Bar Harbor Bankshares
BHB
110 hedge funds and large institutions have $219M invested in Bar Harbor Bankshares in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
5% more funds holding
Funds holding: 105 → 110 (+5)
0.66% less ownership
Funds ownership: 55.06% → 54.4% (-0.66%)
3% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 33
5% less call options, than puts
Call options by funds: $641K | Put options by funds: $678K
11% less capital invested
Capital invested by funds: $245M → $219M (-$26.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$1.15M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$865K |
| 3 |
Two Sigma Investments
New York
|
+$664K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$448K |
| 5 |
BMCM
Black Maple Capital Management
Milwaukee,
Wisconsin
|
+$396K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$4.04M |
| 2 |
Morgan Stanley
New York
|
-$1.85M |
| 3 |
MSS
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
-$668K |
| 4 |
Franklin Resources
San Mateo,
California
|
-$374K |
| 5 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$294K |
BHB Hedge Fund Activity: Q1 2024 in Review
110 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q1 2024, worth a combined $219M — down 11% from $245M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BHB positions and 8 closed out — a net gain of 5 holders — while 32 added to existing stakes and 33 trimmed.
The largest buyer was American Century Companies, adding an estimated $1.15M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $4.04M sold.
- 110 institutional investors held Bar Harbor Bankshares (BHB) as of Q1 2024, up from 105 in Q4 2023.
- Funds reported $219M of Bar Harbor Bankshares stock for Q1 2024, down 11% quarter-over-quarter.
- 13 funds opened new Bar Harbor Bankshares positions in Q1 2024 and 8 closed out, a net change of +5 holders.
- The largest Bar Harbor Bankshares buyer in Q1 2024 was American Century Companies, an estimated $1.15M added.
- The largest Bar Harbor Bankshares seller in Q1 2024 was Punch & Associates Investment Management, an estimated $4.04M sold.
Based on aggregated 13F filings for Q1 2024.