Bar Harbor Bankshares
BHB
92 hedge funds and large institutions have $179M invested in Bar Harbor Bankshares in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
50% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 22
5% more funds holding
Funds holding: 88 → 92 (+4)
1.4% more ownership
Funds ownership: 41.48% → 42.88% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less capital invested
Capital invested by funds: $201M → $179M (-$21.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$3.37M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$914K |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$844K |
| 4 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
+$830K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$633K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHTS
Bar Harbor Trust Services
Ellsworth,
Maine
|
-$904K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$687K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$378K |
| 4 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$339K |
| 5 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
-$318K |
BHB Hedge Fund Activity: Q4 2017 in Review
92 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q4 2017, worth a combined $179M — down 11% from $201M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BHB positions and 6 closed out — a net gain of 4 holders — while 33 added to existing stakes and 22 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $3.37M. The largest seller was Bar Harbor Trust Services, cutting an estimated $904K.
- 92 institutional investors held Bar Harbor Bankshares (BHB) as of Q4 2017, up from 88 in Q3 2017.
- Funds reported $179M of Bar Harbor Bankshares stock for Q4 2017, down 11% quarter-over-quarter.
- 10 funds opened new Bar Harbor Bankshares positions in Q4 2017 and 6 closed out, a net change of +4 holders.
- The largest Bar Harbor Bankshares buyer in Q4 2017 was Punch & Associates Investment Management, an estimated $3.37M added.
- The largest Bar Harbor Bankshares seller in Q4 2017 was Bar Harbor Trust Services, an estimated $904K sold.
Based on aggregated 13F filings for Q4 2017.