Lake Sunapee Bank Group
LSBG
LSBG was delisted on the 13th of January, 2017.
35 hedge funds and large institutions have $23.3M invested in Lake Sunapee Bank Group in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.
1% more capital invested
Capital invested by funds: $23M → $23.3M (+$277K)
3% less funds holding
Funds holding: 36 → 35 (-1)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$402K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$316K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$70.2K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$29.4K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$302K |
| 2 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$176K |
| 3 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
-$98.8K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$77.3K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$30K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
EARNEST Partners
Atlanta,
Georgia
| $15K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | – | – | – |
|
|
HDIM
28
Hanson & Doremus Investment Management
Burlington,
Vermont
| $11K | – | – | – |
|
|
NSIM
29
North Star Investment Management
Chicago,
Illinois
| $10K | – | – | – |
|
|
MA
30
MUFG Americas
New York
| $9K | +$736 | +50 | +9% |
|
31
UBS Group
Zurich,
Switzerland
| $7K | -$12.2K | -832 | -62% |
|
|
TCOV
32
Trust Company of Vermont
Brattleboro,
Vermont
| $6K | – | – | – |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $6K | +$2.84K | +193 | +77% |
|
34
Citigroup
New York
| $6K | +$6K | +408 | New |
|
35
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $12 | -$4.21K | -286 | -26% |
|
|
36
Wellington Management Group
Boston,
Massachusetts
| – | -$302K | -20,957 | Closed |
|
|
37
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$30K | -2,091 | Closed |
|
38
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -253 | Closed |
|
LSBG Hedge Fund Activity: Q3 2015 in Review
35 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Lake Sunapee Bank Group (LSBG) for Q3 2015, worth a combined $23.3M — up 1.2% from $23M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of LSBG and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.
The largest buyer was Fidelity Investments, adding an estimated $402K. The largest seller was Wellington Management Group, exiting entirely with an estimated $302K sold.
- 35 institutional investors held Lake Sunapee Bank Group (LSBG) as of Q3 2015, down from 36 in Q2 2015.
- Funds reported $23.3M of Lake Sunapee Bank Group stock for Q3 2015, up 1.2% quarter-over-quarter.
- 2 funds opened new Lake Sunapee Bank Group positions in Q3 2015 and 3 closed out, a net change of -1 holder.
- The largest Lake Sunapee Bank Group buyer in Q3 2015 was Fidelity Investments, an estimated $402K added.
- The largest Lake Sunapee Bank Group seller in Q3 2015 was Wellington Management Group, an estimated $302K sold.
Based on aggregated 13F filings for Q3 2015.