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LBAI

Lakeland Bancorp Inc

Delisted

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

138 hedge funds and large institutions have $496M invested in Lakeland Bancorp Inc in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $436M → $496M (+$59.4M)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 141138 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
48
Reduced
45
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$69.7M +$928K +56,388 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$53.3M +$498K +30,227 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.9M +$359K +21,800 +0.9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$33.2M -$5M -303,480 -14%
BFC
5
Banc Funds Company
Illinois
$26M -$247K -15,000 -1%
SFM
6
Systematic Financial Management
New Jersey
$22.5M +$1.33M +80,548 +7%
Northern Trust
7
Northern Trust
Illinois
$22.4M -$203K -12,313 -0.9%
Renaissance Technologies
8
Renaissance Technologies
New York
$19.2M +$1.27M +77,100 +8%
State Street
9
State Street
Massachusetts
$19.1M +$617K +37,472 +4%
MCM
10
Maltese Capital Management
New York
$14.8M +$2.38M +144,536 +20%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$12.4M +$276K +16,741 +2%
N
12
Nuveen
North Carolina
$9.45M +$539K +32,766 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.63M +$1.03M +62,492 +20%
LSV Asset Management
14
LSV Asset Management
Illinois
$6.17M -$902K -54,800 -13%
MCM
15
McRae Capital Management
New Jersey
$5.72M -$44.5K -2,700 -0.8%
FP
16
Foundry Partners
Minnesota
$5.58M -$333K -20,225 -6%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$5.43M -$873K -53,040 -15%
Goldman Sachs
18
Goldman Sachs
New York
$5.28M +$1.17M +71,233 +31%
Charles Schwab
19
Charles Schwab
California
$5.09M +$86.4K +5,245 +2%
HAI
20
Hennessy Advisors Inc
California
$5.04M +$165K +10,000 +4%
BCM
21
Basswood Capital Management
New York
$4.9M -$208K -12,636 -4%
BCM
22
Bridgeway Capital Management
Texas
$3.98M +$107K +6,500 +3%
Principal Financial Group
23
Principal Financial Group
Iowa
$3.94M +$42.8K +2,599 +1%
Millennium Management
24
Millennium Management
New York
$3.62M -$1.8M -109,493 -34%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.56M +$1.38M +83,852 +69%

LBAI Hedge Fund Activity: Q4 2019 in Review

138 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q4 2019, worth a combined $496M — up 14% from $436M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of LBAI and 11 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 48 added.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.17M. The largest seller was Wellington Management Group, cutting an estimated $5M.

  • 138 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q4 2019, down from 141 in Q3 2019.
  • Funds reported $496M of Lakeland Bancorp Inc stock for Q4 2019, up 14% quarter-over-quarter.
  • 11 funds opened new Lakeland Bancorp Inc positions in Q4 2019 and 13 closed out, a net change of -2 holders.
  • The largest Lakeland Bancorp Inc buyer in Q4 2019 was Kennedy Capital Management, an estimated $3.17M added.
  • The largest Lakeland Bancorp Inc seller in Q4 2019 was Wellington Management Group, an estimated $5M sold.

Based on aggregated 13F filings for Q4 2019.