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LBAI

Lakeland Bancorp Inc

Delisted

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

173 hedge funds and large institutions have $480M invested in Lakeland Bancorp Inc in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 51

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% less funds holding

Funds holding: 175173 (-2)

8% less capital invested

Capital invested by funds: $522M → $480M (-$42.2M)

Holders
173
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
68
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$77.8M -$1.34M -96,535 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45.6M +$481K +34,769 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$44.5M -$621K -44,850 -1%
State Street
4
State Street
Massachusetts
$20.1M -$1.82M -131,564 -8%
SFM
5
Systematic Financial Management
New Jersey
$18.6M -$207K -14,987 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$17M +$298K +21,525 +2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$13.8M +$5.11M +368,973 +51%
Northern Trust
8
Northern Trust
Illinois
$11.2M +$44.3K +3,197 +0.4%
Morgan Stanley
9
Morgan Stanley
New York
$10.8M +$545K +39,384 +5%
Citigroup
10
Citigroup
New York
$10.6M -$951K -68,718 -8%
BFC
11
Banc Funds Company
Illinois
$10.2M -$595K -43,000 -5%
Millennium Management
12
Millennium Management
New York
$8.95M -$611K -44,095 -6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$8.42M -$189K -13,622 -2%
Charles Schwab
14
Charles Schwab
California
$7.95M +$916K +66,192 +12%
American Century Companies
15
American Century Companies
Missouri
$7.78M +$950K +68,593 +13%
ProShare Advisors
16
ProShare Advisors
Maryland
$7.53M +$655K +47,274 +9%
JP Morgan Chase
17
JP Morgan Chase
New York
$6.87M -$849K -61,321 -10%
AA
18
AQR Arbitrage
Connecticut
$6.43M +$166K +12,025 +2%
AAM
19
Alpine Associates Management
Florida
$6.37M +$464K +33,515 +7%
MF
20
Magnetar Financial
Illinois
$6.17M +$428K +30,948 +7%
Renaissance Technologies
21
Renaissance Technologies
New York
$6.09M -$415K -30,000 -6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.03M +$183K +13,246 +3%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$5.7M -$1.61M -116,630 -21%
Goldman Sachs
24
Goldman Sachs
New York
$5.67M -$431K -31,128 -6%
N
25
Nuveen
North Carolina
$5.54M +$922K +66,619 +18%

LBAI Hedge Fund Activity: Q3 2023 in Review

173 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q3 2023, worth a combined $480M — down 8.1% from $522M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LBAI positions and 14 closed out — a net gain of 1 holder — while 68 added to existing stakes and 51 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $5.11M. The largest seller was Versor Investments, exiting entirely with an estimated $8.41M sold.

  • 173 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q3 2023, down from 175 in Q2 2023.
  • Funds reported $480M of Lakeland Bancorp Inc stock for Q3 2023, down 8.1% quarter-over-quarter.
  • 15 funds opened new Lakeland Bancorp Inc positions in Q3 2023 and 14 closed out, a net change of +1 holder.
  • The largest Lakeland Bancorp Inc buyer in Q3 2023 was AllianceBernstein, an estimated $5.11M added.
  • The largest Lakeland Bancorp Inc seller in Q3 2023 was Versor Investments, an estimated $8.41M sold.

Based on aggregated 13F filings for Q3 2023.