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Bar Harbor Bankshares
BHB

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: 125 → 131 (+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

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$1.75M
2
TCOV
Trust Company of Vermont
Vermont
+$1.11M
3
Goldman Sachs
Goldman Sachs
New York
+$1.01M
4
JP Morgan Chase
JP Morgan Chase
New York
+$995K
5
Millennium Management
Millennium Management
New York
+$952K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.74M
2
M&T Bank
M&T Bank
New York
-$1.1M
3
EBT
Enterprise Bank & Trust
Massachusetts
-$678K
4
Jane Street
Jane Street
New York
-$366K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$344K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
126
Versant Capital Management
Arizona
$2.2K +$2.38K +72 New
SAM
127
Smartleaf Asset Management
Massachusetts
$1.39K – – –
GM
128
GeoWealth Management
Illinois
$1.07K +$628 +19 +119%
US Bancorp
129
US Bancorp
Minnesota
$1.01K – – –
S
130
SignatureFD
Georgia
$979 +$1.06K +32 New
Jane Street
131
Jane Street
New York
– -$366K -11,861 Closed
SPA
132
Sherbrooke Park Advisers
New York
– -$316K -10,248 Closed
VOYA Investment Management
133
VOYA Investment Management
Georgia
– -$203K -6,586 Closed
GWSG
134
GPS Wealth Strategies Group
Colorado
– -$7.96K -258 Closed
AAP
135
Arax Advisory Partners
Colorado
– -$2.84K -92 Closed
CPA
136
Capital Performance Advisors
California
– -$1.51K -49 Closed
Simplex Trading
137
Simplex Trading
Illinois
– -$1K -39 Closed
RTC
138
Riverview Trust Company
Washington
– -$833 -27 Closed
C
139
Covestor
United Kingdom
– -$165 -5 -38%
RIL
140
Rothschild Investment LLC
Illinois
– -$154 -5 Closed
2 3 4 5
6

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.