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LSBG

Lake Sunapee Bank Group
LSBG

Delisted

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

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32 hedge funds and large institutions have $20M invested in Lake Sunapee Bank Group in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

7% more funds holding

Funds holding: 30 → 32 (+2)

7% less capital invested

Capital invested by funds: $21.5M → $20M (-$1.42M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Axa
Axa
France
+$161K
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$46.4K
3
BPBT
Boston Private Bank & Trust
Massachusetts
+$42.9K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$35.7K
5
SIG
Sky Investment Group
Connecticut
+$29.2K

Top Sellers

Rank Fund Capital Flow
1
LNB
Ledyard National Bank
-$599K
2
PSUF
People's United Financial
Connecticut
-$244K
3
LI
LMCG Investments
Massachusetts
-$198K
4
WEC
Winslow Evans & Crocker
Massachusetts
-$43K
5
U
UBS
Switzerland
-$14.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSUF
1
People's United Financial
Connecticut
$4.88M -$244K -16,301 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.42M +$35.7K +2,387 +1%
RC
3
RBF Capital
California
$2.71M – – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.89M +$46.4K +3,100 +2%
BHWM
5
Bar Harbor Wealth Management
New Hampshire
$1.63M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$992K – – –
MFAM
7
Motley Fool Asset Management
Virginia
$851K – – –
Boston Partners
8
Boston Partners
Massachusetts
$540K -$4.49K -300 -0.8%
SIG
9
Sky Investment Group
Connecticut
$496K +$29.2K +1,950 +6%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$343K – – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$303K – – –
BCM
12
Bridgeway Capital Management
Texas
$270K – – –
Axa
13
Axa
France
$242K +$161K +10,759 +191%
NEPWA
14
New England Private Wealth Advisors
Massachusetts
$207K – – –
MWR
15
McAdams Wright Ragen
Washington
$206K – – –
NIM
16
Northeast Investment Management
Massachusetts
$201K – – –
Bank of America
17
Bank of America
North Carolina
$168K +$23.2K +1,547 +16%
BFA
18
Beaumont Financial Advisors
Massachusetts
$148K – – –
Morgan Stanley
19
Morgan Stanley
New York
$147K -$988 -66 -0.7%
WEC
20
Winslow Evans & Crocker
Massachusetts
$118K -$43K -2,873 -26%
Wells Fargo
21
Wells Fargo
California
$55K – – –
LNB
22
Ledyard National Bank
$51K -$599K -40,000 -92%
BPBT
23
Boston Private Bank & Trust
Massachusetts
$42K +$42.9K +2,868 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$30K – – –
U
25
UBS
Switzerland
$21K -$14.7K -979 -41%
1
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LSBG Hedge Fund Activity: Q1 2014 in Review

32 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Lake Sunapee Bank Group (LSBG) for Q1 2014, worth a combined $20M — down 6.6% from $21.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LSBG positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Axa, adding an estimated $161K. The largest seller was Ledyard National Bank, cutting an estimated $599K.

  • 32 institutional investors held Lake Sunapee Bank Group (LSBG) as of Q1 2014, up from 30 in Q4 2013.
  • Funds reported $20M of Lake Sunapee Bank Group stock for Q1 2014, down 6.6% quarter-over-quarter.
  • 3 funds opened new Lake Sunapee Bank Group positions in Q1 2014 and 1 closed out, a net change of +2 holders.
  • The largest Lake Sunapee Bank Group buyer in Q1 2014 was Axa, an estimated $161K added.
  • The largest Lake Sunapee Bank Group seller in Q1 2014 was Ledyard National Bank, an estimated $599K sold.

Based on aggregated 13F filings for Q1 2014.