Burke & Herbert Financial Services Corp
BHRB
105 hedge funds and large institutions have $237M invested in Burke & Herbert Financial Services Corp in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 36 increasing their positions, 5 reducing their positions, and 3 closing their positions.
1,700% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 3
620% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 5
125% more capital invested
Capital invested by funds: $105M → $237M (+$132M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
94% more funds holding
Funds holding: 54 → 105 (+51)
6.03% more ownership
Funds ownership: 25.25% → 31.28% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$24.4M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$18.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.8M |
| 4 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$15.7M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$7.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$414K |
| 2 |
AIG
American International Group
New York
|
-$178K |
| 3 |
JP Morgan Chase
New York
|
-$80.9K |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
-$31.7K |
| 5 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
|
-$20.2K |
BHRB Hedge Fund Activity: Q2 2024 in Review
105 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Burke & Herbert Financial Services Corp (BHRB) for Q2 2024, worth a combined $237M — up 125% from $105M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new BHRB positions and 3 closed out — a net gain of 51 holders — while 36 added to existing stakes and 5 trimmed.
The largest buyer was BlackRock, adding an estimated $24.4M. The largest seller was Mariner, cutting an estimated $414K.
- 105 institutional investors held Burke & Herbert Financial Services Corp (BHRB) as of Q2 2024, up from 54 in Q1 2024.
- Funds reported $237M of Burke & Herbert Financial Services Corp stock for Q2 2024, up 125% quarter-over-quarter.
- 54 funds opened new Burke & Herbert Financial Services Corp positions in Q2 2024 and 3 closed out, a net change of +51 holders.
- The largest Burke & Herbert Financial Services Corp buyer in Q2 2024 was BlackRock, an estimated $24.4M added.
- The largest Burke & Herbert Financial Services Corp seller in Q2 2024 was Mariner, an estimated $414K sold.
Based on aggregated 13F filings for Q2 2024.