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LBAI

Lakeland Bancorp Inc

Delisted

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

152 hedge funds and large institutions have $524M invested in Lakeland Bancorp Inc in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 59 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 149152 (+3)

1% more capital invested

Capital invested by funds: $516M → $524M (+$7.1M)

20% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 59

Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
47
Reduced
59
Closed
9
Calls
$1.41M
Puts
Net Calls
+$1.41M
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$73.2M -$3.23M -178,210 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$54.7M +$5.33K +294 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.7M -$320K -17,660 -0.7%
FCM
4
FJ Capital Management
Virginia
$38.6M +$22.7M +1,252,000 +131%
SFM
5
Systematic Financial Management
New Jersey
$28.1M +$5.03M +277,139 +21%
State Street
6
State Street
Massachusetts
$24.5M +$3.17M +174,669 +14%
MCM
7
Maltese Capital Management
New York
$16M -$1.71M -94,400 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.2M +$222K +12,240 +1%
Northern Trust
9
Northern Trust
Illinois
$15.2M -$36.2K -1,995 -0.2%
BFC
10
Banc Funds Company
Illinois
$14.1M -$5.16M -284,676 -26%
KCM
11
Kennedy Capital Management
Missouri
$10.7M -$5.46M -300,915 -33%
Renaissance Technologies
12
Renaissance Technologies
New York
$10.3M -$1.57M -86,600 -13%
JP Morgan Chase
13
JP Morgan Chase
New York
$8.99M -$1.27M -70,151 -12%
N
14
Nuveen
North Carolina
$7.42M -$597K -32,936 -7%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$6.83M +$366K +20,200 +5%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$6.67M +$31.2K +1,720 +0.5%
HAI
17
Hennessy Advisors Inc
California
$6.38M +$725K +40,000 +12%
LSV Asset Management
18
LSV Asset Management
Illinois
$6.36M -$209K -11,500 -3%
Charles Schwab
19
Charles Schwab
California
$6.05M +$114K +6,274 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.94M -$398K -21,917 -6%
Principal Financial Group
21
Principal Financial Group
Iowa
$5.79M +$440K +24,259 +8%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$5.4M +$1.31M +72,188 +31%
BCM
23
Basswood Capital Management
New York
$4.92M
FP
24
Foundry Partners
Minnesota
$4.52M -$912K -50,275 -16%
PPA
25
Parametric Portfolio Associates
Washington
$4.42M +$674K +37,150 +17%

LBAI Hedge Fund Activity: Q2 2021 in Review

152 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q2 2021, worth a combined $524M — up 1.4% from $516M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LBAI positions and 9 closed out — a net gain of 3 holders — while 47 added to existing stakes and 59 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $22.7M. The largest seller was Wellington Management Group, cutting an estimated $5.63M.

  • 152 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q2 2021, up from 149 in Q1 2021.
  • Funds reported $524M of Lakeland Bancorp Inc stock for Q2 2021, up 1.4% quarter-over-quarter.
  • 12 funds opened new Lakeland Bancorp Inc positions in Q2 2021 and 9 closed out, a net change of +3 holders.
  • The largest Lakeland Bancorp Inc buyer in Q2 2021 was FJ Capital Management, an estimated $22.7M added.
  • The largest Lakeland Bancorp Inc seller in Q2 2021 was Wellington Management Group, an estimated $5.63M sold.

Based on aggregated 13F filings for Q2 2021.