We are live on ! Find out more
BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

169 hedge funds and large institutions have $1.25B invested in Boston Private Financial Holdings, Inc. in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

3% more funds holding

Funds holding: 164169 (+5)

5% more capital invested

Capital invested by funds: $1.19B → $1.25B (+$59.2M)

61% less call options, than puts

Call options by funds: $179K | Put options by funds: $458K

Holders
169
Holders Change
+5
Holders Change %
+3.05%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
57
Reduced
50
Closed
11
Calls
$179K
Puts
$458K
Net Calls
-$279K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
126
Squarepoint
New York
$207K +$214K +13,035 New
EP
127
Elkfork Partners
Oregon
$200K
USAA
128
United Services Automobile Association
Texas
$200K
Man Group
129
Man Group
United Kingdom
$197K -$131K -7,979 -39%
AB
130
Amalgamated Bank
New York
$194K +$5.23K +318 +3%
CIBC Asset Management
131
CIBC Asset Management
Ontario, Canada
$180K +$6.04K +367 +3%
SRAM
132
Stone Ridge Asset Management
New York
$179K
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$174K +$11.3K +690 +7%
ECM
134
Everence Capital Management
Indiana
$171K -$56.1K -3,410 -24%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$170K +$9.73K +592 +6%
RCM
136
Riverhead Capital Management
Delaware
$162K
BOS
137
Bingham Osborn & Scarborough
California
$160K +$16 +1 +0%
RJT
138
Raymond James Trust
Florida
$159K
QT
139
Quantbot Technologies
New York
$152K +$141K +8,575 +829%
TAM
140
Tyers Asset Management
Texas
$145K
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$121K -$344K -20,902 -73%
AIP
142
Ameritas Investment Partners
Nebraska
$112K
CBT
143
Capital Bank & Trust
California
$95K
MIFH
144
Migdal Insurance & Financial Holdings
Israel
$63K +$34.8K +2,119 +117%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$61K
BWM
146
Baystate Wealth Management
Massachusetts
$54K -$14K -854 -21%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$53K +$24K +1,461 +78%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$46K +$13.2K +802 +39%
CG
149
Cutler Group
California
$46K +$47.7K +2,900 New
VCM
150
Versant Capital Management
Arizona
$44K -$49 -3 -0.1%

BPFH Hedge Fund Activity: Q2 2018 in Review

169 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2018, worth a combined $1.25B — up 5% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BPFH positions and 11 closed out — a net gain of 5 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.8M. The largest seller was American Century Companies, cutting an estimated $8.41M.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2018, up from 164 in Q1 2018.
  • Funds reported $1.25B of Boston Private Financial Holdings, Inc. stock for Q2 2018, up 5% quarter-over-quarter.
  • 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2018 and 11 closed out, a net change of +5 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2018 was Fidelity Investments, an estimated $10.8M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2018 was American Century Companies, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2018.