Lake Shore Bancorp
LSBK
20 hedge funds and large institutions have $7.02M invested in Lake Shore Bancorp in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
5% more funds holding
Funds holding: 19 → 20 (+1)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
0.44% less ownership
Funds ownership: 9.34% → 8.9% (-0.44%)
3% less capital invested
Capital invested by funds: $7.23M → $7.02M (-$216K)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$115K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$20.9K |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$1.37K |
| 4 |
BlackRock
New York
|
+$393 |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$298 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$425K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$29.4K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$14.9K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.77K |
| 5 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$1.91K |
LSBK Hedge Fund Activity: Q4 2024 in Review
20 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q4 2024, worth a combined $7.02M — down 3% from $7.23M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LSBK positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $115K. The largest seller was Global Retirement Partners, exiting entirely with an estimated $425K sold.
- 20 institutional investors held Lake Shore Bancorp (LSBK) as of Q4 2024, up from 19 in Q3 2024.
- Funds reported $7.02M of Lake Shore Bancorp stock for Q4 2024, down 3% quarter-over-quarter.
- 2 funds opened new Lake Shore Bancorp positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest Lake Shore Bancorp buyer in Q4 2024 was Morgan Stanley, an estimated $115K added.
- The largest Lake Shore Bancorp seller in Q4 2024 was Global Retirement Partners, an estimated $425K sold.
Based on aggregated 13F filings for Q4 2024.