We are live on ! Find out more
BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

161 hedge funds and large institutions have $1.09B invested in Boston Private Financial Holdings, Inc. in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

5% less funds holding

Funds holding: 169161 (-8)

13% less capital invested

Capital invested by funds: $1.25B → $1.09B (-$159M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18K

Holders
161
Holders Change
-8
Holders Change %
-4.73%
% of All Funds
3.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
55
Reduced
56
Closed
20
Calls
Puts
$18K
Net Calls
-$18K
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
126
Tyers Asset Management
Texas
$139K +$15.2K +1,040 +11%
RJT
127
Raymond James Trust
Florida
$137K
BOS
128
Bingham Osborn & Scarborough
California
$137K +$44 +3 +0%
Walleye Trading
129
Walleye Trading
New York
$136K -$81.4K -5,567 -36%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$107K -$42.2K -2,885 -27%
AIP
131
Ameritas Investment Partners
Nebraska
$97K
Walleye Capital
132
Walleye Capital
New York
$95K +$102K +6,995 New
QT
133
Quantbot Technologies
New York
$94K -$38.8K -2,652 -28%
TRCT
134
Tower Research Capital (TRC)
New York
$92K -$155K -10,624 -61%
CBT
135
Capital Bank & Trust
California
$82K
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$67.4K -$39K -2,672 -35%
MIFH
137
Migdal Insurance & Financial Holdings
Israel
$60K +$6.97K +477 +12%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$52K
BWM
139
Baystate Wealth Management
Massachusetts
$46K +$395 +27 +0.8%
VCM
140
Versant Capital Management
Arizona
$42K +$4.81K +329 +12%
CG
141
Cutler Group
California
$38K -$1.46K -100 -3%
LIA
142
LS Investment Advisors
Michigan
$34K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$31K -$8.93K -611 -21%
SWA
144
Sutton Wealth Advisors
Florida
$27.9K +$29.9K +2,046 New
MOACM
145
Mutual of America Capital Management
New York
$22K +$18.9K +1,295 +419%
TCOV
146
Trust Company of Vermont
Vermont
$15K
PCM
147
Prelude Capital Management
New York
$14K +$15K +1,029 New
US Bancorp
148
US Bancorp
Minnesota
$10K -$27.2K -1,861 -72%
Simplex Trading
149
Simplex Trading
Illinois
$7K +$8.31K +569 New
PA
150
Parallel Advisors
California
$6K -$2.78K -190 -31%

BPFH Hedge Fund Activity: Q3 2018 in Review

161 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2018, worth a combined $1.09B — down 13% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BPFH and 13 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 55 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $18.7M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $9.74M sold.

  • 161 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2018, down from 169 in Q2 2018.
  • Funds reported $1.09B of Boston Private Financial Holdings, Inc. stock for Q3 2018, down 13% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2018 and 20 closed out, a net change of -7 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2018 was Cramer Rosenthal McGlynn, an estimated $18.7M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2018 was Granite Investment Partners, an estimated $9.74M sold.

Based on aggregated 13F filings for Q3 2018.