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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

165 hedge funds and large institutions have $1.19B invested in Boston Private Financial Holdings, Inc. in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

6% more funds holding

Funds holding: 156165 (+9)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$78.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $541K

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
66
Reduced
52
Closed
10
Calls
Puts
$541K
Net Calls
-$541K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
126
Amalgamated Bank
New York
$186K +$13K +812 +7%
AA
127
Ancora Advisors
Ohio
$184K
Wolverine Trading
128
Wolverine Trading
Illinois
$183K +$28.7K +1,797 +18%
EP
129
Elkfork Partners
Oregon
$182K +$35.1K +2,200 +23%
UBS Group
130
UBS Group
Switzerland
$170K -$99K -6,206 -36%
SRAM
131
Stone Ridge Asset Management
New York
$169K +$174K +10,929 New
CIBC Asset Management
132
CIBC Asset Management
Ontario, Canada
$169K +$175K +10,941 New
Tudor Investment Corp
133
Tudor Investment Corp
Connecticut
$167K +$173K +10,830 New
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$164K +$3.99K +250 +2%
BOS
135
Bingham Osborn & Scarborough
California
$155K +$32 +2 +0%
LRIA
136
Leonard Rickey Investment Advisors
Washington
$155K +$160K +10,057 New
RCM
137
Riverhead Capital Management
Delaware
$148K +$28.7K +1,800 +23%
TAM
138
Tyers Asset Management
Texas
$132K +$25.5K +1,600 +23%
AIP
139
Ameritas Investment Partners
Nebraska
$109K
CBT
140
Capital Bank & Trust
California
$93K
BWM
141
Baystate Wealth Management
Massachusetts
$79K -$15.9K -1,000 -16%
MAM
142
Meeder Asset Management
Ohio
$67K +$35.4K +2,222 +104%
QT
143
Quantbot Technologies
New York
$62K +$37.2K +2,330 +137%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$59K +$22.3K +1,399 +58%
VCM
145
Versant Capital Management
Arizona
$43K
LIA
146
LS Investment Advisors
Michigan
$36K -$9.92K -622 -21%
Citigroup
147
Citigroup
New York
$35K -$529K -33,192 -94%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$32K +$96 +6 +0.3%
GT
149
Glenmede Trust
Pennsylvania
$28K -$258K -16,172 -90%
TRCT
150
Tower Research Capital (TRC)
New York
$20K -$33.2K -2,080 -62%

BPFH Hedge Fund Activity: Q4 2017 in Review

165 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2017, worth a combined $1.19B — down 6.2% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BPFH positions and 10 closed out — a net gain of 11 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $9.17M. The largest seller was Fidelity Investments, cutting an estimated $10.2M.

  • 165 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2017, up from 156 in Q3 2017.
  • Funds reported $1.19B of Boston Private Financial Holdings, Inc. stock for Q4 2017, down 6.2% quarter-over-quarter.
  • 21 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2017 and 10 closed out, a net change of +11 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2017 was BlackRock, an estimated $9.17M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2017 was Fidelity Investments, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2017.