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Northeast Bank

76 hedge funds and large institutions have $133M invested in Northeast Bank in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

6% more funds holding

Funds holding: 7276 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $134M → $133M (-$1.54M)

7.77% less ownership

Funds ownership: 61%53.23% (-7.8%)

48% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 29

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
15
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Basswood Capital Management
New York
$18.8M -$161K -5,609 -0.9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$12.3M -$313K -10,905 -3%
PRCP
3
Pacific Ridge Capital Partners
Oregon
$10.4M -$959K -33,416 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.76M -$1.46M -50,986 -13%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.78M +$910K +31,700 +14%
MFP
6
Michael F. Price
$6.92M
ECA
7
Endeavour Capital Advisors
Connecticut
$6.19M +$5.95M +207,293 New
Franklin Resources
8
Franklin Resources
California
$4.23M
Millennium Management
9
Millennium Management
New York
$3.89M +$3.03M +105,606 +430%
AllianceBernstein
10
AllianceBernstein
Tennessee
$3.71M +$838K +29,201 +31%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$3.66M -$1.98M -69,076 -36%
BCM
12
Bridgeway Capital Management
Texas
$3.56M -$187K -6,500 -5%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$3.55M -$5.12M -178,447 -60%
MPAM
14
Monarch Partners Asset Management
Massachusetts
$3.17M +$573K +19,970 +23%
UIC
15
Uniplan Investment Counsel
Wisconsin
$2.71M +$56.8K +1,980 +2%
FP
16
Foundry Partners
Minnesota
$2.34M -$425K -14,799 -16%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.2M -$1.46M -50,830 -41%
Morgan Stanley
18
Morgan Stanley
New York
$2M +$889K +30,960 +86%
Marshall Wace
19
Marshall Wace
United Kingdom
$1.63M +$1.31M +45,751 +526%
BlackRock
20
BlackRock
New York
$1.46M -$10.2M -354,586 -88%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$1.45M
GC
22
Gratus Capital
Georgia
$1.32M
LSV Asset Management
23
LSV Asset Management
Illinois
$1.29M -$339K -11,795 -21%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.13M
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.01M -$568K -19,786 -37%

NBN Hedge Fund Activity: Q2 2021 in Review

76 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Northeast Bank (NBN) for Q2 2021, worth a combined $133M — down 1.1% from $134M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NBN positions and 12 closed out — a net gain of 4 holders — while 15 added to existing stakes and 29 trimmed.

The largest buyer was Endeavour Capital Advisors, opening a new position worth an estimated $5.95M. The largest seller was BlackRock, cutting an estimated $10.2M.

  • 76 institutional investors held Northeast Bank (NBN) as of Q2 2021, up from 72 in Q1 2021.
  • Funds reported $133M of Northeast Bank stock for Q2 2021, down 1.1% quarter-over-quarter.
  • 16 funds opened new Northeast Bank positions in Q2 2021 and 12 closed out, a net change of +4 holders.
  • The largest Northeast Bank buyer in Q2 2021 was Endeavour Capital Advisors, an estimated $5.95M added.
  • The largest Northeast Bank seller in Q2 2021 was BlackRock, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2021.