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Northeast Bank

73 hedge funds and large institutions have $121M invested in Northeast Bank in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more capital invested

Capital invested by funds: $102M → $121M (+$18.4M)

3.39% less ownership

Funds ownership: 74.27%70.88% (-3.4%)

5% less funds holding

Funds holding: 7773 (-4)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
19
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Castine Capital Management
Massachusetts
$13.4M +$12.7M +645,681 New
CGC
2
Continental Grain Company
New York
$12.5M -$16.4M -830,672 -58%
BlackRock
3
BlackRock
New York
$7.83M +$160K +8,108 +2%
BCM
4
BHZ Capital Management
California
$7.56M -$23.5K -1,192 -0.3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.46M +$616K +31,209 +9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.32M +$95.8K +4,853 +1%
Franklin Resources
7
Franklin Resources
California
$6.28M
PRCP
8
Pacific Ridge Capital Partners
Oregon
$6.13M +$1.03M +51,956 +21%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.02M +$342K +17,317 +8%
MFP
10
Michael F. Price
$4.79M
Russell Investments Group
11
Russell Investments Group
United Kingdom
$4.57M +$123K +6,225 +3%
LSV Asset Management
12
LSV Asset Management
Illinois
$2.94M -$61.2K -3,100 -2%
BCM
13
Bridgeway Capital Management
Texas
$2.31M
State Street
14
State Street
Massachusetts
$2.31M +$43.3K +2,193 +2%
GC
15
Gratus Capital
Georgia
$2.19M -$13.9K -706 -0.7%
Wells Fargo
16
Wells Fargo
California
$2.02M +$4.4K +223 +0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.99M +$69.3K +3,510 +4%
Boston Partners
18
Boston Partners
Massachusetts
$1.8M -$1.12M -56,600 -39%
Northern Trust
19
Northern Trust
Illinois
$1.78M +$9.79K +496 +0.6%
WCM
20
Wedge Capital Management
North Carolina
$1.68M +$273K +13,848 +21%
AllianceBernstein
21
AllianceBernstein
Tennessee
$1.46M -$13.8K -700 -1%
BCM
22
Basswood Capital Management
New York
$1.45M +$108K +5,483 +8%
FP
23
Foundry Partners
Minnesota
$1.45M -$29.1K -1,475 -2%
WSL
24
Western Standard LLC
California
$1.41M -$725K -36,759 -35%
MAM
25
Martingale Asset Management
Massachusetts
$1.34M -$39 -2 -0%

NBN Hedge Fund Activity: Q1 2019 in Review

73 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Northeast Bank (NBN) for Q1 2019, worth a combined $121M — up 18% from $102M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NBN and 6 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 19 added.

The largest buyer was Castine Capital Management, opening a new position worth an estimated $12.7M. The largest seller was Continental Grain Company, cutting an estimated $16.4M.

  • 73 institutional investors held Northeast Bank (NBN) as of Q1 2019, down from 77 in Q4 2018.
  • Funds reported $121M of Northeast Bank stock for Q1 2019, up 18% quarter-over-quarter.
  • 6 funds opened new Northeast Bank positions in Q1 2019 and 10 closed out, a net change of -4 holders.
  • The largest Northeast Bank buyer in Q1 2019 was Castine Capital Management, an estimated $12.7M added.
  • The largest Northeast Bank seller in Q1 2019 was Continental Grain Company, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2019.