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Northeast Bank

73 hedge funds and large institutions have $93.5M invested in Northeast Bank in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0.25% less ownership

Funds ownership: 57.15%56.9% (-0.25%)

6% less funds holding

Funds holding: 7873 (-5)

11% less capital invested

Capital invested by funds: $105M → $93.5M (-$11.6M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
73
Holders Change
-5
Holders Change %
-6.41%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
26
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.95M +$564K +25,068 +8%
Franklin Resources
2
Franklin Resources
California
$6.51M
BlackRock
3
BlackRock
New York
$6.49M +$130K +5,782 +2%
BCM
4
BHZ Capital Management
California
$6.46M +$1.63M +72,395 +30%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.28M +$29.2K +1,300 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.72M +$1.22M +54,048 +31%
Boston Partners
7
Boston Partners
Massachusetts
$4.32M -$1.17M -51,800 -20%
MFP
8
Michael F. Price
$4.15M
PRCP
9
Pacific Ridge Capital Partners
Oregon
$3.89M +$1.59M +70,850 +60%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$3.66M -$1.13M -50,149 -22%
LSV Asset Management
11
LSV Asset Management
Illinois
$2.7M
GC
12
Gratus Capital
Georgia
$2.41M -$229K -10,178 -8%
State Street
13
State Street
Massachusetts
$2.3M +$14.1K +625 +0.6%
Wells Fargo
14
Wells Fargo
California
$1.98M +$524K +23,303 +32%
Deutsche Bank
15
Deutsche Bank
Germany
$1.97M -$274K -12,171 -11%
MAM
16
Martingale Asset Management
Massachusetts
$1.96M -$2.25K -100 -0.1%
BCM
17
Bridgeway Capital Management
Texas
$1.95M -$2.25K -100 -0.1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.76M +$14.2K +629 +0.7%
Northern Trust
19
Northern Trust
Illinois
$1.69M +$53.9K +2,396 +3%
FP
20
Foundry Partners
Minnesota
$1.55M +$16.3K +725 +1%
WCM
21
Wedge Capital Management
North Carolina
$1.35M +$214K +9,496 +17%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.23M +$358K +15,912 +36%
MC
23
Menta Capital
California
$1.15M +$268K +11,918 +27%
PCM
24
Perritt Capital Management
Illinois
$1.14M
ACM
25
Ativo Capital Management
Illinois
$1.02M

NBN Hedge Fund Activity: Q1 2018 in Review

73 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Northeast Bank (NBN) for Q1 2018, worth a combined $93.5M — down 11% from $105M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NBN and 5 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 26 added.

The largest buyer was BHZ Capital Management, adding an estimated $1.63M. The largest seller was Boston Partners, cutting an estimated $1.17M.

  • 73 institutional investors held Northeast Bank (NBN) as of Q1 2018, down from 78 in Q4 2017.
  • Funds reported $93.5M of Northeast Bank stock for Q1 2018, down 11% quarter-over-quarter.
  • 5 funds opened new Northeast Bank positions in Q1 2018 and 9 closed out, a net change of -4 holders.
  • The largest Northeast Bank buyer in Q1 2018 was BHZ Capital Management, an estimated $1.63M added.
  • The largest Northeast Bank seller in Q1 2018 was Boston Partners, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2018.