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LBAI

Lakeland Bancorp Inc

Delisted

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

78 hedge funds and large institutions have $172M invested in Lakeland Bancorp Inc in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 7778 (+1)

8% less capital invested

Capital invested by funds: $186M → $172M (-$14.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
33
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$37.8M -$683K -62,622 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.2M +$221K +20,312 +1%
BIT
3
BlackRock Institutional Trust
California
$12.1M +$371K +34,012 +3%
SFM
4
Systematic Financial Management
New Jersey
$11.7M -$39.7K -3,640 -0.3%
Northern Trust
5
Northern Trust
Illinois
$11.2M -$376K -34,505 -3%
BFA
6
BlackRock Fund Advisors
California
$11.2M +$98.1K +9,000 +0.9%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.92M +$662K +60,681 +7%
BMCMI
8
Bryn Mawr Capital Management Inc
Pennsylvania
$9.69M -$6.8M -623,446 -41%
BFC
9
Banc Funds Company
Illinois
$7.57M +$7M +641,770 +996%
State Street
10
State Street
Massachusetts
$5.87M +$103K +9,447 +2%
LSV Asset Management
11
LSV Asset Management
Illinois
$3.97M +$950K +87,098 +31%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.46M +$12.6K +1,153 +0.5%
PCM
13
Penn Capital Management
Pennsylvania
$2.31M +$347K +31,780 +17%
BCM
14
Basswood Capital Management
New York
$1.99M
TCIM
15
TIAA CREF Investment Management
New York
$1.86M -$33K -3,024 -2%
GC
16
Guggenheim Capital
Illinois
$1.85M +$543K +49,801 +40%
Deutsche Bank
17
Deutsche Bank
Germany
$1.8M +$535K +49,062 +41%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.7M +$141K +12,959 +9%
BCM
19
Bridgeway Capital Management
Texas
$1.55M
BIM
20
BlackRock Investment Management
Delaware
$1.38M +$37.9K +3,474 +3%
FG
21
FSI Group
Ohio
$1.25M -$248K -22,706 -16%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.06M -$439K -40,226 -29%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.06M -$28.2K -2,586 -3%
PPA
24
Parametric Portfolio Associates
Washington
$896K -$22.4K -2,051 -2%
Charles Schwab
25
Charles Schwab
California
$855K +$22K +2,016 +3%

LBAI Hedge Fund Activity: Q1 2014 in Review

78 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q1 2014, worth a combined $172M — down 7.6% from $186M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LBAI positions and 6 closed out — a net gain of 1 holder — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $7M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $6.8M.

  • 78 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q1 2014, up from 77 in Q4 2013.
  • Funds reported $172M of Lakeland Bancorp Inc stock for Q1 2014, down 7.6% quarter-over-quarter.
  • 7 funds opened new Lakeland Bancorp Inc positions in Q1 2014 and 6 closed out, a net change of +1 holder.
  • The largest Lakeland Bancorp Inc buyer in Q1 2014 was Banc Funds Company, an estimated $7M added.
  • The largest Lakeland Bancorp Inc seller in Q1 2014 was Bryn Mawr Capital Management Inc, an estimated $6.8M sold.

Based on aggregated 13F filings for Q1 2014.