Lake Sunapee Bank Group
LSBG
LSBG was delisted on the 13th of January, 2017.
38 hedge funds and large institutions have $25.3M invested in Lake Sunapee Bank Group in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
21% more capital invested
Capital invested by funds: $20.9M → $25.3M (+$4.37M)
12% more funds holding
Funds holding: 34 → 38 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFAM
Motley Fool Asset Management
Alexandria,
Virginia
|
+$826K |
| 2 |
SIG
Sky Investment Group
Hartford,
Connecticut
|
+$505K |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$476K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$60.1K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$59.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$230K |
| 2 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
-$57.5K |
| 3 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
-$20.6K |
| 4 |
Morgan Stanley
New York
|
-$7.81K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$7.51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LNB
26
Ledyard National Bank
| $66K | -$1.5K | -100 | -2% |
|
27
Wells Fargo
San Francisco,
California
| $63K | +$4.52K | +301 | +8% |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $31K | – | – | – |
|
29
EARNEST Partners
Atlanta,
Georgia
| $16K | – | – | – |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $16K | – | – | – |
|
|
BIM
31
BlackRock Investment Management
Wilmington,
Delaware
| $16K | +$7.32K | +487 | +96% |
|
|
HDIM
32
Hanson & Doremus Investment Management
Burlington,
Vermont
| $12K | – | – | – |
|
|
TCOV
33
Trust Company of Vermont
Brattleboro,
Vermont
| $12K | – | – | – |
|
|
NSIM
34
North Star Investment Management
Chicago,
Illinois
| $11K | – | – | – |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| $8K | +$3.52K | +234 | +87% |
|
|
MA
36
MUFG Americas
New York
| $4K | +$4.21K | +280 | New |
|
37
Citigroup
New York
| $3K | +$3K | +200 | New |
|
38
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $8 | – | – | – |
|
|
GSC
39
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$2K | -141 | Closed |
|
LSBG Hedge Fund Activity: Q3 2014 in Review
38 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Lake Sunapee Bank Group (LSBG) for Q3 2014, worth a combined $25.3M — up 21% from $20.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LSBG positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Motley Fool Asset Management, adding an estimated $826K. The largest seller was People's United Financial, cutting an estimated $230K.
- 38 institutional investors held Lake Sunapee Bank Group (LSBG) as of Q3 2014, up from 34 in Q2 2014.
- Funds reported $25.3M of Lake Sunapee Bank Group stock for Q3 2014, up 21% quarter-over-quarter.
- 5 funds opened new Lake Sunapee Bank Group positions in Q3 2014 and 1 closed out, a net change of +4 holders.
- The largest Lake Sunapee Bank Group buyer in Q3 2014 was Motley Fool Asset Management, an estimated $826K added.
- The largest Lake Sunapee Bank Group seller in Q3 2014 was People's United Financial, an estimated $230K sold.
Based on aggregated 13F filings for Q3 2014.