Lake Sunapee Bank Group
LSBG
LSBG was delisted on the 13th of January, 2017.
61 hedge funds and large institutions have $58.4M invested in Lake Sunapee Bank Group in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
40% more capital invested
Capital invested by funds: $41.7M → $58.4M (+$16.7M)
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
5% more funds holding
Funds holding: 58 → 61 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.02M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$934K |
| 3 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
+$583K |
| 4 |
CCM
Chicago Capital Management
Chicago,
Illinois
|
+$438K |
| 5 |
Morgan Stanley
New York
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$184K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$84.5K |
| 4 |
Axa
Paris,
France
|
-$82.9K |
| 5 |
SIG
Sky Investment Group
Hartford,
Connecticut
|
-$63.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SO
51
STRS Ohio
Columbus,
Ohio
| $58K | – | – | – |
|
|
WEC
52
Winslow Evans & Crocker
Boston,
Massachusetts
| $47.2K | -$41K | -2,000 | -50% |
|
|
AIM
53
Advantage Investment Management
Cedar Rapids,
Iowa
| $38K | – | – | – |
|
54
Legal & General Group
London,
United Kingdom
| $33K | +$28.3K | +1,380 | New |
|
55
EARNEST Partners
Atlanta,
Georgia
| $24K | – | – | – |
|
|
HDIM
56
Hanson & Doremus Investment Management
Burlington,
Vermont
| $18.2K | – | – | – |
|
|
NSIM
57
North Star Investment Management
Chicago,
Illinois
| $16K | – | – | – |
|
58
BlackRock
New York
| $9K | – | – | – |
|
59
BNP Paribas Financial Markets
Paris,
France
| $8.56K | -$3.46K | -169 | -32% |
|
|
DA
60
Denali Advisors
San Diego,
California
| $2K | -$1.27K | -62 | -40% |
|
61
Barclays
London,
United Kingdom
| $1K | -$984 | -48 | -48% |
|
|
62
Invesco
Atlanta,
Georgia
| – | -$184K | -10,162 | Closed |
|
|
LNB
63
Ledyard National Bank
| – | -$45K | -2,500 | Closed |
|
|
LTFS
64
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$36K | -2,000 | Closed |
|
LSBG Hedge Fund Activity: Q4 2016 in Review
61 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Lake Sunapee Bank Group (LSBG) for Q4 2016, worth a combined $58.4M — up 40% from $41.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LSBG positions and 3 closed out — a net gain of 3 holders — while 19 added to existing stakes and 15 trimmed.
The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $1.02M. The largest seller was Fidelity Investments, cutting an estimated $2.6M.
- 61 institutional investors held Lake Sunapee Bank Group (LSBG) as of Q4 2016, up from 58 in Q3 2016.
- Funds reported $58.4M of Lake Sunapee Bank Group stock for Q4 2016, up 40% quarter-over-quarter.
- 6 funds opened new Lake Sunapee Bank Group positions in Q4 2016 and 3 closed out, a net change of +3 holders.
- The largest Lake Sunapee Bank Group buyer in Q4 2016 was Punch & Associates Investment Management, an estimated $1.02M added.
- The largest Lake Sunapee Bank Group seller in Q4 2016 was Fidelity Investments, an estimated $2.6M sold.
Based on aggregated 13F filings for Q4 2016.