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Northeast Bank

57 hedge funds and large institutions have $94M invested in Northeast Bank in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $90.4M → $94M (+$3.67M)

0.76% less ownership

Funds ownership: 57.51%56.75% (-0.76%)

3% less funds holding

Funds holding: 5957 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
16
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Basswood Capital Management
New York
$11.5M +$2.45M +138,102 +28%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$7.96M -$8.34K -469 -0.1%
Russell Investments Group
3
Russell Investments Group
United Kingdom
$7.69M +$2.33M +131,124 +46%
BlackRock
4
BlackRock
New York
$7.45M +$117K +6,607 +2%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$7.44M -$335K -18,873 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.75M -$29.1K -1,638 -0.4%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.99M -$196K -11,000 -4%
MFP
8
Michael F. Price
$4.26M
Stifel Financial
9
Stifel Financial
Missouri
$3.68M +$3.56M +200,143 New
BCM
10
BHZ Capital Management
California
$3.21M -$570K -32,056 -16%
Franklin Resources
11
Franklin Resources
California
$2.73M
BCM
12
Bridgeway Capital Management
Texas
$2.41M +$7.11K +400 +0.3%
State Street
13
State Street
Massachusetts
$2.41M -$79.4K -4,465 -3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.25M +$26.8K +1,507 +1%
AllianceBernstein
15
AllianceBernstein
Tennessee
$1.79M -$190K -10,710 -10%
Northern Trust
16
Northern Trust
Illinois
$1.67M -$50.1K -2,821 -3%
LSV Asset Management
17
LSV Asset Management
Illinois
$1.33M -$437K -24,600 -25%
FP
18
Foundry Partners
Minnesota
$1.29M +$120K +6,740 +11%
Boston Partners
19
Boston Partners
Massachusetts
$1.26M +$237K +13,338 +24%
Wells Fargo
20
Wells Fargo
California
$1.23M +$114K +6,411 +11%
LBS
21
Lawrence B. Seidman
$880K
Bank of New York Mellon
22
Bank of New York Mellon
New York
$875K -$21.2K -1,191 -2%
GC
23
Gratus Capital
Georgia
$859K -$61.8K -3,474 -7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$695K +$81K +4,554 +14%
JP Morgan Chase
25
JP Morgan Chase
New York
$643K -$29.2K -1,644 -5%

NBN Hedge Fund Activity: Q3 2020 in Review

57 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Northeast Bank (NBN) for Q3 2020, worth a combined $94M — up 4.1% from $90.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NBN and 4 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 16 added.

The largest buyer was Stifel Financial, opening a new position worth an estimated $3.56M. The largest seller was BHZ Capital Management, cutting an estimated $570K.

  • 57 institutional investors held Northeast Bank (NBN) as of Q3 2020, down from 59 in Q2 2020.
  • Funds reported $94M of Northeast Bank stock for Q3 2020, up 4.1% quarter-over-quarter.
  • 4 funds opened new Northeast Bank positions in Q3 2020 and 6 closed out, a net change of -2 holders.
  • The largest Northeast Bank buyer in Q3 2020 was Stifel Financial, an estimated $3.56M added.
  • The largest Northeast Bank seller in Q3 2020 was BHZ Capital Management, an estimated $570K sold.

Based on aggregated 13F filings for Q3 2020.