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LBAI

Lakeland Bancorp Inc

Delisted

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

82 hedge funds and large institutions have $196M invested in Lakeland Bancorp Inc in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $163M → $196M (+$32.4M)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

10% less funds holding

Funds holding: 9182 (-9)

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
82
Holders Change
-9
Holders Change %
-9.89%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
27
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$43.5M +$2.67M +243,304 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.8M +$793K +72,278 +5%
BFC
3
Banc Funds Company
Illinois
$15.2M +$818K +74,600 +6%
SFM
4
Systematic Financial Management
New Jersey
$14.9M -$72.2K -6,578 -0.5%
BIT
5
BlackRock Institutional Trust
California
$12.9M -$126K -11,524 -1%
BFA
6
BlackRock Fund Advisors
California
$12.2M +$1.6M +145,964 +16%
Northern Trust
7
Northern Trust
Illinois
$11.8M -$78.1K -7,121 -0.7%
Vanguard Group
8
Vanguard Group
Pennsylvania
$11.4M +$113K +10,334 +1%
State Street
9
State Street
Massachusetts
$6.66M +$262K +23,927 +4%
LSV Asset Management
10
LSV Asset Management
Illinois
$6.04M
BMCMI
11
Bryn Mawr Capital Management Inc
Pennsylvania
$4.98M -$1.17M -106,745 -20%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.71M -$23.1K -2,105 -0.9%
BCM
13
Bridgeway Capital Management
Texas
$2.42M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.28M +$41K +3,742 +2%
TCIM
15
TIAA CREF Investment Management
New York
$2.18M +$12.2K +1,114 +0.6%
BCM
16
Basswood Capital Management
New York
$2.17M
BIM
17
BlackRock Investment Management
Delaware
$1.46M -$20K -1,820 -1%
Deutsche Bank
18
Deutsche Bank
Germany
$1.41M -$848K -77,346 -39%
Charles Schwab
19
Charles Schwab
California
$1.39M +$253K +23,110 +24%
BMO
20
Beck Mack & Oliver
New York
$1.34M
FG
21
FSI Group
Ohio
$1.29M +$18.6K +1,700 +2%
GC
22
Guggenheim Capital
Illinois
$1.2M +$173K +15,788 +18%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.16M +$30.9K +2,818 +3%
Morgan Stanley
24
Morgan Stanley
New York
$1.11M +$661K +60,295 +175%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.08M

LBAI Hedge Fund Activity: Q4 2014 in Review

82 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q4 2014, worth a combined $196M — up 20% from $163M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of LBAI and 3 opened new positions — a net loss of 8 holders — while 27 trimmed existing stakes and 27 added.

The largest buyer was Wellington Management Group, adding an estimated $2.67M. The largest seller was Penn Capital Management, exiting entirely with an estimated $2.49M sold.

  • 82 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q4 2014, down from 91 in Q3 2014.
  • Funds reported $196M of Lakeland Bancorp Inc stock for Q4 2014, up 20% quarter-over-quarter.
  • 3 funds opened new Lakeland Bancorp Inc positions in Q4 2014 and 11 closed out, a net change of -8 holders.
  • The largest Lakeland Bancorp Inc buyer in Q4 2014 was Wellington Management Group, an estimated $2.67M added.
  • The largest Lakeland Bancorp Inc seller in Q4 2014 was Penn Capital Management, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2014.