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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

156 hedge funds and large institutions have $1.27B invested in Boston Private Financial Holdings, Inc. in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

8% more capital invested

Capital invested by funds: $1.18B → $1.27B (+$96.3M)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

3% less funds holding

Funds holding: 160156 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $710K

Holders
156
Holders Change
-4
Holders Change %
-2.5%
% of All Funds
3.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
61
Reduced
50
Closed
13
Calls
Puts
$710K
Net Calls
-$710K
Net Calls Change
-$401K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$11.3M +$761K +50,351 +8%
BNP Paribas Asset Management
27
BNP Paribas Asset Management
France
$11M +$906K +59,925 +10%
Principal Financial Group
28
Principal Financial Group
Iowa
$10.7M -$102K -6,750 -1%
GIP
29
Granite Investment Partners
California
$9.57M +$513K +33,915 +6%
Deutsche Bank
30
Deutsche Bank
Germany
$9.37M +$4.97M +328,631 +138%
Charles Schwab
31
Charles Schwab
California
$8.96M +$960K +63,490 +13%
MCA
32
Mendon Capital Advisors
Florida
$8.28M -$6.39M -422,986 -46%
Invesco
33
Invesco
Georgia
$7.88M -$91.9K -6,083 -1%
NIM
34
Northeast Investment Management
Massachusetts
$6.81M -$23.1K -1,530 -0.4%
MCM
35
Maltese Capital Management
New York
$6.45M
Renaissance Technologies
36
Renaissance Technologies
New York
$5.63M -$1.9M -126,000 -27%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$4.55M -$48.4K -3,200 -1%
Morgan Stanley
38
Morgan Stanley
New York
$4.47M +$1.39M +91,730 +51%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.93M +$809K +53,537 +29%
AQR Capital Management
40
AQR Capital Management
Connecticut
$3.87M -$54.9K -3,631 -2%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$3.72M -$13.2K -874 -0.4%
TCIM
42
TIAA CREF Investment Management
New York
$3.59M -$624K -41,281 -16%
Prudential Financial
43
Prudential Financial
New Jersey
$3.22M +$435K +28,810 +17%
PI
44
PineBridge Investments
New York
$3.19M +$4.75K +314 +0.2%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$2.89M +$41.4K +2,740 +2%
Bank of America
46
Bank of America
North Carolina
$2.73M +$354K +23,406 +17%
PPA
47
Parametric Portfolio Associates
Washington
$2.73M +$382K +25,249 +18%
CS
48
Credit Suisse
Switzerland
$2.73M +$394K +26,060 +19%
Legal & General Group
49
Legal & General Group
United Kingdom
$2.69M -$801 -53 -0%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$2.62M

BPFH Hedge Fund Activity: Q3 2017 in Review

156 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2017, worth a combined $1.27B — up 8.2% from $1.18B a quarter earlier.

Fund positioning in BPFH was balanced in Q3 2017: 13 funds opened new positions, 13 closed out, 61 added to existing stakes and 50 trimmed.

The largest buyer was Macquarie Group, adding an estimated $6.87M. The largest seller was Mendon Capital Advisors, cutting an estimated $6.39M.

  • 156 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2017, down from 160 in Q2 2017.
  • Funds reported $1.27B of Boston Private Financial Holdings, Inc. stock for Q3 2017, up 8.2% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2017 and 13 closed out, a net change of 0 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2017 was Macquarie Group, an estimated $6.87M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2017 was Mendon Capital Advisors, an estimated $6.39M sold.

Based on aggregated 13F filings for Q3 2017.