Bar Harbor Bankshares
BHB
56 hedge funds and large institutions have $58.8M invested in Bar Harbor Bankshares in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
8% more capital invested
Capital invested by funds: $54.4M → $58.8M (+$4.42M)
8% more funds holding
Funds holding: 52 → 56 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.49% less ownership
Funds ownership: 93.05% → 92.56% (-0.49%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
51
MSI Financial Services
Springfield,
Massachusetts
| $8K | – | – | – |
|
|
VCM
52
Vigilant Capital Management
Portland,
Maine
| $8K | – | – | – |
|
|
U
53
UBS
Zurich,
Switzerland
| $7K | +$3.63K | +216 | +121% |
|
54
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $5.98K | – | – | – |
|
55
BNP Paribas Financial Markets
Paris,
France
| $3.92K | +$3.71K | +221 | New |
|
56
Barclays
London,
United Kingdom
| $3K | +$1.86K | +111 | +121% |
|
|
CGI
57
CI Global Investments
Oakland,
California
| – | -$576K | -35,244 | Closed |
|
|
RFC
58
Russell Frank Company
Seattle,
Washington
| – | -$62K | -3,816 | Closed |
|
59
Ameriprise
Minneapolis,
Minnesota
| – | -$9K | -551 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$8K | -502 | Closed |
|
61
AllianceBernstein
Nashville,
Tennessee
| – | -$4K | -225 | Closed |
|
BHB Hedge Fund Activity: Q4 2013 in Review
56 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q4 2013, worth a combined $58.8M — up 8.1% from $54.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BHB positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 12 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $945K. The largest seller was Shufro Rose & Co, cutting an estimated $1.5M.
- 56 institutional investors held Bar Harbor Bankshares (BHB) as of Q4 2013, up from 52 in Q3 2013.
- Funds reported $58.8M of Bar Harbor Bankshares stock for Q4 2013, up 8.1% quarter-over-quarter.
- 9 funds opened new Bar Harbor Bankshares positions in Q4 2013 and 5 closed out, a net change of +4 holders.
- The largest Bar Harbor Bankshares buyer in Q4 2013 was Fidelity Investments, an estimated $945K added.
- The largest Bar Harbor Bankshares seller in Q4 2013 was Shufro Rose & Co, an estimated $1.5M sold.
Based on aggregated 13F filings for Q4 2013.