Burke & Herbert Financial Services Corp
BHRB
108 hedge funds and large institutions have $304M invested in Burke & Herbert Financial Services Corp in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 13 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 26
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
29% more capital invested
Capital invested by funds: $237M → $304M (+$67.6M)
3% more funds holding
Funds holding: 105 → 108 (+3)
2.11% more ownership
Funds ownership: 31.28% → 33.39% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$5.52M |
| 2 |
BlackRock
New York
|
+$4.36M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$4.36M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.56M |
| 5 |
Morgan Stanley
New York
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHBT
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
-$2.84M |
| 2 |
Renaissance Technologies
New York
|
-$2.83M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$2.51M |
| 4 |
YIH
Y-Intercept (HK)
Hong Kong
|
-$1.61M |
| 5 |
AFA
AA Financial Advisors
Columbus,
Ohio
|
-$1.59M |
BHRB Hedge Fund Activity: Q3 2024 in Review
108 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Burke & Herbert Financial Services Corp (BHRB) for Q3 2024, worth a combined $304M — up 29% from $237M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BHRB positions and 13 closed out — a net gain of 4 holders — while 39 added to existing stakes and 26 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $5.52M. The largest seller was Burke & Herbert Bank & Trust, cutting an estimated $2.84M.
- 108 institutional investors held Burke & Herbert Financial Services Corp (BHRB) as of Q3 2024, up from 105 in Q2 2024.
- Funds reported $304M of Burke & Herbert Financial Services Corp stock for Q3 2024, up 29% quarter-over-quarter.
- 17 funds opened new Burke & Herbert Financial Services Corp positions in Q3 2024 and 13 closed out, a net change of +4 holders.
- The largest Burke & Herbert Financial Services Corp buyer in Q3 2024 was Fourthstone LLC, an estimated $5.52M added.
- The largest Burke & Herbert Financial Services Corp seller in Q3 2024 was Burke & Herbert Bank & Trust, an estimated $2.84M sold.
Based on aggregated 13F filings for Q3 2024.