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Lake Shore Bancorp

19 hedge funds and large institutions have $7.23M invested in Lake Shore Bancorp in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

10% more capital invested

Capital invested by funds: $6.58M → $7.23M (+$651K)

0.16% more ownership

Funds ownership: 9.18%9.34% (+0.16%)

14% less funds holding

Funds holding: 2219 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
7
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$1.64M +$279K +21,893 +22%
MI
2
M3F Inc
Utah
$1.49M
HSA
3
HBK Sorce Advisory
Pennsylvania
$925K +$5.43K +427 +0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$654K -$72K -5,659 -10%
GRP
5
Global Retirement Partners
California
$425K
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$423K +$51 +4 +0%
MA
7
Minerva Advisors
Pennsylvania
$404K
CC
8
Courier Capital
New York
$254K +$239K +18,813 New
First Manhattan
9
First Manhattan
New York
$250K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$236K +$88.8K +6,978 +66%
BCM
11
Bridgeway Capital Management
Texas
$213K -$166K -13,056 -45%
Morgan Stanley
12
Morgan Stanley
New York
$161K +$11.5K +900 +8%
Bank of America
13
Bank of America
North Carolina
$69K +$7.69K +604 +13%
BlackRock
14
BlackRock
New York
$61.5K +$2.21K +174 +4%
FFA
15
Farther Finance Advisors
California
$13.5K
AAP
16
Arax Advisory Partners
Colorado
$5.4K
Osaic Holdings
17
Osaic Holdings
Arizona
$5.4K
TRCT
18
Tower Research Capital (TRC)
New York
$2.17K -$318 -25 -13%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$216K -17,241 Closed
UBS Group
20
UBS Group
Switzerland
-$59.4K -4,752 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$1K -50 Closed
IC
22
Innealta Capital
Texas
-$150 -12 Closed

LSBK Hedge Fund Activity: Q3 2024 in Review

19 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q3 2024, worth a combined $7.23M — up 9.9% from $6.58M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LSBK and 1 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was Stilwell Value, adding an estimated $279K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $216K sold.

  • 19 institutional investors held Lake Shore Bancorp (LSBK) as of Q3 2024, down from 22 in Q2 2024.
  • Funds reported $7.23M of Lake Shore Bancorp stock for Q3 2024, up 9.9% quarter-over-quarter.
  • 1 fund opened new Lake Shore Bancorp positions in Q3 2024 and 4 closed out, a net change of -3 holders.
  • The largest Lake Shore Bancorp buyer in Q3 2024 was Stilwell Value, an estimated $279K added.
  • The largest Lake Shore Bancorp seller in Q3 2024 was Susquehanna International Group, an estimated $216K sold.

Based on aggregated 13F filings for Q3 2024.