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Bar Harbor Bankshares
BHB

131 hedge funds and large institutions have $268M invested in Bar Harbor Bankshares in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,200% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $15K

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

5% more funds holding

Funds holding: 125 → 131 (+6)

1.05% more ownership

Funds ownership: 56.24% → 57.29% (+1%)

2% more capital invested

Capital invested by funds: $263M → $268M (+$4.11M)

Holders
131
Holders Change
+6
Holders Change %
+4.8%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
50
Reduced
34
Closed
9
Calls
$1.09M
Puts
$15K
Net Calls
+$1.08M
Net Calls Change
+$31K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$1.75M
2
TCOV
Trust Company of Vermont
Vermont
+$1.11M
3
Goldman Sachs
Goldman Sachs
New York
+$1.01M
4
JP Morgan Chase
JP Morgan Chase
New York
+$995K
5
Millennium Management
Millennium Management
New York
+$952K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.74M
2
M&T Bank
M&T Bank
New York
-$1.1M
3
EBT
Enterprise Bank & Trust
Massachusetts
-$678K
4
Jane Street
Jane Street
New York
-$366K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$344K
Name Holding Trade Value Shares
Change 		Change in
Stake
DLP
26
De Lisle Partners
United Kingdom
$1.46M +$165K +5,000 +12%
EF
27
Empowered Funds
Pennsylvania
$1.4M +$71.3K +2,157 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.39M -$83.3K -2,519 -5%
CMP
29
Coston McIsaac & Partners
Maine
$1.3M -$118K -3,580 -8%
Charles Schwab
30
Charles Schwab
California
$1.29M +$31.2K +943 +2%
NGA
31
Naples Global Advisors
Florida
$1.21M -$13.6K -412 -1%
TCOV
32
Trust Company of Vermont
Vermont
$1.21M +$1.11M +33,478 +561%
Millennium Management
33
Millennium Management
New York
$1.11M +$952K +28,774 +390%
M&T Bank
34
M&T Bank
New York
$1.04M -$1.1M -33,396 -50%
Bank of America
35
Bank of America
North Carolina
$1.01M +$169K +5,122 +18%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$1.01M -$56.2K -1,700 -5%
Two Sigma Investments
37
Two Sigma Investments
New York
$989K +$73.8K +2,233 +7%
Swiss National Bank
38
Swiss National Bank
Switzerland
$914K – – –
MIC
39
Means Investment Company
Maine
$913K -$7.61K -230 -0.8%
Wells Fargo
40
Wells Fargo
California
$892K +$402K +12,166 +72%
Invesco
41
Invesco
Georgia
$788K +$70.2K +2,122 +9%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$772K +$17.7K +536 +2%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$746K +$45.3K +1,369 +6%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$711K -$16.4K -496 -2%
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$710K +$392K +11,868 +105%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$700K +$39.7K +1,200 +6%
CPSC
47
Carl P. Sherr & Co
Massachusetts
$634K -$12.2K -369 -2%
UBS AM
48
UBS AM
Illinois
$619K -$26.3K -795 -4%
Citadel Advisors
49
Citadel Advisors
Florida
$610K +$659K +19,934 New
B
50
Bailard
California
$576K +$496 +15 +0.1%
1
2
3 4 5

BHB Hedge Fund Activity: Q4 2024 in Review

131 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q4 2024, worth a combined $268M — up 1.6% from $263M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BHB positions and 9 closed out — a net gain of 6 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Boston Partners, adding an estimated $1.75M. The largest seller was Fidelity Investments, cutting an estimated $4.74M.

  • 131 institutional investors held Bar Harbor Bankshares (BHB) as of Q4 2024, up from 125 in Q3 2024.
  • Funds reported $268M of Bar Harbor Bankshares stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 15 funds opened new Bar Harbor Bankshares positions in Q4 2024 and 9 closed out, a net change of +6 holders.
  • The largest Bar Harbor Bankshares buyer in Q4 2024 was Boston Partners, an estimated $1.75M added.
  • The largest Bar Harbor Bankshares seller in Q4 2024 was Fidelity Investments, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2024.