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Lake Shore Bancorp
LSBK

22 hedge funds and large institutions have $6.58M invested in Lake Shore Bancorp in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

11% more capital invested

Capital invested by funds: $5.94M → $6.58M (+$640K)

10% more funds holding

Funds holding: 20 → 22 (+2)

0.2% more ownership

Funds ownership: 8.98% → 9.18% (+0.2%)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$125K
2
HSA
HBK Sorce Advisory
Pennsylvania
+$70.5K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$69.6K
4
UBS Group
UBS Group
Switzerland
+$56.3K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$27.1K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$183K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$450
3
Wells Fargo
Wells Fargo
California
-$162
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
1
M3F Inc
Utah
$1.38M -$183K -15,446 -12%
SV
2
Stilwell Value
New York
$1.25M – – –
HSA
3
HBK Sorce Advisory
Pennsylvania
$853K +$70.5K +5,959 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$677K +$521 +44 +0.1%
GRP
5
Global Retirement Partners
California
$394K – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$392K +$27.1K +2,292 +8%
MA
7
Minerva Advisors
Pennsylvania
$362K – – –
BCM
8
Bridgeway Capital Management
Texas
$361K – – –
First Manhattan
9
First Manhattan
New York
$232K – – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$216K +$69.6K +5,876 +52%
Morgan Stanley
11
Morgan Stanley
New York
$138K +$22.3K +1,884 +21%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$132K +$125K +10,522 New
UBS Group
13
UBS Group
Switzerland
$59.4K +$56.3K +4,752 New
Bank of America
14
Bank of America
North Carolina
$56.5K +$166 +14 +0.3%
BlackRock
15
BlackRock
New York
$54.9K +$4.34K +367 +9%
FFA
16
Farther Finance Advisors
California
$11.8K – – –
AAP
17
Arax Advisory Partners
Colorado
$5K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$5K – – –
TRCT
19
Tower Research Capital (TRC)
New York
$2.33K +$260 +22 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1K -$450 -38 -43%
IC
21
Innealta Capital
Texas
$150 +$142 +12 New
Wells Fargo
22
Wells Fargo
California
– -$162 -14 Closed

LSBK Hedge Fund Activity: Q2 2024 in Review

22 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q2 2024, worth a combined $6.58M — up 11% from $5.94M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LSBK positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Geode Capital Management, opening a new position worth an estimated $125K. The largest seller was M3F Inc, cutting an estimated $183K.

  • 22 institutional investors held Lake Shore Bancorp (LSBK) as of Q2 2024, up from 20 in Q1 2024.
  • Funds reported $6.58M of Lake Shore Bancorp stock for Q2 2024, up 11% quarter-over-quarter.
  • 3 funds opened new Lake Shore Bancorp positions in Q2 2024 and 1 closed out, a net change of +2 holders.
  • The largest Lake Shore Bancorp buyer in Q2 2024 was Geode Capital Management, an estimated $125K added.
  • The largest Lake Shore Bancorp seller in Q2 2024 was M3F Inc, an estimated $183K sold.

Based on aggregated 13F filings for Q2 2024.