Lake Shore Bancorp
LSBK
12 hedge funds and large institutions have $6.25M invested in Lake Shore Bancorp in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
2% more capital invested
Capital invested by funds: $6.11M → $6.25M (+$145K)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
0.88% less ownership
Funds ownership: 8.06% → 7.18% (-0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$8.48K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$101 |
| 3 |
Morgan Stanley
New York
|
+$29 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$14 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Stilwell Value
New York
|
-$732K |
| 2 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
-$23.1K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$11.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $3.63M | -$732K | -50,812 | -17% |
|
|
HSA
2
HBK Sorce Advisory
Erie,
Pennsylvania
| $1.15M | +$8.48K | +588 | +0.8% |
|
|
BCM
3
Bridgeway Capital Management
Houston,
Texas
| $507K | – | – | – |
|
4
Dimensional Fund Advisors
Austin,
Texas
| $356K | – | – | – |
|
|
MA
5
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $294K | -$23.1K | -1,606 | -8% |
|
6
First Manhattan
New York
| $277K | – | – | – |
|
7
BlackRock
New York
| $16K | – | – | – |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | – | – | – |
|
|
9
Morgan Stanley
New York
| $5K | +$29 | +2 | +0.6% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $2K | -$11.7K | -810 | -88% |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$1K | -79 | Closed |
|
|
12
Wells Fargo
San Francisco,
California
| – | +$14 | +1 | +9% |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | +$101 | +7 | New |
|
LSBK Hedge Fund Activity: Q1 2021 in Review
12 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q1 2021, worth a combined $6.25M — up 2.4% from $6.11M a quarter earlier.
Fund positioning in LSBK was balanced in Q1 2021: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was HBK Sorce Advisory, adding an estimated $8.48K. The largest seller was Stilwell Value, cutting an estimated $732K.
- 12 institutional investors held Lake Shore Bancorp (LSBK) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $6.25M of Lake Shore Bancorp stock for Q1 2021, up 2.4% quarter-over-quarter.
- 1 fund opened new Lake Shore Bancorp positions in Q1 2021 and 1 closed out, a net change of 0 holders.
- The largest Lake Shore Bancorp buyer in Q1 2021 was HBK Sorce Advisory, an estimated $8.48K added.
- The largest Lake Shore Bancorp seller in Q1 2021 was Stilwell Value, an estimated $732K sold.
Based on aggregated 13F filings for Q1 2021.