Lake Shore Bancorp
LSBK
15 hedge funds and large institutions have $5.99M invested in Lake Shore Bancorp in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more capital invested
Capital invested by funds: $5.12M → $5.99M (+$874K)
7% more funds holding
Funds holding: 14 → 15 (+1)
0.06% more ownership
Funds ownership: 8.24% → 8.29% (+0.06%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFIM
Beese Fulmer Investment Management
Canton,
Ohio
|
+$70.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.46K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$403 |
| 4 |
Barclays
London,
United Kingdom
|
+$146 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Stilwell Value
New York
|
-$36.6K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$12.7K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.51K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $3.64M | -$36.6K | -3,000 | -1% |
|
|
HSA
2
HBK Sorce Advisory
Erie,
Pennsylvania
| $862K | – | – | – |
|
|
BCM
3
Bridgeway Capital Management
Houston,
Texas
| $420K | – | – | – |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $349K | – | – | – |
|
|
5
Dimensional Fund Advisors
Austin,
Texas
| $295K | -$8.51K | -697 | -3% |
|
6
First Manhattan
New York
| $245K | – | – | – |
|
|
BFIM
7
Beese Fulmer Investment Management
Canton,
Ohio
| $72K | +$70.6K | +5,781 | New |
|
8
Morgan Stanley
New York
| $62K | – | – | – |
|
9
BlackRock
New York
| $13K | – | – | – |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $12K | -$12.7K | -1,044 | -51% |
|
|
12
UBS Group
Zurich,
Switzerland
| $7K | +$3.46K | +283 | +90% |
|
|
13
Acadian Asset Management
Boston,
Massachusetts
| – | -$6K | -555 | Closed |
|
|
14
Barclays
London,
United Kingdom
| – | +$146 | +12 | New |
|
|
15
Bank of America
Charlotte,
North Carolina
| – | +$403 | +33 | New |
|
LSBK Hedge Fund Activity: Q2 2020 in Review
15 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q2 2020, worth a combined $5.99M — up 17% from $5.12M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LSBK positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Beese Fulmer Investment Management, opening a new position worth an estimated $70.6K. The largest seller was Stilwell Value, cutting an estimated $36.6K.
- 15 institutional investors held Lake Shore Bancorp (LSBK) as of Q2 2020, up from 14 in Q1 2020.
- Funds reported $5.99M of Lake Shore Bancorp stock for Q2 2020, up 17% quarter-over-quarter.
- 3 funds opened new Lake Shore Bancorp positions in Q2 2020 and 2 closed out, a net change of +1 holder.
- The largest Lake Shore Bancorp buyer in Q2 2020 was Beese Fulmer Investment Management, an estimated $70.6K added.
- The largest Lake Shore Bancorp seller in Q2 2020 was Stilwell Value, an estimated $36.6K sold.
Based on aggregated 13F filings for Q2 2020.