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LBAI

Lakeland Bancorp Inc

Delisted

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

133 hedge funds and large institutions have $416M invested in Lakeland Bancorp Inc in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 131133 (+2)

5% more capital invested

Capital invested by funds: $397M → $416M (+$18.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
46
Reduced
38
Closed
17
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$48.7M -$388K -24,516 -0.7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$44.9M +$1.75M +110,174 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$40.3M +$1.05M +66,297 +3%
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$34.7M +$1.02M +64,493 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.6M +$2.59M +163,343 +8%
BFC
6
Banc Funds Company
Illinois
$21.2M +$4.54M +286,852 +25%
Northern Trust
7
Northern Trust
Illinois
$18.8M +$284K +17,904 +1%
SFM
8
Systematic Financial Management
New Jersey
$18M -$1.01M -64,011 -5%
State Street
9
State Street
Massachusetts
$15.2M -$102K -6,464 -0.6%
Renaissance Technologies
10
Renaissance Technologies
New York
$12.4M +$1.23M +77,598 +10%
MCM
11
Maltese Capital Management
New York
$10M +$358K +22,606 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$8.88M +$1.01M +63,470 +12%
LSV Asset Management
13
LSV Asset Management
Illinois
$6.18M +$353K +22,300 +6%
FP
14
Foundry Partners
Minnesota
$5.43M -$97K -6,125 -2%
MCM
15
McRae Capital Management
New Jersey
$4.94M +$674K +42,540 +15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.65M +$203K +12,818 +4%
BCM
17
Basswood Capital Management
New York
$4.39M +$1.72M +108,590 +58%
HAI
18
Hennessy Advisors Inc
California
$4.11M +$555K +35,000 +15%
Charles Schwab
19
Charles Schwab
California
$4M +$448K +28,293 +12%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.31M -$4.45K -281 -0.1%
BCM
21
Bridgeway Capital Management
Texas
$2.92M +$242K +15,300 +9%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$2.6M +$2.75M +173,820 New
GC
23
Guggenheim Capital
Illinois
$2.43M -$99.2K -6,260 -4%
Prudential Financial
24
Prudential Financial
New Jersey
$2.28M +$865K +54,594 +56%
BCM
25
BHZ Capital Management
California
$2.08M +$2.21M +139,665 New

LBAI Hedge Fund Activity: Q1 2019 in Review

133 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q1 2019, worth a combined $416M — up 4.7% from $397M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LBAI positions and 17 closed out — a net gain of 2 holders — while 46 added to existing stakes and 38 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $4.54M. The largest seller was Mendon Capital Advisors, exiting entirely with an estimated $4M sold.

  • 133 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q1 2019, up from 131 in Q4 2018.
  • Funds reported $416M of Lakeland Bancorp Inc stock for Q1 2019, up 4.7% quarter-over-quarter.
  • 19 funds opened new Lakeland Bancorp Inc positions in Q1 2019 and 17 closed out, a net change of +2 holders.
  • The largest Lakeland Bancorp Inc buyer in Q1 2019 was Banc Funds Company, an estimated $4.54M added.
  • The largest Lakeland Bancorp Inc seller in Q1 2019 was Mendon Capital Advisors, an estimated $4M sold.

Based on aggregated 13F filings for Q1 2019.