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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
NL
151
NVWM LLC
Pennsylvania
$33K
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$22.2K
SSB
153
Sandy Spring Bank
Maryland
$12.3K
S
154
SignatureFD
Georgia
$10.5K +$3.05K +220 +36%
PWMG
155
Prestige Wealth Management Group
New Jersey
$8.24K
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$7K +$2.95K +213 +58%
GWS
157
Glassman Wealth Services
Virginia
$5.12K
QCG
158
Quadrant Capital Group
Ohio
$4.17K +$1.54K +111 +51%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.63K +190 +241%
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$2.85K +$28 +2 +0.9%
BTI
161
Blue Trust Inc
Georgia
$2K +$1.92K +139 +421%
FFA
162
Farther Finance Advisors
California
$1.34K
CCA
163
Column Capital Advisors
Indiana
$1.26K
C
164
Covestor
United Kingdom
$1K -$69 -5 -11%
GRP
165
Global Retirement Partners
California
$698 +$305 +22 +65%
LC
166
Lindbrook Capital
California
$631 +$692 +50 New
GI
167
Gradient Investments
Minnesota
$602 +$14 +1 +2%
PA
168
Parallel Advisors
California
$559 +$249 +18 +69%
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$429 +$471 +34 New
Comerica Bank
170
Comerica Bank
Texas
$416 +$457 +33 New
AF
171
Allworth Financial
California
$341 +$374 +27 New
PFBT
172
Parkside Financial Bank & Trust
Missouri
$328
VCM
173
Versant Capital Management
Arizona
$202
VI
174
Versor Investments
New York
-$8.41M -628,081 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
175
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.81M -359,400 Closed

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.