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LCNB Corp
LCNB

55 hedge funds and large institutions have $62.1M invested in LCNB Corp in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

1% more capital invested

Capital invested by funds: $61.5M → $62.1M (+$644K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.48% less ownership

Funds ownership: 34.2% → 33.72% (-0.48%)

7% less funds holding

Funds holding: 59 → 55 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
21
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BC
Bartlett & Co
Ohio
+$605K
2
BCWM
Bartlett & Co Wealth Management
Ohio
+$605K
3
Millennium Management
Millennium Management
New York
+$551K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$540K
5
Jane Street
Jane Street
New York
+$437K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$1.86M
2
RIP
Rhino Investment Partners
Pennsylvania
-$1.4M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$651K
4
Man Group
Man Group
United Kingdom
-$374K
5
LC
LCNB Corp
Ohio
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
1
Ritter Daniher Financial Advisory
Ohio
$9.17M – – –
LC
2
LCNB Corp
Ohio
$8.29M -$339K -19,033 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.86M +$78.1K +4,387 +0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.21M -$25K -1,405 -0.3%
JIC
5
Johnson Investment Counsel
Ohio
$2.34M +$890 +50 +0%
Millennium Management
6
Millennium Management
New York
$2.11M +$551K +30,948 +32%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.94M +$35.6K +2,000 +2%
BCM
8
Bridgeway Capital Management
Texas
$1.87M +$141K +7,905 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.79M +$9.06K +509 +0.5%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.64M -$65.9K -3,700 -4%
KFA
11
Kapstone Financial Advisors
Ohio
$1.63M – – –
AFG
12
American Financial Group
Ohio
$1.53M – – –
CAN
13
Cetera Advisor Networks
California
$1.3M – – –
BlackRock
14
BlackRock
New York
$1.17M +$24K +1,346 +2%
Morgan Stanley
15
Morgan Stanley
New York
$1.13M +$223K +12,546 +22%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$953K +$540K +30,320 +108%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$687K +$124K +6,986 +20%
BCWM
18
Bartlett & Co Wealth Management
Ohio
$611K +$605K +34,000 +1,000%
BC
19
Bartlett & Co
Ohio
$611K +$605K +34,000 +1,000%
State Street
20
State Street
Massachusetts
$597K -$3.56K -200 -0.5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$525K -$5.43K -305 -0.9%
PWS
22
Private Wealth Strategies
Ohio
$494K +$2.08K +117 +0.4%
RJA
23
Raymond James & Associates
Florida
$411K +$463 +26 +0.1%
Jane Street
24
Jane Street
New York
$401K +$437K +24,570 New
CA
25
Cornerstone Advisory
Maryland
$400K – – –
1
2 3

LCNB Hedge Fund Activity: Q1 2023 in Review

55 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in LCNB Corp (LCNB) for Q1 2023, worth a combined $62.1M — up 1% from $61.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LCNB and 2 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 21 added.

The largest buyer was Bartlett & Co, adding an estimated $605K. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $1.86M sold.

  • 55 institutional investors held LCNB Corp (LCNB) as of Q1 2023, down from 59 in Q4 2022.
  • Funds reported $62.1M of LCNB Corp stock for Q1 2023, up 1% quarter-over-quarter.
  • 2 funds opened new LCNB Corp positions in Q1 2023 and 6 closed out, a net change of -4 holders.
  • The largest LCNB Corp buyer in Q1 2023 was Bartlett & Co, an estimated $605K added.
  • The largest LCNB Corp seller in Q1 2023 was Kennedy Capital Management, an estimated $1.86M sold.

Based on aggregated 13F filings for Q1 2023.