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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

164 hedge funds and large institutions have $1.19B invested in Boston Private Financial Holdings, Inc. in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 55

0% less capital invested

Capital invested by funds: $1.19B → $1.19B (-$998K)

1% less funds holding

Funds holding: 165164 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

53% less call options, than puts

Call options by funds: $257K | Put options by funds: $550K

Holders
164
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
64
Reduced
55
Closed
17
Calls
$257K
Puts
$550K
Net Calls
-$293K
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
126
Verition Fund Management
Connecticut
$187K -$5.34K -352 -3%
AB
127
Amalgamated Bank
New York
$179K -$2.32K -153 -1%
KI
128
Koch Industries
Kansas
$171K -$76.6K -5,047 -31%
SRAM
129
Stone Ridge Asset Management
New York
$169K +$4.55K +300 +3%
CIBC Asset Management
130
CIBC Asset Management
Ontario, Canada
$165K
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$154K -$5.31K -350 -3%
RCM
132
Riverhead Capital Management
Delaware
$153K +$9.1K +600 +6%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$152K -$564K -37,207 -79%
BOS
134
Bingham Osborn & Scarborough
California
$151K +$30 +2 +0%
RJT
135
Raymond James Trust
Florida
$151K +$152K +10,000 New
TAM
136
Tyers Asset Management
Texas
$137K +$8.49K +560 +7%
AIP
137
Ameritas Investment Partners
Nebraska
$106K
CBT
138
Capital Bank & Trust
California
$90K
BWM
139
Baystate Wealth Management
Massachusetts
$67K -$15.2K -1,000 -20%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$58K
VCM
141
Versant Capital Management
Arizona
$42K -$46 -3 -0.1%
US Bancorp
142
US Bancorp
Minnesota
$39K +$35.9K +2,366 +1,066%
LIA
143
LS Investment Advisors
Michigan
$37K +$2.5K +165 +7%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$31K
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$28K -$3.29M -216,869 -99%
GT
146
Glenmede Trust
Pennsylvania
$28K
MIFH
147
Migdal Insurance & Financial Holdings
Israel
$27K +$12.6K +828 +84%
TCOV
148
Trust Company of Vermont
Vermont
$17K
QT
149
Quantbot Technologies
New York
$15K -$45.4K -2,995 -74%
Simplex Trading
150
Simplex Trading
Illinois
$11K -$250K -16,477 -95%

BPFH Hedge Fund Activity: Q1 2018 in Review

164 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2018, worth a combined $1.19B — down 0.08% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BPFH and 16 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 64 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $24.5M. The largest seller was Victory Capital Management, exiting entirely with an estimated $9.92M sold.

  • 164 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2018, down from 165 in Q4 2017.
  • Funds reported $1.19B of Boston Private Financial Holdings, Inc. stock for Q1 2018, down 0.08% quarter-over-quarter.
  • 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2018 and 17 closed out, a net change of -1 holder.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2018 was Cramer Rosenthal McGlynn, an estimated $24.5M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2018 was Victory Capital Management, an estimated $9.92M sold.

Based on aggregated 13F filings for Q1 2018.