We are live on ! Find out more
LSBG

Lake Sunapee Bank Group
LSBG

Delisted

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

30 hedge funds and large institutions have $21.5M invested in Lake Sunapee Bank Group in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

66% more capital invested

Capital invested by funds: $12.9M → $21.5M (+$8.55M)

20% more funds holding

Funds holding: 2530 (+5)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
1
People's United Financial
Connecticut
$5.29M +$5.11M +347,052 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.5M +$48.1K +3,270 +1%
RC
3
RBF Capital
California
$2.8M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.91M +$312K +21,200 +20%
BHWM
5
Bar Harbor Wealth Management
New Hampshire
$1.68M -$5.89K -400 -0.4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.02M
MFAM
7
Motley Fool Asset Management
Virginia
$878K
LNB
8
Ledyard National Bank
$663K -$736 -50 -0.1%
Boston Partners
9
Boston Partners
Massachusetts
$562K
SIG
10
Sky Investment Group
Connecticut
$482K +$466K +31,637 New
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$350K
Geode Capital Management
12
Geode Capital Management
Massachusetts
$313K +$303K +20,575 New
BCM
13
Bridgeway Capital Management
Texas
$278K +$2.21K +150 +0.8%
MWR
14
McAdams Wright Ragen
Washington
$213K
NEPWA
15
New England Private Wealth Advisors
Massachusetts
$213K
NIM
16
Northeast Investment Management
Massachusetts
$208K
LI
17
LMCG Investments
Massachusetts
$198K +$191K +12,999 New
WEC
18
Winslow Evans & Crocker
Massachusetts
$166K +$160K +10,873 New
BFA
19
Beaumont Financial Advisors
Massachusetts
$153K
Morgan Stanley
20
Morgan Stanley
New York
$153K
Bank of America
21
Bank of America
North Carolina
$149K +$28.7K +1,953 +25%
Axa
22
Axa
France
$86K +$16.3K +1,107 +24%
Wells Fargo
23
Wells Fargo
California
$57K +$15 +1 +0%
U
24
UBS
Switzerland
$36K +$14.4K +979 +70%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$31K

LSBG Hedge Fund Activity: Q4 2013 in Review

30 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Lake Sunapee Bank Group (LSBG) for Q4 2013, worth a combined $21.5M — up 66% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LSBG positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was People's United Financial, opening a new position worth an estimated $5.11M. The largest seller was Bar Harbor Wealth Management, cutting an estimated $5.89K.

  • 30 institutional investors held Lake Sunapee Bank Group (LSBG) as of Q4 2013, up from 25 in Q3 2013.
  • Funds reported $21.5M of Lake Sunapee Bank Group stock for Q4 2013, up 66% quarter-over-quarter.
  • 7 funds opened new Lake Sunapee Bank Group positions in Q4 2013 and 2 closed out, a net change of +5 holders.
  • The largest Lake Sunapee Bank Group buyer in Q4 2013 was People's United Financial, an estimated $5.11M added.
  • The largest Lake Sunapee Bank Group seller in Q4 2013 was Bar Harbor Wealth Management, an estimated $5.89K sold.

Based on aggregated 13F filings for Q4 2013.