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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

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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: 173 → 156 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$6.58M
2
AAM
Aberdeen Asset Management
United Kingdom
+$6.42M
3
PIM
Perkins Investment Management
Illinois
+$5.77M
4
HA
Heartland Advisors
Wisconsin
+$4.85M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.28M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$36.7M
2
Millennium Management
Millennium Management
New York
-$9.21M
3
TSW
Thompson Siegel & Walmsley
Virginia
-$6.85M
4
ECA
Endeavour Capital Advisors
Connecticut
-$5.22M
5
FAM
Fred Alger Management
New York
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
101
Scotia Capital
Ontario, Canada
$419K +$83.7K +6,752 +26%
CIM
102
CIM Investment Management
Pennsylvania
$416K +$15.4K +1,240 +4%
Wellington Management Group
103
Wellington Management Group
Massachusetts
$402K – – –
SEI Investments
104
SEI Investments
Pennsylvania
$344K +$110K +8,884 +50%
Public Employees Retirement Association of Colorado
105
Public Employees Retirement Association of Colorado
Colorado
$325K – – –
PTC
106
Philadelphia Trust Company
Pennsylvania
$322K -$45.2K -3,650 -13%
JHIU
107
Janus Henderson Investors US
Colorado
$322K – – –
CAM
108
Capstone Asset Management
Texas
$318K -$8.05K -650 -3%
AA
109
Ancora Advisors
Ohio
$304K – – –
CGH
110
Crossmark Global Holdings
Texas
$293K +$220K +17,720 New
BlackRock
111
BlackRock
New York
$289K +$8.77K +708 +3%
SB
112
Suntrust Banks
Georgia
$286K +$2.49K +201 +0.9%
EA
113
Emerald Acquisition
Washington
$271K -$1.32M -106,878 -84%
EM
114
ELCO Management
New York
$270K +$261K +21,035 New
PAM
115
Princeton Alpha Management
New Jersey
$258K +$249K +20,131 New
BCM
116
Bridgeway Capital Management
Texas
$257K – – –
TC
117
TFS Capital
Pennsylvania
$241K +$232K +18,760 New
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$238K +$867 +70 +0.4%
PA
119
Profund Advisors
Maryland
$220K -$118K -9,536 -36%
MSA
120
Mason Street Advisors
Wisconsin
$220K +$11.9K +960 +6%
ANTB
121
AMG National Trust Bank
Colorado
$214K +$4.73K +382 +2%
CAM
122
ClariVest Asset Management
California
$209K -$12.9K -1,042 -6%
O
123
OppenheimerFunds
New York
$170K -$3.33K -269 -2%
GCIA
124
Gabelli & Co Investment Advisers
New York
$167K -$24.8K -2,000 -13%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$162K -$163K -13,153 -51%
3 4
5
6 7

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.