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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

173 hedge funds and large institutions have $931M invested in Boston Private Financial Holdings, Inc. in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

8% more funds holding

Funds holding: 160173 (+13)

6% more capital invested

Capital invested by funds: $876M → $931M (+$54.7M)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
55
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
126
Airain Ltd
Guernsey
$215K +$219K +18,210 New
SEI Investments
127
SEI Investments
Pennsylvania
$210K +$76.7K +6,369 +55%
CAM
128
ClariVest Asset Management
California
$204K
ANTB
129
AMG National Trust Bank
Colorado
$192K -$9.4K -781 -5%
MSA
130
Mason Street Advisors
Wisconsin
$191K +$16.5K +1,373 +9%
CSS
131
Cubist Systematic Strategies
Connecticut
$191K +$195K +16,238 New
SSG
132
Summit Securities Group
New York
$181K +$42.5K +3,529 +30%
GCIA
133
Gabelli & Co Investment Advisers
New York
$177K
QSS
134
Quantitative Systematic Strategies
Florida
$167K +$17.4K +1,443 +11%
Barclays
135
Barclays
United Kingdom
$167K +$128K +10,594 +298%
O
136
OppenheimerFunds
New York
$159K -$265 -22 -0.2%
ProShare Advisors
137
ProShare Advisors
Maryland
$151K -$16.7K -1,386 -10%
SCM
138
Stevens Capital Management
Pennsylvania
$148K +$151K +12,534 New
SG Americas Securities
139
SG Americas Securities
New York
$139K +$142K +11,774 New
SG
140
Societe Generale
$139K +$142K +11,774 New
SCI
141
S&CO Inc
Massachusetts
$139K +$142K +11,827 New
Teacher Retirement System of Texas
142
Teacher Retirement System of Texas
Texas
$138K +$17.1K +1,417 +14%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$135K -$9.76K -811 -7%
WSFS
144
Wilmington Savings Fund Society
Delaware
$133K
PI
145
PineBridge Investments
New York
$120K
BWM
146
Baystate Wealth Management
Massachusetts
$119K -$12K -1,000 -9%
BOS
147
Bingham Osborn & Scarborough
California
$118K -$3.74K -311 -3%
Neuberger Berman Group
148
Neuberger Berman Group
New York
$118K
BWP
149
Baldwin Wealth Partners
Massachusetts
$104K +$12.9K +1,070 +14%
UBS Group
150
UBS Group
Switzerland
$103K -$6.62K -550 -6%

BPFH Hedge Fund Activity: Q2 2016 in Review

173 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2016, worth a combined $931M — up 6.2% from $876M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BPFH positions and 10 closed out — a net gain of 14 holders — while 55 added to existing stakes and 63 trimmed.

The largest buyer was Macquarie Group, adding an estimated $36.3M. The largest seller was Endeavour Capital Advisors, cutting an estimated $10.2M.

  • 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2016, up from 160 in Q1 2016.
  • Funds reported $931M of Boston Private Financial Holdings, Inc. stock for Q2 2016, up 6.2% quarter-over-quarter.
  • 24 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2016 and 10 closed out, a net change of +14 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2016 was Macquarie Group, an estimated $36.3M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2016 was Endeavour Capital Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2016.