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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 1 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

0% more funds holding

Funds holding: 17 → 17 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

1.04% less ownership

Funds ownership: 7.88% → 6.85% (-1%)

22% less capital invested

Capital invested by funds: $5.13M → $4M (-$1.13M)

Holders
17
Holders Change
–
Holders Change %
0%
% 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
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GRP
Global Retirement Partners
California
+$254K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$19.9K
3
TRCT
Tower Research Capital (TRC)
New York
+$2.57K
4
BlackRock
BlackRock
New York
+$1.68K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.17K

Top Sellers

Rank Fund Capital Flow
1
HSA
HBK Sorce Advisory
Pennsylvania
-$959K
2
UBS Group
UBS Group
Switzerland
-$11.5K
3
Bank of America
Bank of America
North Carolina
-$47
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$1.01M – – –
HSA
2
HBK Sorce Advisory
Pennsylvania
$827K -$959K -82,097 -50%
Vanguard Group
3
Vanguard Group
Pennsylvania
$500K +$1.17K +100 +0.2%
BCM
4
Bridgeway Capital Management
Texas
$291K – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$272K +$19.9K +1,707 +7%
GRP
6
Global Retirement Partners
California
$245K +$254K +21,720 New
MA
7
Minerva Advisors
Pennsylvania
$226K – – –
BCM
8
BHZ Capital Management
California
$196K – – –
First Manhattan
9
First Manhattan
New York
$187K – – –
Bank of America
10
Bank of America
North Carolina
$101K -$47 -4 -0%
Morgan Stanley
11
Morgan Stanley
New York
$75K – – –
BlackRock
12
BlackRock
New York
$52K +$1.68K +144 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$3.77K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$3K +$2.57K +220 +293%
Wells Fargo
16
Wells Fargo
California
$121 – – –
UBS Group
17
UBS Group
Switzerland
– -$11.5K -952 Closed
CAL
18
Capital Advisors Ltd
Ohio
– +$234 +20 +133%

LSBK Hedge Fund Activity: Q1 2023 in Review

17 of the 6,275 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.

Fund positioning in LSBK was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 5 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, unchanged from Q4 2022.
  • Funds reported $4M of Lake Shore Bancorp stock for Q1 2023, down 22% quarter-over-quarter.
  • 1 fund opened new Lake Shore Bancorp positions in Q1 2023 and 1 closed out, a net change of 0 holders.
  • 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.