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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 $1.27B invested in Boston Private Financial Holdings, Inc. in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

8% more capital invested

Capital invested by funds: $1.18B → $1.27B (+$96.3M)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

3% less funds holding

Funds holding: 160156 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $710K

Holders
156
Holders Change
-4
Holders Change %
-2.5%
% of All Funds
3.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
61
Reduced
50
Closed
13
Calls
Puts
$710K
Net Calls
-$710K
Net Calls Change
-$401K
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
126
Riverhead Capital Management
Delaware
$129K +$29.5K +1,949 +33%
TAM
127
Tyers Asset Management
Texas
$115K +$25.6K +1,696 +32%
AIP
128
Ameritas Investment Partners
Nebraska
$103K
BWM
129
Baystate Wealth Management
Massachusetts
$103K
CBT
130
Capital Bank & Trust
California
$99K
TRCT
131
Tower Research Capital (TRC)
New York
$56K +$22.7K +1,500 +80%
MIFH
132
Migdal Insurance & Financial Holdings
Israel
$55K +$49.8K +3,298 New
Federated Hermes
133
Federated Hermes
Pennsylvania
$50K -$2.89K -191 -6%
LIA
134
LS Investment Advisors
Michigan
$49K
VCM
135
Versant Capital Management
Arizona
$46K -$453 -30 -1%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$40K
MAM
137
Meeder Asset Management
Ohio
$35K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$34K +$24.4K +1,612 +357%
Barclays
139
Barclays
United Kingdom
$32K -$177K -11,707 -86%
NIT
140
NumerixS Investment Technologies
British Columbia, Canada
$30K +$16.6K +1,100 +157%
QT
141
Quantbot Technologies
New York
$28K +$25.7K +1,700 New
ST
142
Spot Trading
Illinois
$22K -$46.2K -3,055 -70%
TCOV
143
Trust Company of Vermont
Vermont
$18K
Simplex Trading
144
Simplex Trading
Illinois
$16K +$15.4K +1,016 New
PA
145
Parallel Advisors
California
$10K
PFC
146
Phocas Financial Corp
California
$5K +$108K +7,150 +2%
LTFS
147
Ladenburg Thalmann Financial Services
Florida
$4K -$13.4K -887 -80%
US Bancorp
148
US Bancorp
Minnesota
$4K
QCG
149
Quadrant Capital Group
Ohio
$4K +$2.24K +148 +108%
HR
150
Howe & Rusling
New York
$3K

BPFH Hedge Fund Activity: Q3 2017 in Review

156 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2017, worth a combined $1.27B — up 8.2% from $1.18B a quarter earlier.

Fund positioning in BPFH was balanced in Q3 2017: 13 funds opened new positions, 13 closed out, 61 added to existing stakes and 50 trimmed.

The largest buyer was Macquarie Group, adding an estimated $6.87M. The largest seller was Mendon Capital Advisors, cutting an estimated $6.39M.

  • 156 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2017, down from 160 in Q2 2017.
  • Funds reported $1.27B of Boston Private Financial Holdings, Inc. stock for Q3 2017, up 8.2% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2017 and 13 closed out, a net change of 0 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2017 was Macquarie Group, an estimated $6.87M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2017 was Mendon Capital Advisors, an estimated $6.39M sold.

Based on aggregated 13F filings for Q3 2017.