Lake Shore Bancorp
LSBK
17 hedge funds and large institutions have $5.57M invested in Lake Shore Bancorp in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
31% more funds holding
Funds holding: 13 → 17 (+4)
3% more capital invested
Capital invested by funds: $5.42M → $5.57M (+$145K)
0.25% more ownership
Funds ownership: 6.3% → 6.55% (+0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$377K |
| 2 |
BCM
BHZ Capital Management
San Jose,
California
|
+$192K |
| 3 |
Morgan Stanley
New York
|
+$105K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$18.1K |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$15.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Stilwell Value
New York
|
-$527K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$46.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SV
1
Stilwell Value
New York
| $1.49M | -$527K | -35,016 | -26% |
|
|
HSA
2
HBK Sorce Advisory
Erie,
Pennsylvania
| $1.19M | +$15.5K | +1,032 | +1% |
|
|
BCM
3
Bridgeway Capital Management
Houston,
Texas
| $737K | – | – | – |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $394K | – | – | – |
|
|
5
Dimensional Fund Advisors
Austin,
Texas
| $379K | +$18.1K | +1,204 | +5% |
|
|
6
Stifel Financial
St. Louis,
Missouri
| $373K | +$377K | +25,067 | New |
|
|
MA
7
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $294K | – | – | – |
|
8
First Manhattan
New York
| $275K | – | – | – |
|
|
BCM
9
BHZ Capital Management
San Jose,
California
| $190K | +$192K | +12,769 | New |
|
|
10
Morgan Stanley
New York
| $110K | +$105K | +7,000 | +1,837% |
|
11
BlackRock
New York
| $93K | +$2.18K | +145 | +2% |
|
12
UBS Group
Zurich,
Switzerland
| $18K | +$6.85K | +455 | +63% |
|
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | -$46.3K | -3,079 | -75% |
|
14
Osaic Holdings
Scottsdale,
Arizona
| $6K | – | – | – |
|
15
Bank of America
Charlotte,
North Carolina
| – | +$135 | +9 | New |
|
|
TRCT
16
Tower Research Capital (TRC)
New York
| – | +$301 | +20 | New |
|
LSBK Hedge Fund Activity: Q4 2021 in Review
17 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q4 2021, worth a combined $5.57M — up 2.7% from $5.42M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LSBK positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $377K. The largest seller was Stilwell Value, cutting an estimated $527K.
- 17 institutional investors held Lake Shore Bancorp (LSBK) as of Q4 2021, up from 13 in Q3 2021.
- Funds reported $5.57M of Lake Shore Bancorp stock for Q4 2021, up 2.7% quarter-over-quarter.
- 4 funds opened new Lake Shore Bancorp positions in Q4 2021 and 0 closed out, a net change of +4 holders.
- The largest Lake Shore Bancorp buyer in Q4 2021 was Stifel Financial, an estimated $377K added.
- The largest Lake Shore Bancorp seller in Q4 2021 was Stilwell Value, an estimated $527K sold.
Based on aggregated 13F filings for Q4 2021.