Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
169 hedge funds and large institutions have $548M invested in Boston Private Financial Holdings, Inc. in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 22 closing their positions.
4% less funds holding
Funds holding: 176 → 169 (-7)
11% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 63
27% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 22
41% less capital invested
Capital invested by funds: $935M → $548M (-$387M)
96% less call options, than puts
Call options by funds: $90K | Put options by funds: $2.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$5.42M |
| 2 |
KIM
Kestrel Investment Management
San Mateo,
California
|
+$5.36M |
| 3 |
Select Equity Group
New York
|
+$3.25M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.12M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$18.6M |
| 2 |
Millennium Management
New York
|
-$9.07M |
| 3 |
BlackRock
New York
|
-$2.22M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$2.03M |
| 5 |
MCM
Maltese Capital Management
New York
|
-$1.88M |
BPFH Hedge Fund Activity: Q1 2020 in Review
169 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2020, worth a combined $548M — down 41% from $935M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of BPFH and 16 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 56 added.
The largest buyer was Investment Counselors of Maryland, adding an estimated $5.42M. The largest seller was Aberdeen Group, exiting entirely with an estimated $18.6M sold.
- 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2020, down from 176 in Q4 2019.
- Funds reported $548M of Boston Private Financial Holdings, Inc. stock for Q1 2020, down 41% quarter-over-quarter.
- 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2020 and 22 closed out, a net change of -6 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q1 2020 was Investment Counselors of Maryland, an estimated $5.42M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q1 2020 was Aberdeen Group, an estimated $18.6M sold.
Based on aggregated 13F filings for Q1 2020.