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LSBG

Lake Sunapee Bank Group
LSBG

Delisted

LSBG was delisted on the 13th of January, 2017.

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25 hedge funds and large institutions have $12.9M invested in Lake Sunapee Bank Group in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

9% more funds holding

Funds holding: 23 → 25 (+2)

3% less capital invested

Capital invested by funds: $13.3M → $12.9M (-$344K)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$404K
2
NEPWA
New England Private Wealth Advisors
Massachusetts
+$195K
3
BFA
Beaumont Financial Advisors
Massachusetts
+$140K
4
MFAM
Motley Fool Asset Management
Virginia
+$57.9K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$13.8K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$337K
2
Morgan Stanley
Morgan Stanley
New York
-$75.5K
3
U
UBS
Switzerland
-$5.14K
4
TRCT
Tower Research Capital (TRC)
New York
-$4K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$3.06M +$13.8K +990 +0.4%
RC
2
RBF Capital
California
$2.49M – – –
BHWM
3
Bar Harbor Wealth Management
New Hampshire
$1.5M – – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.41M +$404K +28,885 +39%
Vanguard Group
5
Vanguard Group
Pennsylvania
$909K -$337K -24,130 -26%
MFAM
6
Motley Fool Asset Management
Virginia
$779K +$57.9K +4,144 +8%
LNB
7
Ledyard National Bank
$589K – – –
Boston Partners
8
Boston Partners
Massachusetts
$499K – – –
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$311K – – –
BCM
10
Bridgeway Capital Management
Texas
$245K – – –
MWR
11
McAdams Wright Ragen
Washington
$189K – – –
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$189K +$195K +13,985 New
NIM
13
Northeast Investment Management
Massachusetts
$184K – – –
BFA
14
Beaumont Financial Advisors
Massachusetts
$136K +$140K +10,034 New
Morgan Stanley
15
Morgan Stanley
New York
$135K -$75.5K -5,402 -35%
Bank of America
16
Bank of America
North Carolina
$106K +$42 +3 +0%
Axa
17
Axa
France
$61K – – –
Wells Fargo
18
Wells Fargo
California
$50K – – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$27K – – –
U
20
UBS
Switzerland
$19K -$5.14K -368 -21%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$14K – – –
TCOV
22
Trust Company of Vermont
Vermont
$11K – – –
HDIM
23
Hanson & Doremus Investment Management
Vermont
$10K – – –
Barclays
24
Barclays
United Kingdom
$3K +$2.79K +200 New
Deutsche Bank
25
Deutsche Bank
Germany
$1K +$1.4K +100 New
1
2

LSBG Hedge Fund Activity: Q3 2013 in Review

25 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Lake Sunapee Bank Group (LSBG) for Q3 2013, worth a combined $12.9M — down 2.6% from $13.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LSBG positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $404K. The largest seller was Vanguard Group, cutting an estimated $337K.

  • 25 institutional investors held Lake Sunapee Bank Group (LSBG) as of Q3 2013, up from 23 in Q2 2013.
  • Funds reported $12.9M of Lake Sunapee Bank Group stock for Q3 2013, down 2.6% quarter-over-quarter.
  • 4 funds opened new Lake Sunapee Bank Group positions in Q3 2013 and 2 closed out, a net change of +2 holders.
  • The largest Lake Sunapee Bank Group buyer in Q3 2013 was Fidelity Investments, an estimated $404K added.
  • The largest Lake Sunapee Bank Group seller in Q3 2013 was Vanguard Group, an estimated $337K sold.

Based on aggregated 13F filings for Q3 2013.