Burke & Herbert Financial Services Corp
BHRB
119 hedge funds and large institutions have $324M invested in Burke & Herbert Financial Services Corp in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 6 closing their positions.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
36% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 28
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
10% more funds holding
Funds holding: 108 → 119 (+11)
6% more capital invested
Capital invested by funds: $304M → $324M (+$19.5M)
1.31% more ownership
Funds ownership: 33.39% → 34.69% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$3.72M |
| 2 |
JP Morgan Chase
New York
|
+$2.05M |
| 3 |
BlackRock
New York
|
+$2.03M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.48M |
| 5 |
Goldman Sachs
New York
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.93M |
| 2 |
Jane Street
New York
|
-$1.14M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$987K |
| 4 |
RA
Royce & Associates
New York
|
-$871K |
| 5 |
Millennium Management
New York
|
-$587K |
BHRB Hedge Fund Activity: Q4 2024 in Review
119 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Burke & Herbert Financial Services Corp (BHRB) for Q4 2024, worth a combined $324M — up 6.4% from $304M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BHRB positions and 6 closed out — a net gain of 13 holders — while 38 added to existing stakes and 28 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $3.72M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $1.93M sold.
- 119 institutional investors held Burke & Herbert Financial Services Corp (BHRB) as of Q4 2024, up from 108 in Q3 2024.
- Funds reported $324M of Burke & Herbert Financial Services Corp stock for Q4 2024, up 6.4% quarter-over-quarter.
- 19 funds opened new Burke & Herbert Financial Services Corp positions in Q4 2024 and 6 closed out, a net change of +13 holders.
- The largest Burke & Herbert Financial Services Corp buyer in Q4 2024 was Fourthstone LLC, an estimated $3.72M added.
- The largest Burke & Herbert Financial Services Corp seller in Q4 2024 was Kestra Advisory Services, an estimated $1.93M sold.
Based on aggregated 13F filings for Q4 2024.