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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

165 hedge funds and large institutions have $1.19B invested in Boston Private Financial Holdings, Inc. in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

6% more funds holding

Funds holding: 156165 (+9)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$78.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $541K

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
66
Reduced
52
Closed
10
Calls
Puts
$541K
Net Calls
-$541K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$9.92M -$3.14M -196,873 -23%
GI
27
GAMCO Investors
Connecticut
$9.79M -$3.12M -195,700 -24%
Principal Financial Group
28
Principal Financial Group
Iowa
$9.74M -$291K -18,231 -3%
GIP
29
Granite Investment Partners
California
$9.62M +$709K +44,468 +8%
Charles Schwab
30
Charles Schwab
California
$9.02M +$679K +42,595 +8%
MCA
31
Mendon Capital Advisors
Florida
$7.72M
Invesco
32
Invesco
Georgia
$6.85M -$520K -32,592 -7%
NIM
33
Northeast Investment Management
Massachusetts
$6.32M -$30.5K -1,910 -0.5%
MCM
34
Maltese Capital Management
New York
$5.93M -$97.7K -6,128 -2%
Morgan Stanley
35
Morgan Stanley
New York
$5.57M +$1.43M +89,765 +33%
Deutsche Bank
36
Deutsche Bank
Germany
$4.86M -$4.01M -251,252 -44%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$4.23M -$22.3K -1,400 -0.5%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$3.68M +$212K +13,280 +6%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.38M -$296K -18,528 -8%
JP Morgan Chase
40
JP Morgan Chase
New York
$3.38M +$1.15M +71,946 +49%
Prudential Financial
41
Prudential Financial
New Jersey
$3.16M +$159K +10,000 +5%
TCIM
42
TIAA CREF Investment Management
New York
$3.14M -$220K -13,805 -6%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.08M +$390K +24,462 +14%
PI
44
PineBridge Investments
New York
$2.77M -$215K -13,481 -7%
PPA
45
Parametric Portfolio Associates
Washington
$2.65M +$112K +7,035 +4%
Legal & General Group
46
Legal & General Group
United Kingdom
$2.53M +$23.9K +1,501 +0.9%
Bank of America
47
Bank of America
North Carolina
$2.46M -$86.2K -5,406 -3%
SCM
48
Signia Capital Management
Washington
$2.37M -$21.6K -1,356 -0.9%
Wells Fargo
49
Wells Fargo
California
$2.32M +$406K +25,460 +20%
First Trust Advisors
50
First Trust Advisors
Illinois
$2.32M +$494K +30,968 +26%

BPFH Hedge Fund Activity: Q4 2017 in Review

165 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2017, worth a combined $1.19B — down 6.2% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BPFH positions and 10 closed out — a net gain of 11 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $9.17M. The largest seller was Fidelity Investments, cutting an estimated $10.2M.

  • 165 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2017, up from 156 in Q3 2017.
  • Funds reported $1.19B of Boston Private Financial Holdings, Inc. stock for Q4 2017, down 6.2% quarter-over-quarter.
  • 21 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2017 and 10 closed out, a net change of +11 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2017 was BlackRock, an estimated $9.17M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2017 was Fidelity Investments, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2017.