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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

173 hedge funds and large institutions have $1.25B invested in Boston Private Financial Holdings, Inc. in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $971M → $1.25B (+$279M)

11% more funds holding

Funds holding: 156173 (+17)

19% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 63

Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
4.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
51
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$15.1M -$1.03M -71,400 -7%
ICOM
27
Investment Counselors of Maryland
Maryland
$15.1M
Norges Bank
28
Norges Bank
Norway
$15.1M +$1.9M +131,423 +17%
BNP Paribas Asset Management
29
BNP Paribas Asset Management
France
$12.8M +$1.7M +117,340 +18%
MCM
30
Maltese Capital Management
New York
$12.7M -$2.21M -152,600 -17%
GIP
31
Granite Investment Partners
California
$11.8M -$319K -22,029 -3%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$10.6M +$260K +17,940 +3%
Principal Financial Group
33
Principal Financial Group
Iowa
$10.4M +$94.1K +6,498 +1%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$10.2M -$2.02M -139,240 -18%
Charles Schwab
35
Charles Schwab
California
$7.62M +$489K +33,749 +8%
BIM
36
BlackRock Investment Management
Delaware
$7.41M +$1.04M +71,662 +19%
Prudential Financial
37
Prudential Financial
New Jersey
$7.04M -$1.73M -119,760 -22%
NIM
38
Northeast Investment Management
Massachusetts
$6.83M -$7.96K -550 -0.1%
TCIM
39
TIAA CREF Investment Management
New York
$5.57M -$275K -18,978 -5%
AQR Capital Management
40
AQR Capital Management
Connecticut
$5.16M +$2.28M +157,791 +103%
Morgan Stanley
41
Morgan Stanley
New York
$4.87M +$2.26M +155,928 +113%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$4.79M -$59.4K -4,100 -1%
JP Morgan Chase
43
JP Morgan Chase
New York
$4.28M +$1.83M +126,072 +95%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$4.09M -$12.5M -861,530 -78%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$3.91M -$68K -4,700 -2%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$3.8M +$1.06M +73,164 +41%
Deutsche Bank
47
Deutsche Bank
Germany
$3.59M -$376K -25,962 -11%
Citigroup
48
Citigroup
New York
$3.43M +$1.99M +137,467 +197%
First Trust Advisors
49
First Trust Advisors
Illinois
$3.42M -$2.57M -177,832 -46%
BG
50
BlackRock Group
United Kingdom
$3.33M +$873K +60,277 +43%

BPFH Hedge Fund Activity: Q4 2016 in Review

173 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2016, worth a combined $1.25B — up 29% from $971M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BPFH positions and 10 closed out — a net gain of 20 holders — while 51 added to existing stakes and 63 trimmed.

The largest buyer was Capital World Investors, adding an estimated $12.6M. The largest seller was Perkins Investment Management, cutting an estimated $17.6M.

  • 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2016, up from 156 in Q3 2016.
  • Funds reported $1.25B of Boston Private Financial Holdings, Inc. stock for Q4 2016, up 29% quarter-over-quarter.
  • 30 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2016 and 10 closed out, a net change of +20 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2016 was Capital World Investors, an estimated $12.6M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2016 was Perkins Investment Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2016.