We are live on ! Find out more
BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

160 hedge funds and large institutions have $1.18B invested in Boston Private Financial Holdings, Inc. in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 59

6% less funds holding

Funds holding: 170160 (-10)

7% less capital invested

Capital invested by funds: $1.26B → $1.18B (-$85M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $309K

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
62
Reduced
59
Closed
19
Calls
Puts
$309K
Net Calls
-$309K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Heartland Advisors
Wisconsin
$10.2M -$1.82M -117,242 -15%
Principal Financial Group
27
Principal Financial Group
Iowa
$10.1M +$61.1K +3,939 +0.6%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$9.68M +$200K +12,880 +2%
BNP Paribas Asset Management
29
BNP Paribas Asset Management
France
$9.32M +$164K +10,563 +2%
GIP
30
Granite Investment Partners
California
$8.36M +$220K +14,175 +3%
Invesco
31
Invesco
Georgia
$7.4M -$277K -17,880 -4%
Charles Schwab
32
Charles Schwab
California
$7.34M -$185K -11,910 -2%
Renaissance Technologies
33
Renaissance Technologies
New York
$7.16M -$2.94M -189,700 -29%
NIM
34
Northeast Investment Management
Massachusetts
$6.34M
MCM
35
Maltese Capital Management
New York
$5.98M -$1.43M -92,342 -19%
PFC
36
Phocas Financial Corp
California
$4.8M +$216K +13,961 +5%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$4.27M -$74.4K -4,800 -2%
TCIM
38
TIAA CREF Investment Management
New York
$3.97M -$1.05M -67,865 -21%
AQR Capital Management
39
AQR Capital Management
Connecticut
$3.64M -$1.93M -124,796 -34%
Deutsche Bank
40
Deutsche Bank
Germany
$3.64M +$1.24M +80,109 +51%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$3.47M -$157K -10,100 -4%
First Trust Advisors
42
First Trust Advisors
Illinois
$3.03M -$133K -8,564 -4%
PI
43
PineBridge Investments
New York
$2.95M -$25.5K -1,644 -0.8%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.82M -$175K -11,316 -6%
Morgan Stanley
45
Morgan Stanley
New York
$2.74M -$549K -35,412 -17%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$2.64M -$879K -56,703 -25%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$2.64M -$2.84K -183 -0.1%
Prudential Financial
48
Prudential Financial
New Jersey
$2.54M -$119K -7,680 -4%
Legal & General Group
49
Legal & General Group
United Kingdom
$2.5M +$216K +13,912 +9%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$2.42M +$104K +6,699 +4%

BPFH Hedge Fund Activity: Q2 2017 in Review

160 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2017, worth a combined $1.18B — down 6.7% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BPFH and 11 opened new positions — a net loss of 8 holders — while 59 trimmed existing stakes and 62 added.

The largest buyer was American Century Companies, adding an estimated $4.44M. The largest seller was Thompson Siegel & Walmsley, cutting an estimated $3.02M.

  • 160 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2017, down from 170 in Q1 2017.
  • Funds reported $1.18B of Boston Private Financial Holdings, Inc. stock for Q2 2017, down 6.7% quarter-over-quarter.
  • 11 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2017 and 19 closed out, a net change of -8 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2017 was American Century Companies, an estimated $4.44M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2017 was Thompson Siegel & Walmsley, an estimated $3.02M sold.

Based on aggregated 13F filings for Q2 2017.