Lake Sunapee Bank Group
LSBG
LSBG was delisted on the 13th of January, 2017.
34 hedge funds and large institutions have $20.9M invested in Lake Sunapee Bank Group in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
6% more funds holding
Funds holding: 32 → 34 (+2)
5% more capital invested
Capital invested by funds: $20M → $20.9M (+$910K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$376K |
| 2 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$225K |
| 3 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
+$217K |
| 4 |
Axa
Paris,
France
|
+$120K |
| 5 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
+$98.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Sky Investment Group
Hartford,
Connecticut
|
-$496K |
| 2 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$225K |
| 3 |
BPBT
Boston Private Bank & Trust
Boston,
Massachusetts
|
-$42K |
| 4 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$29.5K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$5.89K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | -$29 | -2 | -0.2% |
|
27
EARNEST Partners
Atlanta,
Georgia
| $15K | – | – | – |
|
|
HDIM
28
Hanson & Doremus Investment Management
Burlington,
Vermont
| $12K | – | – | – |
|
|
TCOV
29
Trust Company of Vermont
Brattleboro,
Vermont
| $12K | – | – | – |
|
|
NSIM
30
North Star Investment Management
Chicago,
Illinois
| $11K | – | – | – |
|
|
BIM
31
BlackRock Investment Management
Wilmington,
Delaware
| $8K | +$7.5K | +509 | New |
|
32
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $7K | – | – | – |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $4K | +$1.24K | +84 | +46% |
|
|
GSC
34
Ground Swell Capital
Folly Beach,
South Carolina
| $2K | +$2.08K | +141 | New |
|
|
SIG
35
Sky Investment Group
Hartford,
Connecticut
| – | -$496K | -33,587 | Closed |
|
|
BPBT
36
Boston Private Bank & Trust
Boston,
Massachusetts
| – | -$42K | -2,868 | Closed |
|
LSBG Hedge Fund Activity: Q2 2014 in Review
34 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Lake Sunapee Bank Group (LSBG) for Q2 2014, worth a combined $20.9M — up 4.5% from $20M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LSBG positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $376K. The largest seller was Sky Investment Group, exiting entirely with an estimated $496K sold.
- 34 institutional investors held Lake Sunapee Bank Group (LSBG) as of Q2 2014, up from 32 in Q1 2014.
- Funds reported $20.9M of Lake Sunapee Bank Group stock for Q2 2014, up 4.5% quarter-over-quarter.
- 4 funds opened new Lake Sunapee Bank Group positions in Q2 2014 and 2 closed out, a net change of +2 holders.
- The largest Lake Sunapee Bank Group buyer in Q2 2014 was Fidelity Investments, an estimated $376K added.
- The largest Lake Sunapee Bank Group seller in Q2 2014 was Sky Investment Group, an estimated $496K sold.
Based on aggregated 13F filings for Q2 2014.