Bar Harbor Bankshares
BHB
93 hedge funds and large institutions have $213M invested in Bar Harbor Bankshares in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 22 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 29
4.15% more ownership
Funds ownership: 49.24% → 53.39% (+4.1%)
10% less capital invested
Capital invested by funds: $238M → $213M (-$24.3M)
13% less funds holding
Funds holding: 107 → 93 (-14)
59% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$1.46M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$1.05M |
| 3 |
State Street
Boston,
Massachusetts
|
+$901K |
| 4 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
+$612K |
| 5 |
BFA
Brendel Financial Advisors
Hanover,
New Hampshire
|
+$420K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.31M |
| 2 |
First Manhattan
New York
|
-$889K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$685K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$479K |
| 5 |
Two Sigma Investments
New York
|
-$385K |
BHB Hedge Fund Activity: Q1 2023 in Review
93 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q1 2023, worth a combined $213M — down 10% from $238M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of BHB and 9 opened new positions — a net loss of 13 holders — while 29 trimmed existing stakes and 33 added.
The largest buyer was Boston Partners, adding an estimated $1.46M. The largest seller was BlackRock, cutting an estimated $1.31M.
- 93 institutional investors held Bar Harbor Bankshares (BHB) as of Q1 2023, down from 107 in Q4 2022.
- Funds reported $213M of Bar Harbor Bankshares stock for Q1 2023, down 10% quarter-over-quarter.
- 9 funds opened new Bar Harbor Bankshares positions in Q1 2023 and 22 closed out, a net change of -13 holders.
- The largest Bar Harbor Bankshares buyer in Q1 2023 was Boston Partners, an estimated $1.46M added.
- The largest Bar Harbor Bankshares seller in Q1 2023 was BlackRock, an estimated $1.31M sold.
Based on aggregated 13F filings for Q1 2023.