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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 $861M invested in Boston Private Financial Holdings, Inc. in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

1% less funds holding

Funds holding: 157156 (-1)

3% less capital invested

Capital invested by funds: $885M → $861M (-$23.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
59
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
126
Mason Street Advisors
Wisconsin
$153K +$13.6K +1,170 +10%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$152K +$32.2K +2,766 +26%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$149K -$105K -9,000 -41%
BWM
129
Baystate Wealth Management
Massachusetts
$137K -$11.6K -1,000 -8%
WSFS
130
Wilmington Savings Fund Society
Delaware
$128K
PI
131
PineBridge Investments
New York
$128K +$6.54K +562 +5%
CCM
132
Coldstream Capital Management
Washington
$124K +$127K +10,950 New
BOS
133
Bingham Osborn & Scarborough
California
$118K +$23 +2 +0%
SEI Investments
134
SEI Investments
Pennsylvania
$115K +$1.12K +96 +1%
Neuberger Berman Group
135
Neuberger Berman Group
New York
$113K -$1.28K -110 -1%
UBS Group
136
UBS Group
Switzerland
$106K -$587K -50,512 -84%
Canada Life
137
Canada Life
Manitoba, Canada
$106K
US Bancorp
138
US Bancorp
Minnesota
$97K -$14.6K -1,253 -13%
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$87K -$29.6K -2,545 -25%
Victory Capital Management
140
Victory Capital Management
Texas
$78K -$2.85K -245 -3%
CGT
141
Capital Guardian Trust
California
$68K
BlackRock
142
BlackRock
New York
$33K +$11.8K +1,015 +54%
LIA
143
LS Investment Advisors
Michigan
$30K
VCM
144
Versant Capital Management
Arizona
$30K +$30.8K +2,650 New
Bessemer Group
145
Bessemer Group
New Jersey
$27K +$4.19K +360 +18%
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$23K +$13.6K +1,166 +126%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$22K +$10.4K +892 +85%
CHP
148
Cable Hill Partners
Oregon
$12K +$11.6K +1,000 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$11K +$105 +9 +1%
IPC
150
Independent Portfolio Consultants
Florida
$9K

BPFH Hedge Fund Activity: Q4 2015 in Review

156 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2015, worth a combined $861M — down 2.7% from $885M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BPFH positions and 19 closed out — a net gain of 2 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Millennium Management, adding an estimated $28.4M. The largest seller was State Street, cutting an estimated $21.3M.

  • 156 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2015, down from 157 in Q3 2015.
  • Funds reported $861M of Boston Private Financial Holdings, Inc. stock for Q4 2015, down 2.7% quarter-over-quarter.
  • 21 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2015 and 19 closed out, a net change of +2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2015 was Millennium Management, an estimated $28.4M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2015 was State Street, an estimated $21.3M sold.

Based on aggregated 13F filings for Q4 2015.