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LBAI

Lakeland Bancorp Inc

Delisted

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

111 hedge funds and large institutions have $513M invested in Lakeland Bancorp Inc in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $493M → $513M (+$20M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 116111 (-5)

20% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 41

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
33
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$82.7M +$8.03M +400,456 +11%
BlackRock
2
BlackRock
New York
$59.2M -$102K -5,089 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$50.4M +$1.09M +54,340 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$41.4M +$1.09M +54,402 +3%
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$40.4M +$845K +42,131 +2%
BFC
6
Banc Funds Company
Illinois
$29.1M -$378K -18,870 -1%
Northern Trust
7
Northern Trust
Illinois
$25M +$167K +8,355 +0.7%
State Street
8
State Street
Massachusetts
$23M +$1.41M +70,182 +6%
SFM
9
Systematic Financial Management
New Jersey
$18.8M -$452K -22,553 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$9.99M +$50.1K +2,500 +0.5%
MCA
11
Mendon Capital Advisors
Florida
$9.93M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$8.4M +$308K +15,364 +4%
FP
13
Foundry Partners
Minnesota
$6.18M -$19.5K -975 -0.3%
KCM
14
Kennedy Capital Management
Missouri
$5.73M -$529K -26,373 -8%
MCM
15
McRae Capital Management
New Jersey
$5.7M -$351K -17,497 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.54M -$3.51M -175,196 -39%
LSV Asset Management
17
LSV Asset Management
Illinois
$5.43M -$116K -5,800 -2%
Principal Financial Group
18
Principal Financial Group
Iowa
$4.27M +$4.06M +202,324 +1,572%
Charles Schwab
19
Charles Schwab
California
$4.25M +$206K +10,259 +5%
Millennium Management
20
Millennium Management
New York
$3.79M +$3.83M +191,002 New
BCM
21
Basswood Capital Management
New York
$3.69M
BCM
22
Bridgeway Capital Management
Texas
$3.28M -$601K -30,000 -15%
HCM
23
Highlander Capital Management
New Jersey
$3.14M +$2.79M +139,425 +640%
ROC
24
River Oaks Capital
Minnesota
$3.1M -$826K -41,200 -21%
GC
25
Guggenheim Capital
Illinois
$3.08M +$1.04M +51,913 +50%

LBAI Hedge Fund Activity: Q1 2018 in Review

111 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q1 2018, worth a combined $513M — up 4.1% from $493M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LBAI and 11 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 33 added.

The largest buyer was Wellington Management Group, adding an estimated $8.03M. The largest seller was Morgan Stanley, cutting an estimated $6.41M.

  • 111 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q1 2018, down from 116 in Q4 2017.
  • Funds reported $513M of Lakeland Bancorp Inc stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 11 funds opened new Lakeland Bancorp Inc positions in Q1 2018 and 16 closed out, a net change of -5 holders.
  • The largest Lakeland Bancorp Inc buyer in Q1 2018 was Wellington Management Group, an estimated $8.03M added.
  • The largest Lakeland Bancorp Inc seller in Q1 2018 was Morgan Stanley, an estimated $6.41M sold.

Based on aggregated 13F filings for Q1 2018.