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LBAI

Lakeland Bancorp Inc

Delisted

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

150 hedge funds and large institutions have $552M invested in Lakeland Bancorp Inc in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

5% more capital invested

Capital invested by funds: $524M → $552M (+$28.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 152150 (-2)

Holders
150
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
54
Reduced
44
Closed
15
Calls
$830K
Puts
Net Calls
+$830K
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$72.6M -$1.23M -73,799 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$54.9M -$280K -16,853 -0.5%
FCM
3
FJ Capital Management
Virginia
$54.6M +$14.8M +890,000 +40%
Vanguard Group
4
Vanguard Group
Pennsylvania
$51.8M +$6.36M +383,146 +15%
SFM
5
Systematic Financial Management
New Jersey
$29.2M +$788K +47,471 +3%
State Street
6
State Street
Massachusetts
$24.7M -$37.6K -2,261 -0.2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$15.3M +$19.9K +1,201 +0.1%
Northern Trust
8
Northern Trust
Illinois
$14.9M -$382K -22,981 -3%
MCM
9
Maltese Capital Management
New York
$14.4M -$1.6M -96,336 -11%
BFC
10
Banc Funds Company
Illinois
$13.8M -$420K -25,294 -3%
ProShare Advisors
11
ProShare Advisors
Maryland
$10M +$9.23M +555,416 +4,378%
Renaissance Technologies
12
Renaissance Technologies
New York
$9.46M -$830K -50,000 -9%
JP Morgan Chase
13
JP Morgan Chase
New York
$8.77M -$279K -16,822 -3%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$8.27M +$1.45M +87,087 +23%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$7.01M +$116K +7,010 +2%
N
16
Nuveen
North Carolina
$6.86M -$232K -13,949 -3%
HAI
17
Hennessy Advisors Inc
California
$6.61M +$166K +10,000 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.4M +$383K +23,079 +7%
LSV Asset Management
19
LSV Asset Management
Illinois
$6.23M -$168K -10,100 -3%
Charles Schwab
20
Charles Schwab
California
$6.08M -$21.6K -1,301 -0.4%
Principal Financial Group
21
Principal Financial Group
Iowa
$6.04M +$196K +11,826 +4%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$5.25M -$216K -13,013 -4%
PPA
23
Parametric Portfolio Associates
Washington
$5.25M +$740K +44,546 +18%
PI
24
Putnam Investments
Massachusetts
$5.06M +$670K +40,360 +16%
BCM
25
Basswood Capital Management
New York
$4.97M

LBAI Hedge Fund Activity: Q3 2021 in Review

150 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q3 2021, worth a combined $552M — up 5.4% from $524M a quarter earlier.

Fund positioning in LBAI was balanced in Q3 2021: 15 funds opened new positions, 15 closed out, 54 added to existing stakes and 44 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $14.8M. The largest seller was Kennedy Capital Management, cutting an estimated $5.86M.

  • 150 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q3 2021, down from 152 in Q2 2021.
  • Funds reported $552M of Lakeland Bancorp Inc stock for Q3 2021, up 5.4% quarter-over-quarter.
  • 15 funds opened new Lakeland Bancorp Inc positions in Q3 2021 and 15 closed out, a net change of 0 holders.
  • The largest Lakeland Bancorp Inc buyer in Q3 2021 was FJ Capital Management, an estimated $14.8M added.
  • The largest Lakeland Bancorp Inc seller in Q3 2021 was Kennedy Capital Management, an estimated $5.86M sold.

Based on aggregated 13F filings for Q3 2021.