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Lake Shore Bancorp
LSBK

16 hedge funds and large institutions have $4.84M invested in Lake Shore Bancorp in 2023 Q3 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

0.12% more ownership

Funds ownership: 8.25% → 8.37% (+0.12%)

0% more funds holding

Funds holding: 16 → 16 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

5% less capital invested

Capital invested by funds: $5.08M → $4.84M (-$246K)

Holders
16
Holders Change
–
Holders Change %
0%
% 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
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$52.4K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$12.8K
3
MA
Minerva Advisors
Pennsylvania
+$8.15K
4
TRCT
Tower Research Capital (TRC)
New York
+$2.97K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$42

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11K
2
BlackRock
BlackRock
New York
-$1.77K
3
CAL
Capital Advisors Ltd
Ohio
-$232
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
1
M3F Inc
Utah
$1.14M +$52.4K +4,976 +5%
SV
2
Stilwell Value
New York
$1.02M – – –
HSA
3
HBK Sorce Advisory
Pennsylvania
$634K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$515K +$12.8K +1,220 +2%
MA
5
Minerva Advisors
Pennsylvania
$301K +$8.15K +774 +3%
BCM
6
Bridgeway Capital Management
Texas
$296K – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$276K +$42 +4 +0%
GRP
8
Global Retirement Partners
California
$243K – – –
First Manhattan
9
First Manhattan
New York
$188K – – –
Bank of America
10
Bank of America
North Carolina
$102K – – –
Morgan Stanley
11
Morgan Stanley
New York
$72.3K – – –
BlackRock
12
BlackRock
New York
$48.9K -$1.77K -168 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.8K – – –
TRCT
14
Tower Research Capital (TRC)
New York
$2.87K +$2.97K +282 New
Wells Fargo
15
Wells Fargo
California
$152 +$21 +2 +15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– -$11K -1,000 Closed
CAL
17
Capital Advisors Ltd
Ohio
– -$232 -22 -35%

LSBK Hedge Fund Activity: Q3 2023 in Review

16 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q3 2023, worth a combined $4.84M — down 4.8% from $5.08M a quarter earlier.

Fund positioning in LSBK was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 2 trimmed.

The largest buyer was M3F Inc, adding an estimated $52.4K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $11K sold.

  • 16 institutional investors held Lake Shore Bancorp (LSBK) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $4.84M of Lake Shore Bancorp stock for Q3 2023, down 4.8% quarter-over-quarter.
  • 1 fund opened new Lake Shore Bancorp positions in Q3 2023 and 1 closed out, a net change of 0 holders.
  • The largest Lake Shore Bancorp buyer in Q3 2023 was M3F Inc, an estimated $52.4K added.
  • The largest Lake Shore Bancorp seller in Q3 2023 was Royal Bank of Canada, an estimated $11K sold.

Based on aggregated 13F filings for Q3 2023.