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Lake Shore Bancorp
LSBK

16 hedge funds and large institutions have $13.9M invested in Lake Shore Bancorp in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding

Funds holding: 13 → 16 (+3)

0.14% more ownership

Funds ownership: 13.75% → 13.9% (+0.14%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

3% less capital invested

Capital invested by funds: $14.3M → $13.9M (-$409K)

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
3
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$201K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$178K
3
HSA
HBK Sorce Advisory
Pennsylvania
+$17.3K
4
TRCT
Tower Research Capital (TRC)
New York
+$1.39K
5
Bank of America
Bank of America
North Carolina
+$890

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$151K
2
APCM
Arbiter Partners Capital Management
New York
-$88.3K
3
UBS Group
UBS Group
Switzerland
-$10.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$4.72M – – –
BFC
2
Banc Funds Company
Illinois
$3.48M -$151K -8,789 -4%
APCM
3
Arbiter Partners Capital Management
New York
$2.88M -$88.3K -5,154 -3%
HSA
4
HBK Sorce Advisory
Pennsylvania
$1.04M +$17.3K +1,012 +2%
BCM
5
Bridgeway Capital Management
Texas
$559K – – –
MA
6
Minerva Advisors
Pennsylvania
$496K – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$219K – – –
Stifel Financial
8
Stifel Financial
Missouri
$194K +$201K +11,732 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$171K +$178K +10,374 New
Morgan Stanley
10
Morgan Stanley
New York
$79K – – –
BlackRock
11
BlackRock
New York
$17K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$17K – – –
UBS Group
13
UBS Group
Switzerland
$16K -$10.8K -630 -39%
TRCT
14
Tower Research Capital (TRC)
New York
$6K +$1.39K +81 +32%
Bank of America
15
Bank of America
North Carolina
$1K +$890 +52 +260%
Barclays
16
Barclays
United Kingdom
– +$257 +15 New

LSBK Hedge Fund Activity: Q3 2018 in Review

16 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q3 2018, worth a combined $13.9M — down 2.9% from $14.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LSBK positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $201K. The largest seller was Banc Funds Company, cutting an estimated $151K.

  • 16 institutional investors held Lake Shore Bancorp (LSBK) as of Q3 2018, up from 13 in Q2 2018.
  • Funds reported $13.9M of Lake Shore Bancorp stock for Q3 2018, down 2.9% quarter-over-quarter.
  • 3 funds opened new Lake Shore Bancorp positions in Q3 2018 and 0 closed out, a net change of +3 holders.
  • The largest Lake Shore Bancorp buyer in Q3 2018 was Stifel Financial, an estimated $201K added.
  • The largest Lake Shore Bancorp seller in Q3 2018 was Banc Funds Company, an estimated $151K sold.

Based on aggregated 13F filings for Q3 2018.