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Lake Shore Bancorp
LSBK

16 hedge funds and large institutions have $5.08M invested in Lake Shore Bancorp in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

27% more capital invested

Capital invested by funds: $4M → $5.08M (+$1.09M)

1.41% more ownership

Funds ownership: 6.85% → 8.25% (+1.4%)

6% less funds holding

Funds holding: 17 → 16 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$1.15M
2
MA
Minerva Advisors
Pennsylvania
+$104K
3
GRP
Global Retirement Partners
California
+$29.7K
4
CAL
Capital Advisors Ltd
Ohio
+$292
5
Wells Fargo
Wells Fargo
California
+$11

Top Sellers

Rank Fund Capital Flow
1
HSA
HBK Sorce Advisory
Pennsylvania
-$212K
2
BCM
BHZ Capital Management
California
-$196K
3
Morgan Stanley
Morgan Stanley
New York
-$3.41K
4
TRCT
Tower Research Capital (TRC)
New York
-$3K
5
BlackRock
BlackRock
New York
-$1.82K
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
1
M3F Inc
Utah
$1.15M +$1.15M +106,802 New
SV
2
Stilwell Value
New York
$1.08M – – –
HSA
3
HBK Sorce Advisory
Pennsylvania
$672K -$212K -19,619 -24%
Vanguard Group
4
Vanguard Group
Pennsylvania
$533K – – –
BCM
5
Bridgeway Capital Management
Texas
$319K – – –
MA
6
Minerva Advisors
Pennsylvania
$316K +$104K +9,644 +49%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$298K – – –
GRP
8
Global Retirement Partners
California
$264K +$29.7K +2,749 +13%
First Manhattan
9
First Manhattan
New York
$199K – – –
Bank of America
10
Bank of America
North Carolina
$108K – – –
Morgan Stanley
11
Morgan Stanley
New York
$76.6K -$3.41K -315 -4%
BlackRock
12
BlackRock
New York
$53.7K -$1.82K -168 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$4.03K – – –
CAL
15
Capital Advisors Ltd
Ohio
$1K +$292 +27 +77%
Wells Fargo
16
Wells Fargo
California
$140 +$11 +1 +8%
BCM
17
BHZ Capital Management
California
– -$196K -19,420 Closed
TRCT
18
Tower Research Capital (TRC)
New York
– -$3K -295 Closed

LSBK Hedge Fund Activity: Q2 2023 in Review

16 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q2 2023, worth a combined $5.08M — up 27% from $4M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of LSBK and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 4 added.

The largest buyer was M3F Inc, opening a new position worth an estimated $1.15M. The largest seller was HBK Sorce Advisory, cutting an estimated $212K.

  • 16 institutional investors held Lake Shore Bancorp (LSBK) as of Q2 2023, down from 17 in Q1 2023.
  • Funds reported $5.08M of Lake Shore Bancorp stock for Q2 2023, up 27% quarter-over-quarter.
  • 1 fund opened new Lake Shore Bancorp positions in Q2 2023 and 2 closed out, a net change of -1 holder.
  • The largest Lake Shore Bancorp buyer in Q2 2023 was M3F Inc, an estimated $1.15M added.
  • The largest Lake Shore Bancorp seller in Q2 2023 was HBK Sorce Advisory, an estimated $212K sold.

Based on aggregated 13F filings for Q2 2023.