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Northeast Bank

26 hedge funds and large institutions have $36.6M invested in Northeast Bank in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

6% less capital invested

Capital invested by funds: $39M → $36.6M (-$2.4M)

7% less funds holding

Funds holding: 2826 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.58M
CCM
2
Castine Capital Management
Massachusetts
$4.82M -$536K -52,824 -10%
Franklin Resources
3
Franklin Resources
California
$4.41M
SC
4
SRB Corp
Massachusetts
$3.57M
HCM
5
Highfields Capital Management
Massachusetts
$3.2M
MFP
6
Michael F. Price
$2.87M
Boston Partners
7
Boston Partners
Massachusetts
$1.57M +$35.5K +3,500 +2%
RFC
8
Russell Frank Company
Washington
$1.57M +$35.5K +3,500 +2%
SAS
9
Spectrum Advisory Services
Georgia
$1.41M -$2.04K -201 -0.1%
Vanguard Group
10
Vanguard Group
Pennsylvania
$1.02M
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$589K +$49.4K +4,870 +9%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$522K
BRCA
13
Birch Run Capital Advisors
Texas
$500K
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$414K +$5.57K +549 +1%
BCM
15
Bridgeway Capital Management
Texas
$352K
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$270K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$192K +$40.3K +3,970 +26%
RNS
18
Robert N. Shapiro
$179K
Geode Capital Management
19
Geode Capital Management
Massachusetts
$164K
WF
20
Welch & Forbes
Massachusetts
$140K
State Street
21
State Street
Massachusetts
$118K
VCM
22
Vigilant Capital Management
Maine
$68K
U
23
UBS
Switzerland
$31K -$5.41K -534 -15%
LSV Asset Management
24
LSV Asset Management
Illinois
$26K +$26.6K +2,625 New
TRCT
25
Tower Research Capital (TRC)
New York
$10K +$3.69K +364 +55%

NBN Hedge Fund Activity: Q3 2013 in Review

26 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Northeast Bank (NBN) for Q3 2013, worth a combined $36.6M — down 6.2% from $39M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NBN and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $49.4K. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $3.45M sold.

  • 26 institutional investors held Northeast Bank (NBN) as of Q3 2013, down from 28 in Q2 2013.
  • Funds reported $36.6M of Northeast Bank stock for Q3 2013, down 6.2% quarter-over-quarter.
  • 1 fund opened new Northeast Bank positions in Q3 2013 and 3 closed out, a net change of -2 holders.
  • The largest Northeast Bank buyer in Q3 2013 was Brandywine Global Investment Management, an estimated $49.4K added.
  • The largest Northeast Bank seller in Q3 2013 was Bank of New York Mellon, an estimated $3.45M sold.

Based on aggregated 13F filings for Q3 2013.