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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
TF
101
Tompkins Financial
New York
$50.5K
HPC
102
HM Payson & Co
Maine
$48.9K
Osaic Holdings
103
Osaic Holdings
Arizona
$48.2K -$33 -1 -0.1%
CYG
104
Clean Yield Group
Vermont
$45.9K
AIP
105
Ameritas Investment Partners
Nebraska
$44.8K
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$39.2K
IA
107
IFP Advisors
Florida
$34.4K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$25K -$3.14K -95 -10%
B
109
Birchbrook
Maine
$21.4K
EB
110
Eastern Bank
Massachusetts
$21.3K
MPWT
111
MassMutual Private Wealth & Trust
Connecticut
$20.2K +$6.35K +192 +41%
MWA
112
Medallion Wealth Advisors
Connecticut
$18.2K +$19.7K +595 New
QCG
113
Quadrant Capital Group
Ohio
$17.1K
AB
114
Amalgamated Bank
New York
$16K
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$15K
SCM
116
Sterling Capital Management
North Carolina
$14.6K +$14.1K +426 +804%
RA
117
Rise Advisors
New York
$14K +$132 +4 +0.9%
LC
118
Lindbrook Capital
California
$13.3K -$33 -1 -0.2%
1IA
119
1620 Investment Advisors
Massachusetts
$8.26K +$8.93K +270 New
Jones Financial Companies
120
Jones Financial Companies
Missouri
$6.88K +$7.44K +225 New
RS
121
R Squared
Hong Kong
$5.63K +$6.08K +184 New
MWM
122
Mascoma Wealth Management
New Hampshire
$4.19K
AF
123
Allworth Financial
California
$3.7K +$2.05K +62 +105%
HNB
124
Huntington National Bank
Ohio
$3.03K
GI
125
GAMMA Investing
California
$2.94K +$1.59K +48 +100%

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.