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LBAI

Lakeland Bancorp Inc

Delisted

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

174 hedge funds and large institutions have $589M invested in Lakeland Bancorp Inc in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

23% more capital invested

Capital invested by funds: $480M → $589M (+$109M)

15% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 55

1% more funds holding

Funds holding: 173174 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
174
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
63
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$105M +$12.1M +943,826 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$55M +$1.33M +104,268 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$49.9M -$1.98M -154,714 -4%
Morgan Stanley
4
Morgan Stanley
New York
$30.5M +$15.4M +1,209,546 +142%
State Street
5
State Street
Massachusetts
$27M +$2.97M +232,823 +15%
SFM
6
Systematic Financial Management
New Jersey
$21.3M -$443K -34,719 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$20.8M +$690K +54,036 +4%
AllianceBernstein
8
AllianceBernstein
Tennessee
$19.2M +$2.67M +208,981 +19%
Citigroup
9
Citigroup
New York
$13.4M +$869K +68,032 +8%
Northern Trust
10
Northern Trust
Illinois
$13.2M +$63.4K +4,962 +0.6%
Millennium Management
11
Millennium Management
New York
$11.3M +$675K +52,855 +7%
BFC
12
Banc Funds Company
Illinois
$11.2M -$703K -55,000 -7%
American Century Companies
13
American Century Companies
Missouri
$10.7M +$1.4M +109,706 +18%
Charles Schwab
14
Charles Schwab
California
$10.3M +$876K +68,563 +11%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$10.3M +$337K +26,369 +4%
ProShare Advisors
16
ProShare Advisors
Maryland
$8.53M -$254K -19,924 -3%
AA
17
AQR Arbitrage
Connecticut
$7.53M
AAM
18
Alpine Associates Management
Florida
$7.52M +$46K +3,600 +0.7%
Renaissance Technologies
19
Renaissance Technologies
New York
$7.47M +$291K +22,820 +5%
MF
20
Magnetar Financial
Illinois
$7.42M +$155K +12,124 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$7.22M +$134K +10,457 +2%
Goldman Sachs
22
Goldman Sachs
New York
$6.59M -$49.3K -3,862 -0.9%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$6.54M -$125K -9,790 -2%
JP Morgan Chase
24
JP Morgan Chase
New York
$6.53M -$1.31M -102,869 -19%
N
25
Nuveen
North Carolina
$6.45M -$30K -2,352 -0.5%

LBAI Hedge Fund Activity: Q4 2023 in Review

174 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lakeland Bancorp Inc (LBAI) for Q4 2023, worth a combined $589M — up 23% from $480M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LBAI positions and 16 closed out — a net gain of 5 holders — while 63 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.4M. The largest seller was Principal Financial Group, exiting entirely with an estimated $3.77M sold.

  • 174 institutional investors held Lakeland Bancorp Inc (LBAI) as of Q4 2023, up from 173 in Q3 2023.
  • Funds reported $589M of Lakeland Bancorp Inc stock for Q4 2023, up 23% quarter-over-quarter.
  • 21 funds opened new Lakeland Bancorp Inc positions in Q4 2023 and 16 closed out, a net change of +5 holders.
  • The largest Lakeland Bancorp Inc buyer in Q4 2023 was Morgan Stanley, an estimated $15.4M added.
  • The largest Lakeland Bancorp Inc seller in Q4 2023 was Principal Financial Group, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2023.