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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

160 hedge funds and large institutions have $1.18B invested in Boston Private Financial Holdings, Inc. in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 59

6% less funds holding

Funds holding: 170160 (-10)

7% less capital invested

Capital invested by funds: $1.26B → $1.18B (-$85M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $309K

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
62
Reduced
59
Closed
19
Calls
Puts
$309K
Net Calls
-$309K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
126
Wilmington Savings Fund Society
Delaware
$173K
GHCM
127
Glen Harbor Capital Management
California
$172K +$51.7K +3,332 +42%
ProShare Advisors
128
ProShare Advisors
Maryland
$160K -$43.6K -2,813 -21%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$159K
BOS
130
Bingham Osborn & Scarborough
California
$154K +$31 +2 +0%
MCIM
131
Meadow Creek Investment Management
Georgia
$142K +$42.5K +2,744 +42%
UBS Group
132
UBS Group
Switzerland
$117K -$31.4K -2,023 -21%
EP
133
Elkfork Partners
Oregon
$111K +$33.4K +2,156 +42%
AIP
134
Ameritas Investment Partners
Nebraska
$109K
BWM
135
Baystate Wealth Management
Massachusetts
$93K -$15.5K -1,000 -14%
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$93K -$5.74K -370 -6%
CBT
137
Capital Bank & Trust
California
$92K +$93K +6,000 New
RCM
138
Riverhead Capital Management
Delaware
$89K +$26.8K +1,726 +42%
TAM
139
Tyers Asset Management
Texas
$81K +$24.3K +1,568 +42%
ST
140
Spot Trading
Illinois
$67K +$15.5K +999 +30%
Federated Hermes
141
Federated Hermes
Pennsylvania
$49K +$3.46K +223 +8%
LIA
142
LS Investment Advisors
Michigan
$45K
VCM
143
Versant Capital Management
Arizona
$43K -$1.21K -78 -3%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$37K
MAM
145
Meeder Asset Management
Ohio
$33K +$33.2K +2,144 New
GT
146
Glenmede Trust
Pennsylvania
$32K
TRCT
147
Tower Research Capital (TRC)
New York
$29K +$29K +1,868 New
PG
148
PEAK6 Group
Illinois
$22K -$23.1K -1,491 -51%
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$17K +$11K +710 +178%
TCOV
150
Trust Company of Vermont
Vermont
$17K +$17.1K +1,100 New

BPFH Hedge Fund Activity: Q2 2017 in Review

160 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2017, worth a combined $1.18B — down 6.7% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BPFH and 11 opened new positions — a net loss of 8 holders — while 59 trimmed existing stakes and 62 added.

The largest buyer was American Century Companies, adding an estimated $4.44M. The largest seller was Thompson Siegel & Walmsley, cutting an estimated $3.02M.

  • 160 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2017, down from 170 in Q1 2017.
  • Funds reported $1.18B of Boston Private Financial Holdings, Inc. stock for Q2 2017, down 6.7% quarter-over-quarter.
  • 11 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2017 and 19 closed out, a net change of -8 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2017 was American Century Companies, an estimated $4.44M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2017 was Thompson Siegel & Walmsley, an estimated $3.02M sold.

Based on aggregated 13F filings for Q2 2017.