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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 $971M invested in Boston Private Financial Holdings, Inc. in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 68 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 47

4% more capital invested

Capital invested by funds: $931M → $971M (+$40.6M)

10% less funds holding

Funds holding: 173156 (-17)

62% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 26

Holders
156
Holders Change
-17
Holders Change %
-9.83%
% of All Funds
4.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
68
Reduced
47
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$148K
WSFS
127
Wilmington Savings Fund Society
Delaware
$145K
ProShare Advisors
128
ProShare Advisors
Maryland
$137K -$26.6K -2,150 -17%
PI
129
PineBridge Investments
New York
$137K +$5.03K +406 +4%
BOS
130
Bingham Osborn & Scarborough
California
$129K +$25 +2 +0%
Neuberger Berman Group
131
Neuberger Berman Group
New York
$128K
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$93K +$7.79K +629 +9%
UBS Group
133
UBS Group
Switzerland
$84K -$27.7K -2,237 -26%
SOADOR
134
State of Alaska Department of Revenue
Alaska
$84K
CGT
135
Capital Guardian Trust
California
$77K
US Bancorp
136
US Bancorp
Minnesota
$57K -$20.9K -1,690 -28%
Federated Hermes
137
Federated Hermes
Pennsylvania
$57K +$29.1K +2,348 +111%
RCM
138
Riverhead Capital Management
Delaware
$49K -$80.1K -6,463 -63%
VCM
139
Versant Capital Management
Arizona
$42K +$7.77K +627 +23%
LIA
140
LS Investment Advisors
Michigan
$38K
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$31K +$5.96K +481 +25%
Bessemer Group
142
Bessemer Group
New Jersey
$26K
Barclays
143
Barclays
United Kingdom
$23K -$153K -12,350 -87%
LTFS
144
Ladenburg Thalmann Financial Services
Florida
$11K -$16.7K -1,349 -63%
IPC
145
Independent Portfolio Consultants
Florida
$11K +$372 +30 +4%
MFS
146
MSI Financial Services
Massachusetts
$9K
TCIM
147
TIAA CREF Investment Management
New York
$4.56K -$141K -11,387 -3%
CFG
148
Citizens Financial Group
Rhode Island
$3K
HR
149
Howe & Rusling
New York
$3K +$2.6K +210 New
QCG
150
Quadrant Capital Group
Ohio
$1K

BPFH Hedge Fund Activity: Q3 2016 in Review

156 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2016, worth a combined $971M — up 4.4% from $931M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BPFH and 10 opened new positions — a net loss of 16 holders — while 47 trimmed existing stakes and 68 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $6.58M. The largest seller was Macquarie Group, cutting an estimated $36.7M.

  • 156 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2016, down from 173 in Q2 2016.
  • Funds reported $971M of Boston Private Financial Holdings, Inc. stock for Q3 2016, up 4.4% quarter-over-quarter.
  • 10 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2016 and 26 closed out, a net change of -16 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $6.58M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2016 was Macquarie Group, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2016.