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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
Public Employees Retirement Association of Colorado
101
Public Employees Retirement Association of Colorado
Colorado
$419K
SOADOR
102
State of Alaska Department of Revenue
Alaska
$393K +$756 +50 +0.2%
MSA
103
Mason Street Advisors
Wisconsin
$352K +$8.27K +547 +3%
O
104
OppenheimerFunds
New York
$321K -$8.09K -535 -3%
PIA
105
Piedmont Investment Advisors
North Carolina
$303K +$1.86K +123 +0.7%
GT
106
Glenmede Trust
Pennsylvania
$297K +$242K +15,997 +800%
CGH
107
Crossmark Global Holdings
Texas
$293K +$268K +17,720 New
CAM
108
ClariVest Asset Management
California
$287K -$182K -12,030 -41%
UBS Group
109
UBS Group
Switzerland
$285K +$144K +9,548 +125%
GC
110
Guggenheim Capital
Illinois
$266K -$1.21M -80,193 -83%
SB
111
Suntrust Banks
Georgia
$265K -$25.6K -1,696 -10%
GHCM
112
Glen Harbor Capital Management
California
$245K +$54.5K +3,604 +32%
TSS
113
Two Sigma Securities
New York
$240K +$219K +14,502 New
ECM
114
Everence Capital Management
Indiana
$234K +$214K +14,160 New
PA
115
Profund Advisors
Maryland
$207K -$30.7K -2,032 -14%
Squarepoint
116
Squarepoint
New York
$207K +$189K +12,535 New
N
117
Natixis
France
$203K +$185K +12,247 New
MCIM
118
Meadow Creek Investment Management
Georgia
$202K +$44.9K +2,968 +32%
AA
119
Ancora Advisors
Ohio
$197K
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$191K -$102K -6,765 -37%
AB
121
Amalgamated Bank
New York
$186K -$2.51K -166 -1%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$172K
Wolverine Trading
123
Wolverine Trading
Illinois
$167K +$152K +10,074 New
BOS
124
Bingham Osborn & Scarborough
California
$166K +$30 +2 +0%
EP
125
Elkfork Partners
Oregon
$159K +$35.2K +2,332 +32%

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.