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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 $971M invested in Boston Private Financial Holdings, Inc. in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 68 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 47

4% more capital invested

Capital invested by funds: $931M → $971M (+$40.6M)

10% less funds holding

Funds holding: 173156 (-17)

62% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 26

Holders
156
Holders Change
-17
Holders Change %
-9.83%
% of All Funds
4.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
68
Reduced
47
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
76
Baldwin Wealth Partners
Massachusetts
$939K +$797K +64,312 +725%
Citigroup
77
Citigroup
New York
$893K +$303K +24,417 +54%
Bank of America
78
Bank of America
North Carolina
$885K -$117K -9,409 -12%
Arrowstreet Capital
79
Arrowstreet Capital
Massachusetts
$882K +$852K +68,760 New
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$865K
TPSF
81
Texas Permanent School Fund
Texas
$815K +$1.66K +134 +0.2%
Wells Fargo
82
Wells Fargo
California
$813K +$595 +48 +0.1%
SCM
83
Signia Capital Management
Washington
$802K -$2.61K -211 -0.3%
AIG
84
American International Group
New York
$785K +$458 +37 +0.1%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$780K
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$752K -$7.47K -603 -1%
Public Sector Pension Investment Board (PSP Investments)
87
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$739K
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$733K +$3.32K +268 +0.5%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$712K +$9.39K +758 +1%
CIBC World Market
90
CIBC World Market
Ontario, Canada
$649K +$32.2K +2,595 +5%
EVM
91
Eaton Vance Management
Massachusetts
$637K -$39.8K -3,209 -6%
UBS AM
92
UBS AM
Illinois
$634K
PAM
93
Panagora Asset Management
Massachusetts
$620K -$47.1K -3,803 -7%
IIM
94
Ironwood Investment Management
Massachusetts
$615K -$130K -10,482 -18%
ASRS
95
Arizona State Retirement System
Arizona
$553K
BA
96
BlackRock Advisors
Delaware
$545K +$34.3K +2,768 +7%
LSERS
97
Louisiana State Employees Retirement System
Louisiana
$473K +$2.48K +200 +0.5%
ACA
98
Anchor Capital Advisors
Massachusetts
$463K +$104K +8,390 +30%
AG
99
Aperio Group
California
$454K +$39.8K +3,211 +10%
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$421K

BPFH Hedge Fund Activity: Q3 2016 in Review

156 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2016, worth a combined $971M — up 4.4% from $931M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BPFH and 10 opened new positions — a net loss of 16 holders — while 47 trimmed existing stakes and 68 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $6.58M. The largest seller was Macquarie Group, cutting an estimated $36.7M.

  • 156 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2016, down from 173 in Q2 2016.
  • Funds reported $971M of Boston Private Financial Holdings, Inc. stock for Q3 2016, up 4.4% quarter-over-quarter.
  • 10 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2016 and 26 closed out, a net change of -16 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $6.58M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2016 was Macquarie Group, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2016.