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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
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$2.58M +$112K +7,430 +5%
SCM
52
Signia Capital Management
Washington
$2.57M +$40K +2,649 +2%
Wellington Management Group
53
Wellington Management Group
Massachusetts
$2.43M +$1.12M +73,875 +102%
JP Morgan Chase
54
JP Morgan Chase
New York
$2.42M +$252K +16,682 +13%
TA
55
Teachers Advisors
New York
$2.42M -$35K -2,319 -2%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.31M
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$2.2M -$224K -14,849 -10%
Wells Fargo
58
Wells Fargo
California
$2.06M +$508K +33,640 +37%
AllianceBernstein
59
AllianceBernstein
Tennessee
$2M
First Trust Advisors
60
First Trust Advisors
Illinois
$1.97M -$1.18M -78,321 -40%
Canada Life
61
Canada Life
Manitoba, Canada
$1.89M -$122K -8,094 -7%
Citadel Advisors
62
Citadel Advisors
Florida
$1.71M +$563K +37,261 +57%
IGIM
63
I.G. Investment Management
Manitoba, Canada
$1.46M
Comerica Bank
64
Comerica Bank
Texas
$1.4M +$10.4K +686 +0.8%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$1.28M
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$1.24M -$71.3K -4,718 -6%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$1.2M +$162K +10,725 +17%
NFA
68
Nationwide Fund Advisors
Ohio
$1.16M -$7.56K -500 -0.7%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$1.16M
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$1.13M +$41.3K +2,731 +4%
SC
71
Scotia Capital
Ontario, Canada
$1.12M +$111K +7,339 +12%
BWP
72
Baldwin Wealth Partners
Massachusetts
$1.1M -$22.7K -1,500 -2%
SEI Investments
73
SEI Investments
Pennsylvania
$1.1M +$43.2K +2,861 +5%
AIG
74
American International Group
New York
$1.09M +$54.1K +3,579 +6%
ZIG
75
Zurich Insurance Group
Switzerland
$1.06M

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.