Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
157 hedge funds and large institutions have $885M invested in Boston Private Financial Holdings, Inc. in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 18 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 51
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 163 → 157 (-6)
9% less capital invested
Capital invested by funds: $976M → $885M (-$91.1M)
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $729K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$11.1M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$11M |
| 3 |
NIM
Northeast Investment Management
Boston,
Massachusetts
|
+$5.13M |
| 4 |
AH
Achievement Holdings
Chicago,
Illinois
|
+$4.35M |
| 5 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.81M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$8.67M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$3.82M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.06M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.86M |
BPFH Hedge Fund Activity: Q3 2015 in Review
157 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2015, worth a combined $885M — down 9.3% from $976M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of BPFH and 13 opened new positions — a net loss of 5 holders — while 51 trimmed existing stakes and 69 added.
The largest buyer was Thompson Siegel & Walmsley, adding an estimated $11.1M. The largest seller was Wellington Management Group, cutting an estimated $8.81M.
- 157 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2015, down from 163 in Q2 2015.
- Funds reported $885M of Boston Private Financial Holdings, Inc. stock for Q3 2015, down 9.3% quarter-over-quarter.
- 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2015 and 18 closed out, a net change of -5 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q3 2015 was Thompson Siegel & Walmsley, an estimated $11.1M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q3 2015 was Wellington Management Group, an estimated $8.81M sold.
Based on aggregated 13F filings for Q3 2015.