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LBAI

Lakeland Bancorp Inc

Delisted

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

163 hedge funds and large institutions have $604M invested in Lakeland Bancorp Inc in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $552M → $604M (+$52.4M)

9% more funds holding

Funds holding: 150163 (+13)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

Holders
163
Holders Change
+13
Holders Change %
+8.67%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
45
Reduced
51
Closed
11
Calls
$657K
Puts
Net Calls
+$657K
Net Calls Change
-$173K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$86.5M +$8.02M +436,514 +11%
FCM
2
FJ Capital Management
Virginia
$59.6M +$717K +39,000 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$58.9M -$275K -14,962 -0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$54.1M -$1.69M -91,673 -3%
SFM
5
Systematic Financial Management
New Jersey
$30.3M -$1.15M -62,503 -4%
State Street
6
State Street
Massachusetts
$25.4M -$1.1M -60,084 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$16.7M +$124K +6,769 +0.8%
Northern Trust
8
Northern Trust
Illinois
$15.8M -$231K -12,574 -1%
BFC
9
Banc Funds Company
Illinois
$13.9M -$879K -47,815 -6%
MCM
10
Maltese Capital Management
New York
$13.8M -$1.74M -94,400 -12%
ProShare Advisors
11
ProShare Advisors
Maryland
$10.2M -$597K -32,453 -6%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$10.1M +$1.19M +64,830 +14%
JP Morgan Chase
13
JP Morgan Chase
New York
$9.81M +$357K +19,395 +4%
Renaissance Technologies
14
Renaissance Technologies
New York
$8.49M -$1.64M -89,300 -17%
HAI
15
Hennessy Advisors Inc
California
$7.88M +$735K +40,000 +11%
N
16
Nuveen
North Carolina
$7.46M -$72K -3,919 -1%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$7.42M -$127K -6,900 -2%
Principal Financial Group
18
Principal Financial Group
Iowa
$6.96M +$437K +23,746 +7%
Charles Schwab
19
Charles Schwab
California
$6.69M +$142K +7,737 +2%
LSV Asset Management
20
LSV Asset Management
Illinois
$6.21M -$485K -26,400 -7%
FP
21
Foundry Partners
Minnesota
$5.61M +$752K +40,880 +16%
PPA
22
Parametric Portfolio Associates
Washington
$5.54M -$111K -6,051 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.46M -$1.39M -75,626 -21%
BCM
24
Basswood Capital Management
New York
$5.35M
PI
25
Putnam Investments
Massachusetts
$4.69M -$737K -40,100 -14%

LBAI Hedge Fund Activity: Q4 2021 in Review

163 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q4 2021, worth a combined $604M — up 9.5% from $552M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LBAI positions and 11 closed out — a net gain of 14 holders — while 45 added to existing stakes and 51 trimmed.

The largest buyer was BlackRock, adding an estimated $8.02M. The largest seller was Bank of Montreal, exiting entirely with an estimated $5.25M sold.

  • 163 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q4 2021, up from 150 in Q3 2021.
  • Funds reported $604M of Lakeland Bancorp Inc stock for Q4 2021, up 9.5% quarter-over-quarter.
  • 25 funds opened new Lakeland Bancorp Inc positions in Q4 2021 and 11 closed out, a net change of +14 holders.
  • The largest Lakeland Bancorp Inc buyer in Q4 2021 was BlackRock, an estimated $8.02M added.
  • The largest Lakeland Bancorp Inc seller in Q4 2021 was Bank of Montreal, an estimated $5.25M sold.

Based on aggregated 13F filings for Q4 2021.