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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

169 hedge funds and large institutions have $1.25B invested in Boston Private Financial Holdings, Inc. in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

3% more funds holding

Funds holding: 164169 (+5)

5% more capital invested

Capital invested by funds: $1.19B → $1.25B (+$59.2M)

61% less call options, than puts

Call options by funds: $179K | Put options by funds: $458K

Holders
169
Holders Change
+5
Holders Change %
+3.05%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
57
Reduced
50
Closed
11
Calls
$179K
Puts
$458K
Net Calls
-$279K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
XK
101
Xact Kapitalforvaltning
Sweden
$388K
MSA
102
Mason Street Advisors
Wisconsin
$387K +$15.5K +944 +4%
MERSOM
103
Municipal Employees' Retirement System of Michigan
Michigan
$377K -$163K -9,920 -29%
Two Sigma Investments
104
Two Sigma Investments
New York
$367K -$582K -35,382 -61%
Holocene Advisors
105
Holocene Advisors
New York
$322K +$128K +7,757 +62%
SB
106
Suntrust Banks
Georgia
$315K +$107K +6,517 +49%
SFI
107
Susquehanna Fundamental Investments
Pennsylvania
$313K +$324K +19,699 New
PIA
108
Piedmont Investment Advisors
North Carolina
$312K +$26.3K +1,599 +9%
GHCM
109
Glen Harbor Capital Management
California
$309K
CAM
110
ClariVest Asset Management
California
$307K
OAM
111
Oppenheimer Asset Management
New York
$298K +$70.9K +4,311 +30%
COPPSERS
112
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$283K +$293K +17,815 New
Citigroup
113
Citigroup
New York
$278K +$13.4K +813 +5%
TRCT
114
Tower Research Capital (TRC)
New York
$275K +$283K +17,205 +17,205%
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
$272K -$26.7K -1,625 -9%
CIBC World Market
116
CIBC World Market
Ontario, Canada
$264K +$13.3K +808 +5%
VRS
117
Virginia Retirement Systems
Virginia
$258K
SG Americas Securities
118
SG Americas Securities
New York
$255K +$263K +16,008 New
MCIM
119
Meadow Creek Investment Management
Georgia
$254K
O
120
OppenheimerFunds
New York
$248K -$17.3K -1,051 -6%
Walleye Trading
121
Walleye Trading
New York
$247K
PA
122
Profund Advisors
Maryland
$243K +$2.06K +125 +0.8%
CGH
123
Crossmark Global Holdings
Texas
$241K
SW
124
SVB Wealth
Massachusetts
$225K +$233K +14,159 New
ProShare Advisors
125
ProShare Advisors
Maryland
$218K +$6.99K +425 +3%

BPFH Hedge Fund Activity: Q2 2018 in Review

169 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2018, worth a combined $1.25B — up 5% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BPFH positions and 11 closed out — a net gain of 5 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.8M. The largest seller was American Century Companies, cutting an estimated $8.41M.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2018, up from 164 in Q1 2018.
  • Funds reported $1.25B of Boston Private Financial Holdings, Inc. stock for Q2 2018, up 5% quarter-over-quarter.
  • 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2018 and 11 closed out, a net change of +5 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2018 was Fidelity Investments, an estimated $10.8M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2018 was American Century Companies, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2018.