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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

164 hedge funds and large institutions have $1.19B invested in Boston Private Financial Holdings, Inc. in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 55

0% less capital invested

Capital invested by funds: $1.19B → $1.19B (-$998K)

1% less funds holding

Funds holding: 165164 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

53% less call options, than puts

Call options by funds: $257K | Put options by funds: $550K

Holders
164
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
64
Reduced
55
Closed
17
Calls
$257K
Puts
$550K
Net Calls
-$293K
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
101
Man Group
United Kingdom
$307K +$309K +20,392 New
GHCM
102
Glen Harbor Capital Management
California
$292K +$18.1K +1,190 +7%
CAM
103
ClariVest Asset Management
California
$290K +$29.5K +1,946 +11%
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$282K -$152K -10,022 -35%
PIA
105
Piedmont Investment Advisors
North Carolina
$271K +$10.6K +696 +4%
UBS Group
106
UBS Group
Switzerland
$271K +$106K +6,989 +64%
GCM
107
Gator Capital Management
Florida
$271K +$273K +18,000 New
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$254K +$256K +16,895 New
Citigroup
109
Citigroup
New York
$252K +$219K +14,429 +634%
O
110
OppenheimerFunds
New York
$250K -$36.9K -2,436 -13%
VRS
111
Virginia Retirement Systems
Virginia
$244K +$246K +16,200 New
MCIM
112
Meadow Creek Investment Management
Georgia
$241K +$14.9K +980 +7%
CIBC World Market
113
CIBC World Market
Ontario, Canada
$238K +$240K +15,805 New
Two Sigma Advisers
114
Two Sigma Advisers
New York
$235K +$47K +3,100 +25%
Walleye Trading
115
Walleye Trading
New York
$233K +$235K +15,507 New
CGH
116
Crossmark Global Holdings
Texas
$228K -$41.7K -2,750 -15%
PA
117
Profund Advisors
Maryland
$228K +$30.5K +2,010 +15%
OAM
118
Oppenheimer Asset Management
New York
$217K +$219K +14,427 New
ECM
119
Everence Capital Management
Indiana
$213K
CC
120
Cipher Capital
New York
$202K -$24.3K -1,601 -11%
ProShare Advisors
121
ProShare Advisors
Maryland
$200K -$25.3K -1,669 -11%
SB
122
Suntrust Banks
Georgia
$200K -$8.02K -529 -4%
EP
123
Elkfork Partners
Oregon
$189K +$11.7K +770 +7%
USAA
124
United Services Automobile Association
Texas
$189K +$191K +12,591 New
Holocene Advisors
125
Holocene Advisors
New York
$188K +$190K +12,514 New

BPFH Hedge Fund Activity: Q1 2018 in Review

164 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2018, worth a combined $1.19B — down 0.08% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BPFH and 16 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 64 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $24.5M. The largest seller was Victory Capital Management, exiting entirely with an estimated $9.92M sold.

  • 164 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2018, down from 165 in Q4 2017.
  • Funds reported $1.19B of Boston Private Financial Holdings, Inc. stock for Q1 2018, down 0.08% quarter-over-quarter.
  • 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2018 and 17 closed out, a net change of -1 holder.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2018 was Cramer Rosenthal McGlynn, an estimated $24.5M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2018 was Victory Capital Management, an estimated $9.92M sold.

Based on aggregated 13F filings for Q1 2018.