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LSBG

Lake Sunapee Bank Group
LSBG

Delisted

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

35 hedge funds and large institutions have $23.3M invested in Lake Sunapee Bank Group in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $23M → $23.3M (+$277K)

3% less funds holding

Funds holding: 3635 (-1)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
1
People's United Financial
Connecticut
$3.52M -$176K -11,971 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.49M -$2.94K -200 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.05M +$402K +27,300 +15%
RC
4
RBF Capital
California
$2.67M
MFAM
5
Motley Fool Asset Management
Virginia
$1.94M
BHWM
6
Bar Harbor Wealth Management
New Hampshire
$1.82M -$98.8K -6,713 -5%
BI
7
Boulegeris Investments
Georgia
$1.37M -$4.36K -296 -0.3%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.01M +$13.2K +900 +1%
Bank of America
9
Bank of America
North Carolina
$874K +$70.2K +4,770 +9%
Axa
10
Axa
France
$508K
Boston Partners
11
Boston Partners
Massachusetts
$504K
SIG
12
Sky Investment Group
Connecticut
$439K
BCM
13
Bridgeway Capital Management
Texas
$352K +$29.4K +2,000 +9%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$334K
Geode Capital Management
15
Geode Capital Management
Massachusetts
$312K +$316K +21,504 New
MC
16
Moors & Cabot
Massachusetts
$232K +$809 +55 +0.3%
NEPWA
17
New England Private Wealth Advisors
Massachusetts
$203K
NIM
18
Northeast Investment Management
Massachusetts
$198K
Morgan Stanley
19
Morgan Stanley
New York
$137K -$221 -15 -0.2%
WEC
20
Winslow Evans & Crocker
Massachusetts
$66.9K -$14.7K -1,000 -18%
LNB
21
Ledyard National Bank
$63K
Wells Fargo
22
Wells Fargo
California
$54K -$77.3K -5,254 -59%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$29K
AIM
24
Advantage Investment Management
Iowa
$23K
BIM
25
BlackRock Investment Management
Delaware
$20K

LSBG Hedge Fund Activity: Q3 2015 in Review

35 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Lake Sunapee Bank Group (LSBG) for Q3 2015, worth a combined $23.3M — up 1.2% from $23M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of LSBG and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.

The largest buyer was Fidelity Investments, adding an estimated $402K. The largest seller was Wellington Management Group, exiting entirely with an estimated $302K sold.

  • 35 institutional investors held Lake Sunapee Bank Group (LSBG) as of Q3 2015, down from 36 in Q2 2015.
  • Funds reported $23.3M of Lake Sunapee Bank Group stock for Q3 2015, up 1.2% quarter-over-quarter.
  • 2 funds opened new Lake Sunapee Bank Group positions in Q3 2015 and 3 closed out, a net change of -1 holder.
  • The largest Lake Sunapee Bank Group buyer in Q3 2015 was Fidelity Investments, an estimated $402K added.
  • The largest Lake Sunapee Bank Group seller in Q3 2015 was Wellington Management Group, an estimated $302K sold.

Based on aggregated 13F filings for Q3 2015.