Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
176 hedge funds and large institutions have $395M invested in Boston Private Financial Holdings, Inc. in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 17 closing their positions.
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
34% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 53
4% more funds holding
Funds holding: 169 → 176 (+7)
23% less capital invested
Capital invested by funds: $514M → $395M (-$118M)
84% less call options, than puts
Call options by funds: $7K | Put options by funds: $45K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jacobs Asset Management
New York
|
+$4.47M |
| 2 |
D.E. Shaw & Co
New York
|
+$2.55M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.73M |
| 5 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.4M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$13.6M |
| 3 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$9.53M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.39M |
| 5 |
Millennium Management
New York
|
-$2.07M |
BPFH Hedge Fund Activity: Q3 2020 in Review
176 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2020, worth a combined $395M — down 23% from $514M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BPFH positions and 17 closed out — a net gain of 8 holders — while 71 added to existing stakes and 53 trimmed.
The largest buyer was Jacobs Asset Management, opening a new position worth an estimated $4.47M. The largest seller was Fidelity Investments, cutting an estimated $15.4M.
- 176 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2020, up from 169 in Q2 2020.
- Funds reported $395M of Boston Private Financial Holdings, Inc. stock for Q3 2020, down 23% quarter-over-quarter.
- 25 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2020 and 17 closed out, a net change of +8 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q3 2020 was Jacobs Asset Management, an estimated $4.47M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q3 2020 was Fidelity Investments, an estimated $15.4M sold.
Based on aggregated 13F filings for Q3 2020.