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Lake Shore Bancorp
LSBK

17 hedge funds and large institutions have $5.13M invested in Lake Shore Bancorp in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6% more funds holding

Funds holding: 16 → 17 (+1)

0.04% less ownership

Funds ownership: 6.47% → 6.44% (-0.04%)

7% less capital invested

Capital invested by funds: $5.49M → $5.13M (-$364K)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$181K
2
BCM
BHZ Capital Management
California
+$57.8K
3
HSA
HBK Sorce Advisory
Pennsylvania
+$18.6K
4
UBS Group
UBS Group
Switzerland
+$2.28K
5
TRCT
Tower Research Capital (TRC)
New York
+$1.86K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$281K
2
BlackRock
BlackRock
New York
-$1.04K
3
Morgan Stanley
Morgan Stanley
New York
-$217
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$1.4M – – –
HSA
2
HBK Sorce Advisory
Pennsylvania
$1.17M +$18.6K +1,288 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$687K +$181K +12,500 +34%
BCM
4
Bridgeway Capital Management
Texas
$404K – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$352K – – –
MA
6
Minerva Advisors
Pennsylvania
$274K – – –
First Manhattan
7
First Manhattan
New York
$259K – – –
BCM
8
BHZ Capital Management
California
$236K +$57.8K +4,000 +31%
Bank of America
9
Bank of America
North Carolina
$139K – – –
Morgan Stanley
10
Morgan Stanley
New York
$103K -$217 -15 -0.2%
BlackRock
11
BlackRock
New York
$70K -$1.04K -72 -1%
UBS Group
12
UBS Group
Switzerland
$16K +$2.28K +158 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$5K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$2K +$1.86K +129 New
PSC
16
Piper Sandler & Co
Minnesota
$1K +$1.4K +97 New
Stifel Financial
17
Stifel Financial
Missouri
– -$281K -18,845 Closed
Wells Fargo
18
Wells Fargo
California
– +$14 +1 +9%

LSBK Hedge Fund Activity: Q2 2022 in Review

17 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q2 2022, worth a combined $5.13M — down 6.6% from $5.49M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new LSBK positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Vanguard Group, adding an estimated $181K. The largest seller was Stifel Financial, exiting entirely with an estimated $281K sold.

  • 17 institutional investors held Lake Shore Bancorp (LSBK) as of Q2 2022, up from 16 in Q1 2022.
  • Funds reported $5.13M of Lake Shore Bancorp stock for Q2 2022, down 6.6% quarter-over-quarter.
  • 2 funds opened new Lake Shore Bancorp positions in Q2 2022 and 1 closed out, a net change of +1 holder.
  • The largest Lake Shore Bancorp buyer in Q2 2022 was Vanguard Group, an estimated $181K added.
  • The largest Lake Shore Bancorp seller in Q2 2022 was Stifel Financial, an estimated $281K sold.

Based on aggregated 13F filings for Q2 2022.