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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

170 hedge funds and large institutions have $1.26B invested in Boston Private Financial Holdings, Inc. in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

1% more capital invested

Capital invested by funds: $1.25B → $1.26B (+$10.9M)

6% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 63

2% less funds holding

Funds holding: 173170 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $362K

Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
4.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
63
Closed
18
Calls
Puts
$362K
Net Calls
-$362K
Net Calls Change
-$362K
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
126
Fox Run Management
Connecticut
$208K +$211K +12,700 New
AA
127
Ancora Advisors
Ohio
$195K -$196K -11,800 -50%
WSFS
128
Wilmington Savings Fund Society
Delaware
$185K
AB
129
Amalgamated Bank
New York
$182K +$266 +16 +0.1%
GCP
130
GSA Capital Partners
United Kingdom
$174K +$1.67K +100 +1%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$170K
BOS
132
Bingham Osborn & Scarborough
California
$165K +$33 +2 +0%
UBS Group
133
UBS Group
Switzerland
$159K -$225K -13,518 -58%
Nordea Investment Management
134
Nordea Investment Management
Sweden
$157K +$160K +9,600 New
SG Americas Securities
135
SG Americas Securities
New York
$142K +$25.5K +1,531 +22%
GHCM
136
Glen Harbor Capital Management
California
$129K +$10.2K +612 +8%
AIP
137
Ameritas Investment Partners
Nebraska
$116K +$118K +7,071 New
BWM
138
Baystate Wealth Management
Massachusetts
$113K -$16.6K -1,000 -12%
MCIM
139
Meadow Creek Investment Management
Georgia
$107K +$8.39K +504 +8%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$105K -$12.5K -752 -10%
CGT
141
Capital Guardian Trust
California
$98K
EP
142
Elkfork Partners
Oregon
$84K +$6.59K +396 +8%
IR
143
Invictus RG
Bermuda
$81K +$81.8K +4,913 New
RCM
144
Riverhead Capital Management
Delaware
$67K +$4.99K +300 +8%
TAM
145
Tyers Asset Management
Texas
$61K +$4.79K +288 +8%
ST
146
Spot Trading
Illinois
$55K +$55.9K +3,358 New
Federated Hermes
147
Federated Hermes
Pennsylvania
$49K -$12K -722 -20%
LIA
148
LS Investment Advisors
Michigan
$48K
VCM
149
Versant Capital Management
Arizona
$47K -$3.23K -194 -6%
PG
150
PEAK6 Group
Illinois
$47K +$48.2K +2,896 New

BPFH Hedge Fund Activity: Q1 2017 in Review

170 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2017, worth a combined $1.26B — up 0.87% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BPFH positions and 18 closed out — a net gain of 4 holders — while 59 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $170M. The largest seller was Invesco, cutting an estimated $6.99M.

  • 170 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2017, down from 173 in Q4 2016.
  • Funds reported $1.26B of Boston Private Financial Holdings, Inc. stock for Q1 2017, up 0.87% quarter-over-quarter.
  • 22 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2017 and 18 closed out, a net change of +4 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2017 was BlackRock, an estimated $170M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2017 was Invesco, an estimated $6.99M sold.

Based on aggregated 13F filings for Q1 2017.