We are live on ! Find out more
LSBK icon

Lake Shore Bancorp
LSBK

20 hedge funds and large institutions have $5.94M invested in Lake Shore Bancorp in 2024 Q1 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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

11% more funds holding

Funds holding: 18 → 20 (+2)

0% more capital invested

Capital invested by funds: $5.93M → $5.94M (+$8.94K)

0.07% more ownership

Funds ownership: 8.91% → 8.98% (+0.07%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$272K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$25K
3
FFA
Farther Finance Advisors
California
+$11.7K
4
AAP
Arax Advisory Partners
Colorado
+$4.67K
5
Osaic Holdings
Osaic Holdings
Arizona
+$4.67K

Top Sellers

Rank Fund Capital Flow
1
BCM
BHZ Capital Management
California
-$157K
2
Morgan Stanley
Morgan Stanley
New York
-$106K
3
BlackRock
BlackRock
New York
-$8.73K
4
HSA
HBK Sorce Advisory
Pennsylvania
-$3.21K
5
TRCT
Tower Research Capital (TRC)
New York
-$1.13K
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
1
M3F Inc
Utah
$1.46M +$272K +23,321 +23%
SV
2
Stilwell Value
New York
$1.16M – – –
HSA
3
HBK Sorce Advisory
Pennsylvania
$721K -$3.21K -275 -0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$627K +$1.87K +160 +0.3%
GRP
5
Global Retirement Partners
California
$365K – – –
MA
6
Minerva Advisors
Pennsylvania
$349K – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$343K +$25K +2,138 +8%
BCM
8
Bridgeway Capital Management
Texas
$340K – – –
First Manhattan
9
First Manhattan
New York
$215K – – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$134K +$2.08K +178 +2%
Morgan Stanley
11
Morgan Stanley
New York
$106K -$106K -9,119 -50%
Bank of America
12
Bank of America
North Carolina
$52.2K -$420 -36 -0.8%
BlackRock
13
BlackRock
New York
$46.6K -$8.73K -748 -16%
FFA
14
Farther Finance Advisors
California
$11.8K +$11.7K +1,000 New
AAP
15
Arax Advisory Partners
Colorado
$4.71K +$4.67K +400 New
Osaic Holdings
16
Osaic Holdings
Arizona
$4.64K +$4.67K +400 New
TRCT
17
Tower Research Capital (TRC)
New York
$1.9K -$1.13K -97 -37%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1K -$455 -39 -31%
Wells Fargo
19
Wells Fargo
California
$162 – – –
BCM
20
BHZ Capital Management
California
– -$157K -13,435 Closed

LSBK Hedge Fund Activity: Q1 2024 in Review

20 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q1 2024, worth a combined $5.94M — up 0.15% from $5.93M 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 M3F Inc, adding an estimated $272K. The largest seller was BHZ Capital Management, exiting entirely with an estimated $157K sold.

  • 20 institutional investors held Lake Shore Bancorp (LSBK) as of Q1 2024, up from 18 in Q4 2023.
  • Funds reported $5.94M of Lake Shore Bancorp stock for Q1 2024, up 0.15% quarter-over-quarter.
  • 3 funds opened new Lake Shore Bancorp positions in Q1 2024 and 1 closed out, a net change of +2 holders.
  • The largest Lake Shore Bancorp buyer in Q1 2024 was M3F Inc, an estimated $272K added.
  • The largest Lake Shore Bancorp seller in Q1 2024 was BHZ Capital Management, an estimated $157K sold.

Based on aggregated 13F filings for Q1 2024.