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LBAI

Lakeland Bancorp Inc

Delisted

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

186 hedge funds and large institutions have $599M invested in Lakeland Bancorp Inc in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $4.12M | Put options by funds: $1.84M

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

11% more capital invested

Capital invested by funds: $541M → $599M (+$58.7M)

2% more funds holding

Funds holding: 183186 (+3)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
22
Increased
65
Reduced
57
Closed
17
Calls
$4.12M
Puts
$1.84M
Net Calls
+$2.28M
Net Calls Change
-$291K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$98.6M +$12.3M +773,060 +14%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$58.9M +$2.05M +128,413 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$58.7M -$24.4K -1,530 -0%
SFM
4
Systematic Financial Management
New Jersey
$25.4M +$97.9K +6,145 +0.4%
State Street
5
State Street
Massachusetts
$24.6M -$163K -10,234 -0.7%
BFC
6
Banc Funds Company
Illinois
$22.5M -$208K -13,049 -0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$18.4M +$563K +35,358 +3%
VI
8
Versor Investments
New York
$16.7M +$16.7M +1,045,487 New
Northern Trust
9
Northern Trust
Illinois
$14.6M +$78.7K +4,942 +0.5%
FCM
10
FJ Capital Management
Virginia
$13.8M -$35.1M -2,201,000 -72%
Morgan Stanley
11
Morgan Stanley
New York
$11.3M +$4.81M +302,116 +74%
Citadel Advisors
12
Citadel Advisors
Florida
$8.77M +$7.74M +486,069 +785%
Renaissance Technologies
13
Renaissance Technologies
New York
$8.45M -$939K -58,931 -10%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$7.88M -$1.1K -69 -0%
ProShare Advisors
15
ProShare Advisors
Maryland
$7.82M -$1.24M -77,626 -14%
JP Morgan Chase
16
JP Morgan Chase
New York
$7.52M -$1.28M -80,154 -15%
Charles Schwab
17
Charles Schwab
California
$7.41M +$350K +22,000 +5%
AAM
18
Alpine Associates Management
Florida
$7.25M +$7.21M +452,900 New
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$6.83M -$730K -45,800 -10%
N
20
Nuveen
North Carolina
$6.21M -$45.1K -2,830 -0.7%
AllianceBernstein
21
AllianceBernstein
Tennessee
$5.88M -$451K -28,300 -7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.6M +$429K +26,939 +8%
BCM
23
BHZ Capital Management
California
$5.54M +$402K +25,264 +8%
BCM
24
Bridgeway Capital Management
Texas
$5.4M +$797K +50,000 +17%
Goldman Sachs
25
Goldman Sachs
New York
$5.22M -$3.47K -218 -0.1%

LBAI Hedge Fund Activity: Q3 2022 in Review

186 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q3 2022, worth a combined $599M — up 11% from $541M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LBAI positions and 17 closed out — a net gain of 5 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Versor Investments, opening a new position worth an estimated $16.7M. The largest seller was FJ Capital Management, cutting an estimated $35.1M.

  • 186 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q3 2022, up from 183 in Q2 2022.
  • Funds reported $599M of Lakeland Bancorp Inc stock for Q3 2022, up 11% quarter-over-quarter.
  • 22 funds opened new Lakeland Bancorp Inc positions in Q3 2022 and 17 closed out, a net change of +5 holders.
  • The largest Lakeland Bancorp Inc buyer in Q3 2022 was Versor Investments, an estimated $16.7M added.
  • The largest Lakeland Bancorp Inc seller in Q3 2022 was FJ Capital Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2022.