Lake Shore Bancorp
LSBK
17 hedge funds and large institutions have $4M invested in Lake Shore Bancorp in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
6% more funds holding
Funds holding: 16 → 17 (+1)
0.59% less ownership
Funds ownership: 7.44% → 6.85% (-0.59%)
22% less capital invested
Capital invested by funds: $5.13M → $4M (-$1.13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$254K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.57K |
| 3 |
BlackRock
New York
|
+$1.68K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.17K |
| 5 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
+$234 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$959K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11.5K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$47 |
LSBK Hedge Fund Activity: Q1 2023 in Review
17 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q1 2023, worth a combined $4M — down 22% from $5.13M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LSBK positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Global Retirement Partners, opening a new position worth an estimated $254K. The largest seller was HBK Sorce Advisory, cutting an estimated $959K.
- 17 institutional investors held Lake Shore Bancorp (LSBK) as of Q1 2023, up from 16 in Q4 2022.
- Funds reported $4M of Lake Shore Bancorp stock for Q1 2023, down 22% quarter-over-quarter.
- 2 funds opened new Lake Shore Bancorp positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest Lake Shore Bancorp buyer in Q1 2023 was Global Retirement Partners, an estimated $254K added.
- The largest Lake Shore Bancorp seller in Q1 2023 was HBK Sorce Advisory, an estimated $959K sold.
Based on aggregated 13F filings for Q1 2023.