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LBAI

Lakeland Bancorp Inc

Delisted

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

175 hedge funds and large institutions have $522M invested in Lakeland Bancorp Inc in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

903% more call options, than puts

Call options by funds: $632K | Put options by funds: $63K

1% less funds holding

Funds holding: 176175 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

13% less capital invested

Capital invested by funds: $602M → $522M (-$80.2M)

19% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 70

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
175
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
57
Reduced
70
Closed
19
Calls
$632K
Puts
$63K
Net Calls
+$569K
Net Calls Change
+$185K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$83.8M +$2.16M +155,127 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.9M -$1.33M -95,450 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$47.9M -$840K -60,214 -2%
State Street
4
State Street
Massachusetts
$23M +$1.54M +110,019 +7%
SFM
5
Systematic Financial Management
New Jersey
$20M -$315K -22,545 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$17.8M +$454K +32,508 +3%
Citigroup
7
Citigroup
New York
$12.2M +$2.01M +144,305 +19%
Northern Trust
8
Northern Trust
Illinois
$11.9M -$58.5K -4,191 -0.5%
BFC
9
Banc Funds Company
Illinois
$11.4M -$817K -58,521 -6%
Morgan Stanley
10
Morgan Stanley
New York
$10.9M -$1.27M -91,127 -10%
Millennium Management
11
Millennium Management
New York
$10.1M +$3.85M +276,060 +58%
AllianceBernstein
12
AllianceBernstein
Tennessee
$9.69M +$3.05M +218,895 +43%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$9.12M +$1.35M +96,861 +17%
VI
14
Versor Investments
New York
$8.41M -$12.5M -893,420 -59%
JP Morgan Chase
15
JP Morgan Chase
New York
$8.11M +$254K +18,222 +3%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$7.61M +$1.79M +128,510 +29%
Charles Schwab
17
Charles Schwab
California
$7.55M +$750K +53,726 +11%
ProShare Advisors
18
ProShare Advisors
Maryland
$7.35M +$783K +56,076 +11%
American Century Companies
19
American Century Companies
Missouri
$7.33M +$674K +48,261 +10%
Renaissance Technologies
20
Renaissance Technologies
New York
$6.86M -$109K -7,800 -1%
AA
21
AQR Arbitrage
Connecticut
$6.66M +$1.69M +121,076 +32%
Goldman Sachs
22
Goldman Sachs
New York
$6.43M +$2.26M +162,019 +51%
AAM
23
Alpine Associates Management
Florida
$6.31M +$226K +16,200 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$6.22M -$165K -11,790 -2%
MF
25
Magnetar Financial
Illinois
$6.14M +$3.49M +250,130 +120%

LBAI Hedge Fund Activity: Q2 2023 in Review

175 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q2 2023, worth a combined $522M — down 13% from $602M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of LBAI and 18 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 57 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $5.02M. The largest seller was Versor Investments, cutting an estimated $12.5M.

  • 175 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q2 2023, down from 176 in Q1 2023.
  • Funds reported $522M of Lakeland Bancorp Inc stock for Q2 2023, down 13% quarter-over-quarter.
  • 18 funds opened new Lakeland Bancorp Inc positions in Q2 2023 and 19 closed out, a net change of -1 holder.
  • The largest Lakeland Bancorp Inc buyer in Q2 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $5.02M added.
  • The largest Lakeland Bancorp Inc seller in Q2 2023 was Versor Investments, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2023.