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Bar Harbor Bankshares

83 hedge funds and large institutions have $195M invested in Bar Harbor Bankshares in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 39.5%41.21% (+1.7%)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more funds holding

Funds holding: 8383 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

3% less capital invested

Capital invested by funds: $201M → $195M (-$5.81M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
83
Holders Change
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
29
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$23.8M +$932K +30,940 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.3M +$1.06M +35,079 +7%
BHTS
3
Bar Harbor Trust Services
Maine
$15.1M +$35.7K +1,186 +0.2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15M +$1.43M +47,441 +11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.9M -$857K -28,454 -6%
State Street
6
State Street
Massachusetts
$8.56M +$1.34M +44,622 +19%
Franklin Resources
7
Franklin Resources
California
$8.54M -$680K -22,550 -8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$8.42M +$1.05M +34,813 +15%
PAIM
9
Punch & Associates Investment Management
Minnesota
$8.11M +$2.24M +74,385 +39%
Renaissance Technologies
10
Renaissance Technologies
New York
$7.93M -$488K -16,200 -6%
Northern Trust
11
Northern Trust
Illinois
$5.64M +$354K +11,736 +7%
BHWM
12
Bar Harbor Wealth Management
New Hampshire
$5.02M +$536K +17,774 +12%
RC
13
RBF Capital
California
$4.22M
CYG
14
Clean Yield Group
Vermont
$4.04M -$43.1K -1,430 -1%
PSUF
15
People's United Financial
Connecticut
$3.96M -$346K -11,475 -8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$3.66M +$245K +8,142 +7%
LSV Asset Management
17
LSV Asset Management
Illinois
$3.39M -$864K -28,666 -21%
BFC
18
Banc Funds Company
Illinois
$2.87M
FP
19
Foundry Partners
Minnesota
$2.8M +$890K +29,538 +48%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.77M +$417K +13,840 +18%
Deutsche Bank
21
Deutsche Bank
Germany
$2.01M +$392K +12,999 +25%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.7M -$17.3K -575 -1%
Bank of America
23
Bank of America
North Carolina
$1.61M -$74.1K -2,459 -4%
Morgan Stanley
24
Morgan Stanley
New York
$1.55M -$254K -8,421 -14%
First Manhattan
25
First Manhattan
New York
$1.5M +$904K +30,000 +160%

BHB Hedge Fund Activity: Q2 2017 in Review

83 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q2 2017, worth a combined $195M — down 2.9% from $201M a quarter earlier.

Fund positioning in BHB was balanced in Q2 2017: 8 funds opened new positions, 8 closed out, 29 added to existing stakes and 28 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $2.24M. The largest seller was Bridgeway Capital Management, cutting an estimated $1.26M.

  • 83 institutional investors held Bar Harbor Bankshares (BHB) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $195M of Bar Harbor Bankshares stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 8 funds opened new Bar Harbor Bankshares positions in Q2 2017 and 8 closed out, a net change of 0 holders.
  • The largest Bar Harbor Bankshares buyer in Q2 2017 was Punch & Associates Investment Management, an estimated $2.24M added.
  • The largest Bar Harbor Bankshares seller in Q2 2017 was Bridgeway Capital Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q2 2017.