Bar Harbor Bankshares
BHB
90 hedge funds and large institutions have $200M invested in Bar Harbor Bankshares in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 10 closing their positions.
0.29% more ownership
Funds ownership: 53.39% → 53.68% (+0.29%)
6% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 31
3% less funds holding
Funds holding: 93 → 90 (-3)
6% less capital invested
Capital invested by funds: $213M → $200M (-$13.2M)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$740K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$570K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$548K |
| 4 |
BlackRock
New York
|
+$473K |
| 5 |
Millennium Management
New York
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIC
Means Investment Company
Bangor,
Maine
|
-$919K |
| 2 |
BFA
Brendel Financial Advisors
Hanover,
New Hampshire
|
-$375K |
| 3 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
-$341K |
| 4 |
Franklin Resources
San Mateo,
California
|
-$235K |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$220K |
BHB Hedge Fund Activity: Q2 2023 in Review
90 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q2 2023, worth a combined $200M — down 6.2% from $213M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BHB and 7 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 29 added.
The largest buyer was Empowered Funds, opening a new position worth an estimated $740K. The largest seller was Means Investment Company, cutting an estimated $919K.
- 90 institutional investors held Bar Harbor Bankshares (BHB) as of Q2 2023, down from 93 in Q1 2023.
- Funds reported $200M of Bar Harbor Bankshares stock for Q2 2023, down 6.2% quarter-over-quarter.
- 7 funds opened new Bar Harbor Bankshares positions in Q2 2023 and 10 closed out, a net change of -3 holders.
- The largest Bar Harbor Bankshares buyer in Q2 2023 was Empowered Funds, an estimated $740K added.
- The largest Bar Harbor Bankshares seller in Q2 2023 was Means Investment Company, an estimated $919K sold.
Based on aggregated 13F filings for Q2 2023.