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LSBG

Lake Sunapee Bank Group
LSBG

Delisted

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

38 hedge funds and large institutions have $25.3M invested in Lake Sunapee Bank Group in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

21% more capital invested

Capital invested by funds: $20.9M → $25.3M (+$4.37M)

12% more funds holding

Funds holding: 3438 (+4)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
1
People's United Financial
Connecticut
$4.68M -$230K -15,300 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.62M -$7.51K -500 -0.2%
RC
3
RBF Capital
California
$2.86M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.4M
BI
5
Boulegeris Investments
Georgia
$2.1M +$2.02M +134,525 New
BHWM
6
Bar Harbor Wealth Management
New Hampshire
$1.8M -$20.6K -1,368 -1%
MFAM
7
Motley Fool Asset Management
Virginia
$1.8M +$826K +54,959 +95%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.05M
Boston Partners
9
Boston Partners
Massachusetts
$578K
SIG
10
Sky Investment Group
Connecticut
$523K +$505K +33,587 New
Wellington Management Group
11
Wellington Management Group
Massachusetts
$494K +$476K +31,677 New
Axa
12
Axa
France
$429K +$45.1K +3,000 +12%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$358K
BCM
14
Bridgeway Capital Management
Texas
$347K +$60.1K +4,000 +22%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$335K +$14K +929 +5%
MC
16
Moors & Cabot
Massachusetts
$244K +$2.94K +196 +1%
NEPWA
17
New England Private Wealth Advisors
Massachusetts
$218K
MWR
18
McAdams Wright Ragen
Washington
$217K
NIM
19
Northeast Investment Management
Massachusetts
$212K
Bank of America
20
Bank of America
North Carolina
$172K -$5.26K -350 -3%
ZIM
21
ZPR Investment Management
Florida
$170K -$57.5K -3,824 -26%
BFA
22
Beaumont Financial Advisors
Massachusetts
$156K
Morgan Stanley
23
Morgan Stanley
New York
$147K -$7.81K -520 -5%
WEC
24
Winslow Evans & Crocker
Massachusetts
$93.5K
U
25
UBS
Switzerland
$77K +$59.3K +3,943 +394%

LSBG Hedge Fund Activity: Q3 2014 in Review

38 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Lake Sunapee Bank Group (LSBG) for Q3 2014, worth a combined $25.3M — up 21% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LSBG positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Motley Fool Asset Management, adding an estimated $826K. The largest seller was People's United Financial, cutting an estimated $230K.

  • 38 institutional investors held Lake Sunapee Bank Group (LSBG) as of Q3 2014, up from 34 in Q2 2014.
  • Funds reported $25.3M of Lake Sunapee Bank Group stock for Q3 2014, up 21% quarter-over-quarter.
  • 5 funds opened new Lake Sunapee Bank Group positions in Q3 2014 and 1 closed out, a net change of +4 holders.
  • The largest Lake Sunapee Bank Group buyer in Q3 2014 was Motley Fool Asset Management, an estimated $826K added.
  • The largest Lake Sunapee Bank Group seller in Q3 2014 was People's United Financial, an estimated $230K sold.

Based on aggregated 13F filings for Q3 2014.