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Northeast Bank

73 hedge funds and large institutions have $149M invested in Northeast Bank in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $149M → $149M (+$748K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

1% less funds holding

Funds holding: 7473 (-1)

2.51% less ownership

Funds ownership: 52.77%50.27% (-2.5%)

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
22
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Basswood Capital Management
New York
$18.4M -$5.18M -149,220 -22%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$14.8M -$76.5K -2,205 -0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.7M -$5.14K -148 -0%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$11.6M -$82.1K -2,365 -0.7%
ECA
5
Endeavour Capital Advisors
Connecticut
$10.1M +$2.18M +62,775 +28%
Renaissance Technologies
6
Renaissance Technologies
New York
$8.61M -$550K -15,846 -6%
MFP
7
Michael F. Price
$8.28M
Franklin Resources
8
Franklin Resources
California
$4.43M -$56.3K -1,623 -1%
AllianceBernstein
9
AllianceBernstein
Tennessee
$4.29M -$139K -4,000 -3%
FP
10
Foundry Partners
Minnesota
$3.59M +$808K +23,280 +30%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$3.48M -$402K -11,579 -11%
UIC
12
Uniplan Investment Counsel
Wisconsin
$3.18M +$4.86K +140 +0.2%
BlackRock
13
BlackRock
New York
$2.66M +$950K +27,368 +58%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.64M -$4.06K -117 -0.2%
MPAM
15
Monarch Partners Asset Management
Massachusetts
$2.59M -$1.57M -45,158 -38%
Millennium Management
16
Millennium Management
New York
$2.42M -$129K -3,721 -5%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$2.17M -$34.4K -990 -2%
Invesco
18
Invesco
Georgia
$2.02M -$211K -6,071 -10%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$1.84M -$27.8K -800 -2%
BCM
20
Bridgeway Capital Management
Texas
$1.79M -$160K -4,600 -8%
TWM
21
Trevian Wealth Management
Massachusetts
$1.68M +$1.63M +46,887 New
GC
22
Gratus Capital
Georgia
$1.53M +$16.7K +480 +1%
LSV Asset Management
23
LSV Asset Management
Illinois
$1.49M -$34.7K -1,000 -2%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.48M +$510K +14,686 +55%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.32M

NBN Hedge Fund Activity: Q4 2021 in Review

73 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Northeast Bank (NBN) for Q4 2021, worth a combined $149M — up 0.5% from $149M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NBN and 12 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 22 added.

The largest buyer was Endeavour Capital Advisors, adding an estimated $2.18M. The largest seller was Basswood Capital Management, cutting an estimated $5.18M.

  • 73 institutional investors held Northeast Bank (NBN) as of Q4 2021, down from 74 in Q3 2021.
  • Funds reported $149M of Northeast Bank stock for Q4 2021, up 0.5% quarter-over-quarter.
  • 12 funds opened new Northeast Bank positions in Q4 2021 and 13 closed out, a net change of -1 holder.
  • The largest Northeast Bank buyer in Q4 2021 was Endeavour Capital Advisors, an estimated $2.18M added.
  • The largest Northeast Bank seller in Q4 2021 was Basswood Capital Management, an estimated $5.18M sold.

Based on aggregated 13F filings for Q4 2021.