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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
PAG
126
Private Advisor Group
New Jersey
$210K +$181K +14,194 New
PH
127
Pinnacle Holdings
Oklahoma
$208K
Mariner
128
Mariner
Kansas
$208K -$8.21K -643 -4%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$207K +$30K +2,345 +20%
NAMNJ
130
NorthStar Asset Management (New Jersey)
New Jersey
$201K +$173K +13,574 New
XT
131
XTX Topco
Cayman Islands
$180K +$156K +12,202 New
CL
132
CSS LLC
Illinois
$178K -$749K -58,640 -83%
MWP
133
Meridian Wealth Partners
Pennsylvania
$173K +$149K +11,685 New
FSI
134
Flow State Investments
Illinois
$163K +$140K +10,994 New
HWAM
135
Hennion & Walsh Asset Management
New Jersey
$156K -$9.75K -763 -7%
SPS
136
Susquehanna Portfolio Strategies
Pennsylvania
$156K +$135K +10,559 New
GFS
137
GYL Financial Synergies
Connecticut
$153K +$132K +10,335 New
Canada Life
138
Canada Life
Manitoba, Canada
$151K -$11.2K -873 -8%
DFCM
139
Dark Forest Capital Management
Puerto Rico
$149K +$129K +10,097 New
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$134K
SPIA
141
Steward Partners Investment Advisory
New York
$134K
A
142
AlphaQuest
New York
$123K +$106K +8,323 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$96.1K +$16.2K +1,269 +24%
AIP
144
Ameritas Investment Partners
Nebraska
$91.7K
AB
145
Amalgamated Bank
New York
$81K -$8.1K -634 -10%
Osaic Holdings
146
Osaic Holdings
Arizona
$77.7K -$13.5K -1,057 -17%
QCG
147
Quadrant Capital Group
Ohio
$65.5K +$52.4K +4,099 +1,242%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$50.6K
PWMG
149
Private Wealth Management Group
New Jersey
$46.9K +$40.5K +3,172 New
PP
150
PFS Partners
New Jersey
$46.7K

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.