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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
SCM
51
Signia Capital Management
Washington
$2.34M -$43.8K -2,824 -2%
CC
52
Cipher Capital
New York
$2.28M -$291K -18,776 -11%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$2.28M -$127K -8,200 -5%
TA
54
Teachers Advisors
New York
$2.27M +$20.4K +1,317 +0.9%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$2.27M -$210K -13,577 -8%
Bank of America
56
Bank of America
North Carolina
$2.17M -$803K -51,796 -27%
PPA
57
Parametric Portfolio Associates
Washington
$2.14M -$608K -39,234 -22%
Swiss National Bank
58
Swiss National Bank
Switzerland
$2.14M
CS
59
Credit Suisse
Switzerland
$2.13M -$482K -31,096 -18%
JP Morgan Chase
60
JP Morgan Chase
New York
$1.99M -$582K -37,542 -22%
Canada Life
61
Canada Life
Manitoba, Canada
$1.88M +$51.9K +3,350 +3%
AllianceBernstein
62
AllianceBernstein
Tennessee
$1.85M -$169K -10,900 -8%
JCP
63
Jabre Capital Partners
Switzerland
$1.53M -$1.01M -65,390 -40%
GC
64
Guggenheim Capital
Illinois
$1.48M +$1.13M +72,984 +314%
Wells Fargo
65
Wells Fargo
California
$1.4M +$111K +7,153 +9%
IGIM
66
I.G. Investment Management
Manitoba, Canada
$1.35M
Comerica Bank
67
Comerica Bank
Texas
$1.34M -$74.7K -4,822 -5%
Citigroup
68
Citigroup
New York
$1.24M +$119K +7,675 +10%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$1.22M
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$1.19M
Wellington Management Group
71
Wellington Management Group
Massachusetts
$1.12M +$627K +40,460 +125%
NFA
72
Nationwide Fund Advisors
Ohio
$1.09M +$6.15K +397 +0.6%
Los Angeles Capital Management
73
Los Angeles Capital Management
California
$1.07M -$166K -10,739 -13%
BWP
74
Baldwin Wealth Partners
Massachusetts
$1.05M
Citadel Advisors
75
Citadel Advisors
Florida
$1.01M +$282K +18,197 +38%

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.