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Lake Shore Bancorp
LSBK

17 hedge funds and large institutions have $5.13M invested in Lake Shore Bancorp in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

6% more capital invested

Capital invested by funds: $4.82M → $5.13M (+$310K)

6% more funds holding

Funds holding: 16 → 17 (+1)

1.47% more ownership

Funds ownership: 6.41% → 7.88% (+1.5%)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HSA
HBK Sorce Advisory
Pennsylvania
+$1.05M
2
BCM
BHZ Capital Management
California
+$27.8K
3
BlackRock
BlackRock
New York
+$1.23K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$715
5
CAL
Capital Advisors Ltd
Ohio
+$192

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$8.9K
2
TRCT
Tower Research Capital (TRC)
New York
-$319
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1
HBK Sorce Advisory
Pennsylvania
$1.98M +$1.05M +82,544 +101%
SV
2
Stilwell Value
New York
$1.21M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$596K – – –
BCM
4
Bridgeway Capital Management
Texas
$348K – – –
MA
5
Minerva Advisors
Pennsylvania
$237K – – –
BCM
6
BHZ Capital Management
California
$234K +$27.8K +2,175 +13%
First Manhattan
7
First Manhattan
New York
$223K – – –
Bank of America
8
Bank of America
North Carolina
$121K +$51 +4 +0%
Morgan Stanley
9
Morgan Stanley
New York
$89.7K – – –
BlackRock
10
BlackRock
New York
$60.4K +$1.23K +96 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$12K – – –
UBS Group
12
UBS Group
Switzerland
$11.5K -$8.9K -697 -42%
Osaic Holdings
13
Osaic Holdings
Arizona
$5K – – –
TRCT
14
Tower Research Capital (TRC)
New York
$1K -$319 -25 -25%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$304 +$715 +56 +0.2%
Wells Fargo
16
Wells Fargo
California
$145 – – –
CAL
17
Capital Advisors Ltd
Ohio
– +$192 +15 New

LSBK Hedge Fund Activity: Q4 2022 in Review

17 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q4 2022, worth a combined $5.13M — up 6.4% from $4.82M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new LSBK positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $1.05M. The largest seller was UBS Group, cutting an estimated $8.9K.

  • 17 institutional investors held Lake Shore Bancorp (LSBK) as of Q4 2022, up from 16 in Q3 2022.
  • Funds reported $5.13M of Lake Shore Bancorp stock for Q4 2022, up 6.4% quarter-over-quarter.
  • 1 fund opened new Lake Shore Bancorp positions in Q4 2022 and 0 closed out, a net change of +1 holder.
  • The largest Lake Shore Bancorp buyer in Q4 2022 was HBK Sorce Advisory, an estimated $1.05M added.
  • The largest Lake Shore Bancorp seller in Q4 2022 was UBS Group, an estimated $8.9K sold.

Based on aggregated 13F filings for Q4 2022.