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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

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173 hedge funds and large institutions have $1.25B invested in Boston Private Financial Holdings, Inc. in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $971M → $1.25B (+$279M)

11% more funds holding

Funds holding: 156 → 173 (+17)

19% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 63

Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
4.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
51
Reduced
63
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$12.6M
2
AAM
Aberdeen Asset Management
United Kingdom
+$10.9M
3
Victory Capital Management
Victory Capital Management
Texas
+$10.6M
4
BFA
BlackRock Fund Advisors
California
+$9.97M
5
Invesco
Invesco
Georgia
+$8.86M

Top Sellers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
-$17.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.5M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$5.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
126
ClariVest Asset Management
California
$263K -$6.15K -425 -3%
SOADOR
127
State of Alaska Department of Revenue
Alaska
$257K +$131K +9,030 +138%
YCM
128
Yorkville Capital Management
New York
$235K +$205K +14,175 New
O
129
OppenheimerFunds
New York
$230K +$9.61K +664 +5%
Citadel Advisors
130
Citadel Advisors
Florida
$199K -$1.39M -96,110 -89%
ECM
131
ETrade Capital Management
Virginia
$195K +$171K +11,782 New
WSFS
132
Wilmington Savings Fund Society
Delaware
$187K – – –
AB
133
Amalgamated Bank
New York
$183K +$160K +11,080 New
GCP
134
GSA Capital Partners
United Kingdom
$174K +$152K +10,500 New
Capstone Investment Advisors
135
Capstone Investment Advisors
New York
$174K +$153K +10,540 New
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$172K -$16.4K -1,134 -10%
Neuberger Berman Group
137
Neuberger Berman Group
New York
$166K – – –
BOS
138
Bingham Osborn & Scarborough
California
$166K +$14 +1 +0%
BWM
139
Baystate Wealth Management
Massachusetts
$136K +$117K +8,115 New
GHCM
140
Glen Harbor Capital Management
California
$120K +$105K +7,276 New
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$119K -$1.48K -102 -1%
SG Americas Securities
142
SG Americas Securities
New York
$118K +$103K +7,107 New
CGT
143
Capital Guardian Trust
California
$99K – – –
MCIM
144
Meadow Creek Investment Management
Georgia
$99K +$86.7K +5,992 New
EP
145
Elkfork Partners
Oregon
$78K +$68.2K +4,708 New
AIM
146
Acrospire Investment Management
Illinois
$77K +$67.6K +4,670 New
RCM
147
Riverhead Capital Management
Delaware
$63K – – –
QT
148
Quantbot Technologies
New York
$62K +$54.7K +3,779 New
Federated Hermes
149
Federated Hermes
Pennsylvania
$61K -$11.3K -779 -17%
TAM
150
Tyers Asset Management
Texas
$57K +$49.6K +3,424 New
4 5
6
7 8

BPFH Hedge Fund Activity: Q4 2016 in Review

173 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2016, worth a combined $1.25B — up 29% from $971M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BPFH positions and 10 closed out — a net gain of 20 holders — while 51 added to existing stakes and 63 trimmed.

The largest buyer was Capital World Investors, adding an estimated $12.6M. The largest seller was Perkins Investment Management, cutting an estimated $17.6M.

  • 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2016, up from 156 in Q3 2016.
  • Funds reported $1.25B of Boston Private Financial Holdings, Inc. stock for Q4 2016, up 29% quarter-over-quarter.
  • 30 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2016 and 10 closed out, a net change of +20 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2016 was Capital World Investors, an estimated $12.6M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2016 was Perkins Investment Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2016.