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LBAI

Lakeland Bancorp Inc

Delisted

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

131 hedge funds and large institutions have $397M invested in Lakeland Bancorp Inc in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

8% more funds holding

Funds holding: 121131 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less capital invested

Capital invested by funds: $474M → $397M (-$76.8M)

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
45
Reduced
36
Closed
14
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$48.7M +$1.83M +113,157 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$43M +$2.43M +150,529 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$39M -$5.72M -354,373 -12%
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$33.4M -$1.79M -111,002 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$31.9M +$530K +32,790 +2%
SFM
6
Systematic Financial Management
New Jersey
$18.8M +$3.15M +195,278 +18%
Northern Trust
7
Northern Trust
Illinois
$18.3M +$4.81K +298 +0%
BFC
8
Banc Funds Company
Illinois
$16.5M -$759K -46,989 -4%
State Street
9
State Street
Massachusetts
$15.2M -$1.14M -70,562 -6%
Renaissance Technologies
10
Renaissance Technologies
New York
$11.1M +$1.63M +101,172 +16%
MCM
11
Maltese Capital Management
New York
$9.63M +$1.73M +107,215 +20%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$7.87M +$641K +39,672 +8%
LSV Asset Management
13
LSV Asset Management
Illinois
$5.8M +$1.22M +75,400 +24%
FP
14
Foundry Partners
Minnesota
$5.48M +$1.07M +66,100 +22%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.43M +$326K +20,210 +7%
MCM
16
McRae Capital Management
New Jersey
$4.27M +$56.8K +3,517 +1%
Morgan Stanley
17
Morgan Stanley
New York
$4.13M +$2.61M +161,341 +137%
MCA
18
Mendon Capital Advisors
Florida
$4M -$1.29M -80,000 -23%
HAI
19
Hennessy Advisors Inc
California
$3.55M +$3.88M +240,000 New
Charles Schwab
20
Charles Schwab
California
$3.55M -$44.2K -2,735 -1%
Marshall Wace
21
Marshall Wace
United Kingdom
$3.53M +$2.45M +151,861 +175%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.29M -$27.8K -1,724 -0.8%
BCM
23
Bridgeway Capital Management
Texas
$2.67M +$237K +14,700 +9%
BCM
24
Basswood Capital Management
New York
$2.65M
GC
25
Guggenheim Capital
Illinois
$2.5M -$234K -14,515 -8%

LBAI Hedge Fund Activity: Q4 2018 in Review

131 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q4 2018, worth a combined $397M — down 16% from $474M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LBAI positions and 14 closed out — a net gain of 11 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $3.88M. The largest seller was Wellington Management Group, cutting an estimated $5.72M.

  • 131 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q4 2018, up from 121 in Q3 2018.
  • Funds reported $397M of Lakeland Bancorp Inc stock for Q4 2018, down 16% quarter-over-quarter.
  • 25 funds opened new Lakeland Bancorp Inc positions in Q4 2018 and 14 closed out, a net change of +11 holders.
  • The largest Lakeland Bancorp Inc buyer in Q4 2018 was Hennessy Advisors Inc, an estimated $3.88M added.
  • The largest Lakeland Bancorp Inc seller in Q4 2018 was Wellington Management Group, an estimated $5.72M sold.

Based on aggregated 13F filings for Q4 2018.