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Bar Harbor Bankshares

55 hedge funds and large institutions have $56.5M invested in Bar Harbor Bankshares in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

0.13% more ownership

Funds ownership: 92.56%92.69% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $58.8M → $56.5M (-$2.33M)

2% less funds holding

Funds holding: 5655 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
19
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHTS
1
Bar Harbor Trust Services
Maine
$6.76M -$117K -6,867 -2%
Franklin Resources
2
Franklin Resources
California
$5.96M
BFC
3
Banc Funds Company
Illinois
$4.33M -$344K -20,250 -7%
BFA
4
BlackRock Fund Advisors
California
$4.2M +$33.6K +1,976 +0.8%
KCM
5
Kennedy Capital Management
Missouri
$4.08M -$112K -6,591 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.06M +$119K +6,988 +3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.9M +$27.7K +1,632 +1%
LSV Asset Management
8
LSV Asset Management
Illinois
$2.69M -$26.7K -1,573 -1%
Northern Trust
9
Northern Trust
Illinois
$2.08M -$173K -10,204 -8%
State Street
10
State Street
Massachusetts
$2.06M +$41.8K +2,460 +2%
BIT
11
BlackRock Institutional Trust
California
$1.71M -$19.2K -1,129 -1%
FP
12
Foundry Partners
Minnesota
$1.44M -$36.2K -2,127 -2%
MDCM
13
Morgan Dempsey Capital Management
Wisconsin
$1.25M +$311K +18,277 +33%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.08M -$8.99K -529 -0.8%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.08M +$88K +5,175 +9%
BCM
16
Bridgeway Capital Management
Texas
$1.02M
Fidelity Investments
17
Fidelity Investments
Massachusetts
$959K
MCM
18
Maltese Capital Management
New York
$896K +$894K +52,596 New
SRC
19
Shufro Rose & Co
New York
$771K -$95.6K -5,625 -11%
TCIM
20
TIAA CREF Investment Management
New York
$718K
Bank of New York Mellon
21
Bank of New York Mellon
New York
$716K +$13.9K +819 +2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$687K +$46.3K +2,725 +7%
BIM
23
BlackRock Investment Management
Delaware
$533K +$17.1K +1,006 +3%
Morgan Stanley
24
Morgan Stanley
New York
$500K +$25.9K +1,521 +5%
EVC
25
Eidelman Virant Capital
Missouri
$391K

BHB Hedge Fund Activity: Q1 2014 in Review

55 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q1 2014, worth a combined $56.5M — down 4% from $58.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BHB and 3 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 19 added.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $894K. The largest seller was Banc Funds Company, cutting an estimated $344K.

  • 55 institutional investors held Bar Harbor Bankshares (BHB) as of Q1 2014, down from 56 in Q4 2013.
  • Funds reported $56.5M of Bar Harbor Bankshares stock for Q1 2014, down 4% quarter-over-quarter.
  • 3 funds opened new Bar Harbor Bankshares positions in Q1 2014 and 4 closed out, a net change of -1 holder.
  • The largest Bar Harbor Bankshares buyer in Q1 2014 was Maltese Capital Management, an estimated $894K added.
  • The largest Bar Harbor Bankshares seller in Q1 2014 was Banc Funds Company, an estimated $344K sold.

Based on aggregated 13F filings for Q1 2014.