Idaho
$307K +$12.7K +915 +4%
Wells Fargo
103
Wells Fargo
California
$300K -$64.2K -4,636 -16%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$280K +$7.32K +529 +2%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$279K +$47.1K +3,403 +18%
BFG
106
Bleakley Financial Group
New Jersey
$276K -$7.39K -534 -2%
SS
107
Simplicity Solutions
Minnesota
$276K -$7.39K -534 -2%
MAA
108
Matrix Asset Advisors
New York
$263K
BCI
109
Brinker Capital Investments
Pennsylvania
$263K -$1.87K -135 -0.6%
OPS
110
Orion Portfolio Solutions
Nebraska
$263K -$1.87K -135 -0.6%
DADC
111
D.A. Davidson & Co
Montana
$262K +$180 +13 +0.1%
TI
112
Trexquant Investment
Connecticut
$254K +$120K +8,651 +75%
GC
113
Guggenheim Capital
Illinois
$251K
NCG
114
Newport Capital Group
New Jersey
$240K
PWM
115
Perigon Wealth Management
California
$231K +$845 +61 +0.3%
JMPWA
116
JP Morgan Private Wealth Advisors
California
$230K -$26.7K -1,931 -10%
CC
117
Cannell & Co
New York
$227K
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$225K -$171K -12,347 -41%
ECM
119
EMC Capital Management
Texas
$223K +$197K +14,202 +406%
ASRS
120
Arizona State Retirement System
Arizona
$222K +$3.75K +271 +2%
SEI Investments
121
SEI Investments
Pennsylvania
$208K -$107K -7,700 -32%
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$203K +$28 +2 +0%
GEA
123
Glen Eagle Advisors
New Jersey
$193K +$2.08K +150 +1%
AAS
124
Avantax Advisory Services
Texas
$190K +$209K +15,074 New
AWM
125
Apollon Wealth Management
South Carolina
$189K

LBAI Hedge Fund Activity: Q3 2023 in Review

173 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q3 2023, worth a combined $480M — down 8.1% from $522M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LBAI positions and 14 closed out — a net gain of 1 holder — while 68 added to existing stakes and 51 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $5.11M. The largest seller was Versor Investments, exiting entirely with an estimated $8.41M sold.

  • 173 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q3 2023, down from 175 in Q2 2023.
  • Funds reported $480M of Lakeland Bancorp Inc stock for Q3 2023, down 8.1% quarter-over-quarter.
  • 15 funds opened new Lakeland Bancorp Inc positions in Q3 2023 and 14 closed out, a net change of +1 holder.
  • The largest Lakeland Bancorp Inc buyer in Q3 2023 was AllianceBernstein, an estimated $5.11M added.
  • The largest Lakeland Bancorp Inc seller in Q3 2023 was Versor Investments, an estimated $8.41M sold.

Based on aggregated 13F filings for Q3 2023.