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LBAI

Lakeland Bancorp Inc

Delisted

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

178 hedge funds and large institutions have $610M invested in Lakeland Bancorp Inc in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more call options, than puts

Call options by funds: $3.4M | Put options by funds: $821K

2% more capital invested

Capital invested by funds: $599M → $610M (+$10.2M)

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

4% less funds holding

Funds holding: 186178 (-8)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
178
Holders Change
-8
Holders Change %
-4.3%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
60
Reduced
66
Closed
17
Calls
$3.4M
Puts
$821K
Net Calls
+$2.58M
Net Calls Change
+$297K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$111M +$2.93M +164,158 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.3M +$719K +40,307 +1%
State Street
3
State Street
Massachusetts
$28.7M +$1.63M +91,451 +6%
SFM
4
Systematic Financial Management
New Jersey
$26.9M -$969K -54,352 -3%
VI
5
Versor Investments
New York
$26.8M +$8.49M +476,248 +46%
BFC
6
Banc Funds Company
Illinois
$24.8M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$21.1M +$833K +46,698 +4%
Northern Trust
8
Northern Trust
Illinois
$16.1M -$14.7K -826 -0.1%
Morgan Stanley
9
Morgan Stanley
New York
$14.6M +$2.11M +118,153 +17%
Renaissance Technologies
10
Renaissance Technologies
New York
$9.12M -$184K -10,300 -2%
Qube Research & Technologies (QRT)
11
Qube Research & Technologies (QRT)
United Kingdom
$9.06M +$4.98M +279,129 +119%
ProShare Advisors
12
ProShare Advisors
Maryland
$8.73M +$136K +7,645 +2%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$8.68M +$10.1K +565 +0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$8.49M +$2.37M +132,643 +38%
Charles Schwab
15
Charles Schwab
California
$8.37M +$228K +12,771 +3%
AAM
16
Alpine Associates Management
Florida
$8.03M +$57.1K +3,200 +0.7%
JP Morgan Chase
17
JP Morgan Chase
New York
$7.95M -$323K -18,124 -4%
American Century Companies
18
American Century Companies
Missouri
$7.63M +$2.22M +124,365 +40%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$7.48M -$33.5K -1,880 -0.4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$7.29M +$6.4M +358,752 +652%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.29M +$6.37M +357,300 New
N
22
Nuveen
North Carolina
$6.25M -$587K -32,894 -8%
BCM
23
BHZ Capital Management
California
$5.94M -$158K -8,864 -3%
BCM
24
Bridgeway Capital Management
Texas
$5.94M
Principal Financial Group
25
Principal Financial Group
Iowa
$5.16M -$316K -17,726 -6%

LBAI Hedge Fund Activity: Q4 2022 in Review

178 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q4 2022, worth a combined $610M — up 1.7% from $599M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of LBAI and 15 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 60 added.

The largest buyer was Versor Investments, adding an estimated $8.49M. The largest seller was FJ Capital Management, exiting entirely with an estimated $13.8M sold.

  • 178 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q4 2022, down from 186 in Q3 2022.
  • Funds reported $610M of Lakeland Bancorp Inc stock for Q4 2022, up 1.7% quarter-over-quarter.
  • 15 funds opened new Lakeland Bancorp Inc positions in Q4 2022 and 17 closed out, a net change of -2 holders.
  • The largest Lakeland Bancorp Inc buyer in Q4 2022 was Versor Investments, an estimated $8.49M added.
  • The largest Lakeland Bancorp Inc seller in Q4 2022 was FJ Capital Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2022.