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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

161 hedge funds and large institutions have $1.09B invested in Boston Private Financial Holdings, Inc. in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

5% less funds holding

Funds holding: 169161 (-8)

13% less capital invested

Capital invested by funds: $1.25B → $1.09B (-$159M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18K

Holders
161
Holders Change
-8
Holders Change %
-4.73%
% of All Funds
3.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
55
Reduced
56
Closed
20
Calls
Puts
$18K
Net Calls
-$18K
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$331K -$16.1K -1,100 -4%
OAM
102
Oppenheimer Asset Management
New York
$310K +$57.8K +3,955 +21%
GHCM
103
Glen Harbor Capital Management
California
$295K +$32.3K +2,210 +11%
O
104
OppenheimerFunds
New York
$282K +$73.9K +5,054 +32%
SSA
105
Schonfeld Strategic Advisors
New York
$280K +$300K +20,500 New
COPPSERS
106
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$276K +$34.7K +2,373 +13%
PIA
107
Piedmont Investment Advisors
North Carolina
$266K -$2.24K -153 -0.8%
CAM
108
ClariVest Asset Management
California
$263K -$497 -34 -0.2%
MCIM
109
Meadow Creek Investment Management
Georgia
$243K +$26.6K +1,820 +11%
AWCI
110
Alpine Woods Capital Investors
New York
$232K +$248K +17,000 New
CIBC World Market
111
CIBC World Market
Ontario, Canada
$229K +$2.86K +196 +1%
RJA
112
Raymond James & Associates
Florida
$227K +$243K +16,625 New
PAM
113
Panagora Asset Management
Massachusetts
$216K -$3.06M -209,361 -93%
CGH
114
Crossmark Global Holdings
Texas
$207K
EP
115
Elkfork Partners
Oregon
$191K +$20.9K +1,430 +11%
PA
116
Profund Advisors
Maryland
$188K -$21.2K -1,452 -10%
SW
117
SVB Wealth
Massachusetts
$186K -$7.31K -500 -4%
USAA
118
United Services Automobile Association
Texas
$172K
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$172K +$24.1K +1,646 +15%
ProShare Advisors
120
ProShare Advisors
Maryland
$168K -$20K -1,368 -10%
AB
121
Amalgamated Bank
New York
$166K -$511 -35 -0.3%
CIBC Asset Management
122
CIBC Asset Management
Ontario, Canada
$154K
RCM
123
Riverhead Capital Management
Delaware
$154K +$16.1K +1,100 +11%
ECM
124
Everence Capital Management
Indiana
$147K
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$140K -$357K -24,421 -70%

BPFH Hedge Fund Activity: Q3 2018 in Review

161 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2018, worth a combined $1.09B — down 13% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BPFH and 13 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 55 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $18.7M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $9.74M sold.

  • 161 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2018, down from 169 in Q2 2018.
  • Funds reported $1.09B of Boston Private Financial Holdings, Inc. stock for Q3 2018, down 13% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2018 and 20 closed out, a net change of -7 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2018 was Cramer Rosenthal McGlynn, an estimated $18.7M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2018 was Granite Investment Partners, an estimated $9.74M sold.

Based on aggregated 13F filings for Q3 2018.