Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bar Hbr Bankshares (BHB)

165 + Investors. Track Smart Money conviction in BHB. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — BHB

Based on 165 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BHB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
165 hedge funds hold BHB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

82 buying54 selling
Last quarter: 82 funds were net buyers (29 opened a brand new position + 53 added to an existing one). Only 54 were sellers (34 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 21 → 25 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 22% medium 27% new
85 out of 165 hedge funds have held BHB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

18 → 13 → 21 → 25 → 29 new funds/Q
New funds entering each quarter: 13 → 21 → 25 → 29. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 50% veterans vs 32% newcomers

50% veterans 18% 1-2yr 32% new
Entry-cohort mix of 165 holders: 83 (50%) are 2+ year veterans, 30 entered 1–2 years ago, and 52 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
38 of 165 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in BHB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BHB

In 2026 Q1, 82 hedge funds were net buyers of BHB (29 opened a new position, 53 added to an existing one), while 54 reduced or exited (34 trimmed, 20 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in BHB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 165.

Hedge Fund Ownership: BHB

How many hedge funds hold BHB — quarterly history vs. share price
Quarterly hedge fund ownership of BHB vs. share price

Market Analysis: BHB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BHB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Bar Hbr Bankshares (BHB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BHB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
BHB
+12.1%
XLF
+8.5%

BHB outperformed XLF by +3.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
BHB
+7.1%
XLF
+4.8%

Since the filing became public, BHB outperformed XLF by +2.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: BHB
165 + Investors

Track Smart Money conviction in BHB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 165 156 5.77%
13F Shares 10M 9M 2.44%
Total Value $303M $291M 4.0%
New Positions 29 25 +4
Increased Positions 53 50 +3
Closed Positions 20 12 +8
Reduced Positions 34 48 -14
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BHB

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Institutional Holders (2026 Q1)

165 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BHB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BHB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Elizabeth Park Capital Advisors, Ltd. 1.94% 77,623 $2.5M
2 J.M. Arbour, LLC 0.78% 25,101 $815K
3 Bar Harbor Wealth Management 0.76% 400,931 $13.0M
4 Coston, McIsaac & Partners 0.55% 75,289 $2.4M
5 Private Capital Management, LLC 0.39% 121,220 $3.9M
6 North Star Investment Management Corp. 0.29% 145,580 $4.7M
7 Carl P. Sherr & Co., LLC 0.28% 18,119 $588K
8 Financial Planning Hawaii, Inc. 0.25% 12,880 $418K
9 Odyssean, LLC 0.23% 19,123 $621K
10 RBF Capital, LLC 0.23% 133,270 $4.3M
11 Silverlake Wealth Management LLC 0.21% 30,609 $993K
12 Polaris Capital Management, LLC 0.19% 70,000 $2.3M
13 Brendel Financial Advisors LLC 0.16% 9,963 $323K
14 Westhampton Capital, LLC 0.13% 8,575 $278K
15 De Lisle Partners LLP 0.13% 32,738 $1.1M
16 First Bancorp, Inc /ME/ 0.12% 7,347 $238K
17 Naples Global Advisors, LLC 0.09% 37,373 $1.2M
18 Hager Investment Management Services, LLC 0.09% 4,925 $160K
19 Wellington Shields Capital Management, LLC 0.08% 16,875 $548K
20 Bridgeway Capital Management, LLC 0.08% 118,076 $3.8M
21 Community Financial Services Group, LLC 0.07% 11,344 $373K
22 Means Investment CO., INC. 0.05% 16,802 $545K
23 Inspire Investing, LLC 0.04% 15,769 $512K
24 Plante Moran Financial Advisors, LLC 0.04% 19,692 $639K
25 Moors & Cabot, Inc. 0.04% 28,815 $935K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bar Hbr Bankshares (BHB)

What does the Smart Money Trend signal show for BHB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BHB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BHB?

More buyers than sellers — 60% buying: Last quarter: 82 funds were net buyers (29 opened a brand new position + 53 added to an existing one). Only 54 were sellers (34 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BHB holders?

Elite ownership — 40% AUM from top-100 funds: 38 of 165 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in BHB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BHB?

52% of holders stayed for 2+ years: 85 out of 165 hedge funds have held BHB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Bar Hbr Bankshares (BHB) following the 2026 Q1 hedge fund 13F filings?

As of today, BHB has moved +7.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +2.3%. Since the quarter end (March 31, 2026), BHB has gained +12.1% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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