Lake Shore Bancorp
LSBK
18 hedge funds and large institutions have $5.93M invested in Lake Shore Bancorp in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
23% more capital invested
Capital invested by funds: $4.84M → $5.93M (+$1.1M)
13% more funds holding
Funds holding: 16 → 18 (+2)
0.54% more ownership
Funds ownership: 8.37% → 8.91% (+0.54%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BHZ Capital Management
San Jose,
California
|
+$143K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$119K |
| 3 |
Morgan Stanley
New York
|
+$118K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$74.4K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$101K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$58.1K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.8K |
| 4 |
BlackRock
New York
|
-$510 |
| 5 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
-$361 |
LSBK Hedge Fund Activity: Q4 2023 in Review
18 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q4 2023, worth a combined $5.93M — up 23% from $4.84M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LSBK positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was BHZ Capital Management, opening a new position worth an estimated $143K. The largest seller was M3F Inc, cutting an estimated $101K.
- 18 institutional investors held Lake Shore Bancorp (LSBK) as of Q4 2023, up from 16 in Q3 2023.
- Funds reported $5.93M of Lake Shore Bancorp stock for Q4 2023, up 23% quarter-over-quarter.
- 3 funds opened new Lake Shore Bancorp positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Lake Shore Bancorp buyer in Q4 2023 was BHZ Capital Management, an estimated $143K added.
- The largest Lake Shore Bancorp seller in Q4 2023 was M3F Inc, an estimated $101K sold.
Based on aggregated 13F filings for Q4 2023.