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LBAI

Lakeland Bancorp Inc

Delisted

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

149 hedge funds and large institutions have $516M invested in Lakeland Bancorp Inc in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $373M → $516M (+$144M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

9% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 53

1% less funds holding

Funds holding: 151149 (-2)

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
48
Reduced
53
Closed
14
Calls
$1.58M
Puts
Net Calls
+$1.58M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$76.1M +$5.91M +381,741 +10%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$54.6M -$525K -33,885 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.9M +$1.11M +71,950 +3%
SFM
4
Systematic Financial Management
New Jersey
$23.2M +$958K +61,858 +5%
State Street
5
State Street
Massachusetts
$21.4M +$2.15M +139,068 +13%
BFC
6
Banc Funds Company
Illinois
$19M -$609K -39,360 -3%
MCM
7
Maltese Capital Management
New York
$17.6M -$119K -7,674 -0.8%
FCM
8
FJ Capital Management
Virginia
$16.7M +$14.8M +957,000 New
KCM
9
Kennedy Capital Management
Missouri
$16M +$1.21M +78,197 +9%
Northern Trust
10
Northern Trust
Illinois
$15.2M -$5.81M -375,227 -30%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$14.9M +$934K +60,340 +8%
Renaissance Technologies
12
Renaissance Technologies
New York
$11.7M -$3.75M -242,500 -26%
JP Morgan Chase
13
JP Morgan Chase
New York
$10.2M +$1.56M +100,580 +21%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$8.24M -$580K -37,488 -7%
N
15
Nuveen
North Carolina
$7.97M -$150K -9,666 -2%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$6.63M +$2.79M +180,393 +90%
LSV Asset Management
17
LSV Asset Management
Illinois
$6.54M -$173K -11,200 -3%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$6.46M -$525K -33,880 -8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.3M -$41.2K -2,664 -0.7%
Charles Schwab
20
Charles Schwab
California
$5.92M +$151K +9,721 +3%
HAI
21
Hennessy Advisors Inc
California
$5.67M +$1.78M +115,000 +55%
FP
22
Foundry Partners
Minnesota
$5.39M -$203K -13,130 -4%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.35M +$394K +25,428 +9%
BCM
24
Basswood Capital Management
New York
$4.91M
PI
25
Putnam Investments
Massachusetts
$4.82M +$426K +27,500 +11%

LBAI Hedge Fund Activity: Q1 2021 in Review

149 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q1 2021, worth a combined $516M — up 39% from $373M a quarter earlier.

Fund positioning in LBAI was balanced in Q1 2021: 14 funds opened new positions, 14 closed out, 48 added to existing stakes and 53 trimmed.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $14.8M. The largest seller was Northern Trust, cutting an estimated $5.81M.

  • 149 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q1 2021, down from 151 in Q4 2020.
  • Funds reported $516M of Lakeland Bancorp Inc stock for Q1 2021, up 39% quarter-over-quarter.
  • 14 funds opened new Lakeland Bancorp Inc positions in Q1 2021 and 14 closed out, a net change of 0 holders.
  • The largest Lakeland Bancorp Inc buyer in Q1 2021 was FJ Capital Management, an estimated $14.8M added.
  • The largest Lakeland Bancorp Inc seller in Q1 2021 was Northern Trust, an estimated $5.81M sold.

Based on aggregated 13F filings for Q1 2021.