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Northeast Bank

96 hedge funds and large institutions have $198M invested in Northeast Bank in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

10% more funds holding

Funds holding: 8796 (+9)

3% more capital invested

Capital invested by funds: $193M → $198M (+$5.45M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.58% less ownership

Funds ownership: 55.45%53.87% (-1.6%)

49% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 37

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
19
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$22.1M -$2.83M -63,117 -11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$18.6M -$862K -19,243 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.1M -$170K -3,806 -1%
BCM
4
Basswood Capital Management
New York
$14.1M -$2.53M -56,486 -15%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$10M -$5.64K -126 -0.1%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.16M +$385K +8,600 +6%
TWM
7
Trevian Wealth Management
Massachusetts
$6.93M -$140K -3,118 -2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$6.08M +$6.18M +137,925 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.97M -$274K -6,111 -4%
State Street
10
State Street
Massachusetts
$5.9M +$38.4K +857 +0.6%
GKIM
11
GW&K Investment Management
Massachusetts
$5.21M +$986K +22,010 +23%
ECA
12
Endeavour Capital Advisors
Connecticut
$4.86M -$768K -17,154 -13%
GCM
13
Gator Capital Management
Florida
$4.82M -$314K -7,000 -6%
KCM
14
Kennedy Capital Management
Missouri
$4.57M +$293K +6,544 +7%
Franklin Resources
15
Franklin Resources
California
$4.48M
AllianceBernstein
16
AllianceBernstein
Tennessee
$4.05M +$35.8K +800 +0.9%
FP
17
Foundry Partners
Minnesota
$3.36M -$5.38K -120 -0.2%
Invesco
18
Invesco
Georgia
$3.35M +$224K +5,012 +7%
American Century Companies
19
American Century Companies
Missouri
$3.27M +$302K +6,743 +10%
Goldman Sachs
20
Goldman Sachs
New York
$2.96M -$1.28M -28,578 -30%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$2.93M
Northern Trust
22
Northern Trust
Illinois
$2.66M -$278K -6,203 -9%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$2.46M -$174K -3,879 -7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.35M -$84.9K -1,896 -3%
Brown Advisory
25
Brown Advisory
Maryland
$2.27M

NBN Hedge Fund Activity: Q3 2023 in Review

96 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Northeast Bank (NBN) for Q3 2023, worth a combined $198M — up 2.8% from $193M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NBN positions and 6 closed out — a net gain of 10 holders — while 19 added to existing stakes and 37 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $6.18M. The largest seller was Jennifer C. Price, exiting entirely with an estimated $6.59M sold.

  • 96 institutional investors held Northeast Bank (NBN) as of Q3 2023, up from 87 in Q2 2023.
  • Funds reported $198M of Northeast Bank stock for Q3 2023, up 2.8% quarter-over-quarter.
  • 16 funds opened new Northeast Bank positions in Q3 2023 and 6 closed out, a net change of +10 holders.
  • The largest Northeast Bank buyer in Q3 2023 was Wellington Management Group, an estimated $6.18M added.
  • The largest Northeast Bank seller in Q3 2023 was Jennifer C. Price, an estimated $6.59M sold.

Based on aggregated 13F filings for Q3 2023.