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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
DADC
101
D.A. Davidson & Co
Montana
$302K -$4.09K -320 -2%
GC
102
Guggenheim Capital
Illinois
$294K
BCI
103
Brinker Capital Investments
Pennsylvania
$292K -$4.45K -348 -2%
OPS
104
Orion Portfolio Solutions
Nebraska
$292K -$4.45K -348 -2%
Corient Private Wealth
105
Corient Private Wealth
Florida
$284K -$204K -16,003 -45%
RJA
106
Raymond James & Associates
Florida
$275K +$95.4K +7,470 +67%
PWM
107
Perigon Wealth Management
California
$269K -$779 -61 -0.3%
TRCT
108
Tower Research Capital (TRC)
New York
$269K +$113K +8,861 +95%
COPPSERS
109
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$267K +$230K +18,031 New
CC
110
Cannell & Co
New York
$266K
HF
111
HRT Financial
New York
$264K +$228K +17,866 New
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$263K
ECM
113
EMC Capital Management
Texas
$262K
BFG
114
Bleakley Financial Group
New Jersey
$257K -$57.8K -4,527 -21%
SS
115
Simplicity Solutions
Minnesota
$257K -$57.8K -4,527 -21%
ASRS
116
Arizona State Retirement System
Arizona
$255K -$4.04K -316 -2%
SEI Investments
117
SEI Investments
Pennsylvania
$249K +$4.02K +315 +2%
AI
118
Atom Investors
Texas
$236K +$47K +3,678 +30%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$232K -$139K -10,919 -41%
GEA
120
Glen Eagle Advisors
New Jersey
$228K +$2.21K +173 +1%
AIM
121
Aigen Investment Management
New York
$225K +$6.45K +505 +3%
AWM
122
Apollon Wealth Management
South Carolina
$221K +$102 +8 +0.1%
SO
123
STRS Ohio
Ohio
$220K +$190K +14,900 New
BPA
124
Beacon Pointe Advisors
California
$218K +$2.11K +165 +1%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$212K +$3.13K +245 +2%

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.