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Bar Harbor Bankshares

65 hedge funds and large institutions have $82.8M invested in Bar Harbor Bankshares in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

8% more capital invested

Capital invested by funds: $76.7M → $82.8M (+$6.13M)

1.25% more ownership

Funds ownership: 61.68%62.93% (+1.3%)

0% more funds holding

Funds holding: 6565 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
65
Holders Change
Holders Change %
0%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
22
Reduced
18
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
$10.5M +$1.01M +46,500 +11%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.78M +$29.6K +1,358 +0.4%
Franklin Resources
3
Franklin Resources
California
$7.31M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.67M +$29.3K +1,344 +0.5%
BFA
5
BlackRock Fund Advisors
California
$5.12M -$107K -4,904 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$4.65M +$327K +15,000 +8%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.43M +$4.66K +214 +0.1%
LSV Asset Management
8
LSV Asset Management
Illinois
$4.07M -$93.1K -4,275 -2%
CYG
9
Clean Yield Group
Vermont
$3.18M -$160K -7,347 -5%
Renaissance Technologies
10
Renaissance Technologies
New York
$3.03M -$52.2K -2,400 -2%
BCM
11
Bridgeway Capital Management
Texas
$2.42M
State Street
12
State Street
Massachusetts
$2.41M +$301K +13,812 +15%
Northern Trust
13
Northern Trust
Illinois
$2.24M +$6.66K +306 +0.3%
BIT
14
BlackRock Institutional Trust
California
$1.81M -$17.2K -789 -1%
BFC
15
Banc Funds Company
Illinois
$1.38M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.21M -$32K -1,470 -3%
HPC
17
HM Payson & Co
Maine
$1.12M +$857K +39,375 +357%
FP
18
Foundry Partners
Minnesota
$1.02M +$33.5K +1,537 +3%
MDCM
19
Morgan Dempsey Capital Management
Wisconsin
$938K -$9.53K -438 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$842K +$6.53K +300 +0.8%
BIM
21
BlackRock Investment Management
Delaware
$783K +$11.7K +539 +2%
TCIM
22
TIAA CREF Investment Management
New York
$679K -$19.8K -908 -3%
Morgan Stanley
23
Morgan Stanley
New York
$673K -$92.2K -4,238 -12%
KCM
24
Kennedy Capital Management
Missouri
$624K -$3.05K -140 -0.5%
Deutsche Bank
25
Deutsche Bank
Germany
$544K -$122K -5,592 -18%

BHB Hedge Fund Activity: Q1 2016 in Review

65 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q1 2016, worth a combined $82.8M — up 8% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BHB positions and 4 closed out — a net gain of 1 holder — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Bar Harbor Trust Services, adding an estimated $1.01M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $424K sold.

  • 65 institutional investors held Bar Harbor Bankshares (BHB) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $82.8M of Bar Harbor Bankshares stock for Q1 2016, up 8% quarter-over-quarter.
  • 5 funds opened new Bar Harbor Bankshares positions in Q1 2016 and 4 closed out, a net change of +1 holder.
  • The largest Bar Harbor Bankshares buyer in Q1 2016 was Bar Harbor Trust Services, an estimated $1.01M added.
  • The largest Bar Harbor Bankshares seller in Q1 2016 was Guggenheim Capital, an estimated $424K sold.

Based on aggregated 13F filings for Q1 2016.