Lake Shore Bancorp
LSBK
13 hedge funds and large institutions have $14.3M invested in Lake Shore Bancorp in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 12 → 13 (+1)
7% more capital invested
Capital invested by funds: $13.4M → $14.3M (+$893K)
0.65% more ownership
Funds ownership: 13.11% → 13.75% (+0.65%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$1.07M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$29.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$27.4K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$344 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Manhattan
New York
|
-$335K |
| 2 |
APCM
Arbiter Partners Capital Management
New York
|
-$192K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.36K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$17 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $4.91M | – | – | – |
|
|
BFC
2
Banc Funds Company
Chicago,
Illinois
| $3.77M | – | – | – |
|
|
APCM
3
Arbiter Partners Capital Management
New York
| $3.08M | -$192K | -11,169 | -6% |
|
|
HSA
4
HBK Sorce Advisory
Erie,
Pennsylvania
| $1.07M | +$1.07M | +62,097 | New |
|
|
BCM
5
Bridgeway Capital Management
Houston,
Texas
| $591K | – | – | – |
|
|
MA
6
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $511K | – | – | – |
|
|
7
Dimensional Fund Advisors
Austin,
Texas
| $231K | +$29.1K | +1,691 | +15% |
|
8
Morgan Stanley
New York
| $82K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $28K | +$27.4K | +1,588 | +9,925% |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | -$17 | -1 | -0.1% |
|
11
BlackRock
New York
| $17K | – | – | – |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $4K | -$2.36K | -137 | -35% |
|
|
13
First Manhattan
New York
| – | -$335K | -20,000 | Closed |
|
|
14
Bank of America
Charlotte,
North Carolina
| – | +$344 | +20 | New |
|
LSBK Hedge Fund Activity: Q2 2018 in Review
13 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q2 2018, worth a combined $14.3M — up 6.7% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LSBK positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $1.07M. The largest seller was First Manhattan, exiting entirely with an estimated $335K sold.
- 13 institutional investors held Lake Shore Bancorp (LSBK) as of Q2 2018, up from 12 in Q1 2018.
- Funds reported $14.3M of Lake Shore Bancorp stock for Q2 2018, up 6.7% quarter-over-quarter.
- 2 funds opened new Lake Shore Bancorp positions in Q2 2018 and 1 closed out, a net change of +1 holder.
- The largest Lake Shore Bancorp buyer in Q2 2018 was HBK Sorce Advisory, an estimated $1.07M added.
- The largest Lake Shore Bancorp seller in Q2 2018 was First Manhattan, an estimated $335K sold.
Based on aggregated 13F filings for Q2 2018.