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Bar Harbor Bankshares

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: 125131 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
EBT
51
Enterprise Bank & Trust
Massachusetts
$564K -$678K -20,500 -53%
Creative Planning
52
Creative Planning
Kansas
$557K +$179K +5,418 +42%
UBS Group
53
UBS Group
Switzerland
$519K +$188K +5,683 +50%
WSCM
54
Wellington Shields Capital Management
New York
$516K
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$495K +$1.39K +42 +0.3%
CWM
56
Congress Wealth Management
Massachusetts
$471K +$246K +7,445 +94%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$468K +$506K +15,303 New
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$444K
HF
59
HRT Financial
New York
$444K +$158K +4,774 +49%
JWCA
60
J.W. Cole Advisors
Florida
$438K
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$435K -$4.63K -140 -1%
Citigroup
62
Citigroup
New York
$401K +$52K +1,573 +14%
Legal & General Group
63
Legal & General Group
United Kingdom
$382K
BFA
64
Brendel Financial Advisors
New Hampshire
$364K
AllianceBernstein
65
AllianceBernstein
Tennessee
$346K -$12.2K -370 -3%
SG Americas Securities
66
SG Americas Securities
New York
$345K +$59.1K +1,788 +19%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$345K -$694 -21 -0.2%
SO
68
STRS Ohio
Ohio
$339K
AG
69
Algert Global
California
$327K +$45.7K +1,383 +15%
DADC
70
D.A. Davidson & Co
Montana
$306K -$3.9K -118 -1%
PCG
71
Prosperity Consulting Group
Maryland
$300K -$14.5K -437 -4%
Deutsche Bank
72
Deutsche Bank
Germany
$298K +$116K +3,507 +56%
AWA
73
Arete Wealth Advisors
Illinois
$294K -$529 -16 -0.2%
MIM
74
MetLife Investment Management
New Jersey
$271K
Mirae Asset Global ETFs Holdings
75
Mirae Asset Global ETFs Holdings
Hong Kong
$262K +$12.6K +380 +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.