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Northeast Bank

30 hedge funds and large institutions have $32.4M invested in Northeast Bank in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

3% less funds holding

Funds holding: 3130 (-1)

10% less capital invested

Capital invested by funds: $36M → $32.4M (-$3.52M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.13M
Franklin Resources
2
Franklin Resources
California
$4.18M
SC
3
SRB Corp
Massachusetts
$3.42M
MFP
4
Michael F. Price
$3.22M
HCM
5
Highfields Capital Management
Massachusetts
$3.04M
Boston Partners
6
Boston Partners
Massachusetts
$2.12M -$5.75K -600 -0.3%
SAS
7
Spectrum Advisory Services
Georgia
$1.34M +$11.5K +1,200 +0.9%
RFC
8
Russell Frank Company
Washington
$1.17M
BRCA
9
Birch Run Capital Advisors
Texas
$1.05M +$575K +60,000 +120%
Vanguard Group
10
Vanguard Group
Pennsylvania
$986K
AllianceBernstein
11
AllianceBernstein
Tennessee
$675K +$673K +70,217 +21,874%
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$603K -$38.2K -3,986 -6%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$499K
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$429K +$36.4K +3,800 +9%
BCM
15
Bridgeway Capital Management
Texas
$335K
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$256K
Geode Capital Management
17
Geode Capital Management
Massachusetts
$203K +$47.9K +5,000 +31%
WF
18
Welch & Forbes
Massachusetts
$134K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$131K -$53.6K -5,586 -29%
LSV Asset Management
20
LSV Asset Management
Illinois
$123K
State Street
21
State Street
Massachusetts
$112K
Morgan Stanley
22
Morgan Stanley
New York
$101K +$43.2K +4,505 +75%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$96K
U
24
UBS
Switzerland
$42K +$10.6K +1,103 +34%
Deutsche Bank
25
Deutsche Bank
Germany
$16K +$17.6K +1,834 New

NBN Hedge Fund Activity: Q2 2014 in Review

30 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Northeast Bank (NBN) for Q2 2014, worth a combined $32.4M — down 9.8% from $36M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NBN and 4 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 7 added.

The largest buyer was AllianceBernstein, adding an estimated $673K. The largest seller was Castine Capital Management, exiting entirely with an estimated $4.08M sold.

  • 30 institutional investors held Northeast Bank (NBN) as of Q2 2014, down from 31 in Q1 2014.
  • Funds reported $32.4M of Northeast Bank stock for Q2 2014, down 9.8% quarter-over-quarter.
  • 4 funds opened new Northeast Bank positions in Q2 2014 and 5 closed out, a net change of -1 holder.
  • The largest Northeast Bank buyer in Q2 2014 was AllianceBernstein, an estimated $673K added.
  • The largest Northeast Bank seller in Q2 2014 was Castine Capital Management, an estimated $4.08M sold.

Based on aggregated 13F filings for Q2 2014.