We are live on ! Find out more
BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

BPFH was delisted on the 30th of June, 2021.

156 hedge funds and large institutions have $971M invested in Boston Private Financial Holdings, Inc. in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 68 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 47

4% more capital invested

Capital invested by funds: $931M → $971M (+$40.6M)

10% less funds holding

Funds holding: 173156 (-17)

62% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 26

Holders
156
Holders Change
-17
Holders Change %
-9.83%
% of All Funds
4.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
68
Reduced
47
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
26
Mendon Capital Advisors
Florida
$12.3M +$27.2K +2,192 +0.2%
MCM
27
Maltese Capital Management
New York
$11.8M +$156K +12,600 +1%
ICOM
28
Investment Counselors of Maryland
Maryland
$11.7M -$1.76M -142,440 -14%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$9.67M +$3.28M +264,660 +54%
Norges Bank
30
Norges Bank
Norway
$9.54M
GIP
31
Granite Investment Partners
California
$9.46M +$1.98M +159,455 +28%
BNP Paribas Asset Management
32
BNP Paribas Asset Management
France
$8.4M +$993K +80,144 +14%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$7.99M +$140K +11,306 +2%
Principal Financial Group
34
Principal Financial Group
Iowa
$7.98M +$249K +20,101 +3%
Prudential Financial
35
Prudential Financial
New Jersey
$7M -$1.66M -134,310 -20%
WMSA
36
Weiss Multi-Strategy Advisers
New York
$5.75M -$4.35M -351,456 -44%
Charles Schwab
37
Charles Schwab
California
$5.48M +$610K +49,250 +13%
NIM
38
Northeast Investment Management
Massachusetts
$5.3M
First Trust Advisors
39
First Trust Advisors
Illinois
$4.93M +$2.74M +221,292 +136%
BIM
40
BlackRock Investment Management
Delaware
$4.82M -$5.33K -430 -0.1%
Invesco
41
Invesco
Georgia
$3.95M -$2.95M -238,416 -44%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$3.76M -$79.3K -6,400 -2%
Deutsche Bank
43
Deutsche Bank
Germany
$3.11M -$4.58M -369,263 -60%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$3.1M -$70.6K -5,700 -2%
CS
45
Credit Suisse
Switzerland
$3.05M -$1.25M -100,529 -30%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$2.57M -$302K -24,340 -11%
Victory Capital Management
47
Victory Capital Management
Texas
$2.54M +$2.35M +189,583 +2,162%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$2.31M -$312K -25,172 -12%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$2.22M +$19.8K +1,600 +0.9%
CC
50
Cipher Capital
New York
$2.14M +$564K +45,493 +38%

BPFH Hedge Fund Activity: Q3 2016 in Review

156 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2016, worth a combined $971M — up 4.4% from $931M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BPFH and 10 opened new positions — a net loss of 16 holders — while 47 trimmed existing stakes and 68 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $6.58M. The largest seller was Macquarie Group, cutting an estimated $36.7M.

  • 156 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2016, down from 173 in Q2 2016.
  • Funds reported $971M of Boston Private Financial Holdings, Inc. stock for Q3 2016, up 4.4% quarter-over-quarter.
  • 10 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2016 and 26 closed out, a net change of -16 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $6.58M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2016 was Macquarie Group, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2016.