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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

BPFH was delisted on the 30th of June, 2021.

170 hedge funds and large institutions have $1.26B invested in Boston Private Financial Holdings, Inc. in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

1% more capital invested

Capital invested by funds: $1.25B → $1.26B (+$10.9M)

6% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 63

2% less funds holding

Funds holding: 173170 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $362K

Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
4.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
63
Closed
18
Calls
Puts
$362K
Net Calls
-$362K
Net Calls Change
-$362K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$1.2M -$2.23M -133,738 -65%
NFA
77
Nationwide Fund Advisors
Ohio
$1.16M -$63.5K -3,815 -5%
BWP
78
Baldwin Wealth Partners
Massachusetts
$1.12M -$84K -5,046 -7%
SEI Investments
79
SEI Investments
Pennsylvania
$1.03M -$46.7K -2,808 -4%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02M +$755K +45,341 +264%
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$1.01M
SAM
82
Shell Asset Management
Netherlands
$997K -$70.8K -4,255 -7%
TPSF
83
Texas Permanent School Fund
Texas
$996K +$1.5K +90 +0.1%
Public Sector Pension Investment Board (PSP Investments)
84
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$988K +$43.3K +2,600 +5%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$946K +$15.2K +913 +2%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$937K
SC
87
Scotia Capital
Ontario, Canada
$875K +$231K +13,882 +35%
VRS
88
Virginia Retirement Systems
Virginia
$853K +$456K +27,400 +111%
AIG
89
American International Group
New York
$808K -$182K -10,909 -18%
Citadel Advisors
90
Citadel Advisors
Florida
$780K +$591K +35,510 +295%
EVM
91
Eaton Vance Management
Massachusetts
$724K -$91.5K -5,500 -11%
ASRS
92
Arizona State Retirement System
Arizona
$717K +$15K +900 +2%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$681K -$454K -27,300 -40%
IIM
94
Ironwood Investment Management
Massachusetts
$652K -$57.3K -3,442 -8%
AG
95
Aperio Group
California
$646K +$21.5K +1,290 +3%
PAM
96
Princeton Alpha Management
New Jersey
$612K -$262K -15,715 -30%
CIC
97
Cornercap Investment Counsel
Georgia
$580K +$589K +35,370 New
VOYA Investment Management
98
VOYA Investment Management
Georgia
$570K
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$561K +$13.3K +800 +2%
CIM
100
CIM Investment Management
Pennsylvania
$532K

BPFH Hedge Fund Activity: Q1 2017 in Review

170 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2017, worth a combined $1.26B — up 0.87% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BPFH positions and 18 closed out — a net gain of 4 holders — while 59 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $170M. The largest seller was Invesco, cutting an estimated $6.99M.

  • 170 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2017, down from 173 in Q4 2016.
  • Funds reported $1.26B of Boston Private Financial Holdings, Inc. stock for Q1 2017, up 0.87% quarter-over-quarter.
  • 22 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2017 and 18 closed out, a net change of +4 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2017 was BlackRock, an estimated $170M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2017 was Invesco, an estimated $6.99M sold.

Based on aggregated 13F filings for Q1 2017.