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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 $861M invested in Boston Private Financial Holdings, Inc. in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

1% less funds holding

Funds holding: 157156 (-1)

3% less capital invested

Capital invested by funds: $885M → $861M (-$23.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
59
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$8K -$81.5K -7,010 -91%
MFS
152
MSI Financial Services
Massachusetts
$8K +$7.72K +664 New
Creative Planning
153
Creative Planning
Kansas
$6K -$11.6K -1,000 -67%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$3K +$35 +3 +1%
Manulife (Manufacturers Life Insurance)
155
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$615 +$6.21K +534 +1%
AH
156
Achievement Holdings
Illinois
-$15.2M -1,302,500 Closed
PFC
157
Phocas Financial Corp
California
-$5.79M -495,305 Closed
CIP
158
Chartwell Investment Partners
Pennsylvania
-$3.83M -327,062 Closed
BMCMI
159
Bryn Mawr Capital Management Inc
Pennsylvania
-$3.33M -284,279 Closed
RCAMU
160
Rothschild & Co Asset Management US
Connecticut
-$2.42M -206,709 Closed
ARTA
161
A.R.T. Advisors
New York
-$1.28M -109,223 Closed
KCM
162
Kennedy Capital Management
Missouri
-$1.07M -91,894 Closed
GCM
163
Gator Capital Management
Florida
-$753K -64,393 Closed
SCM
164
Sterling Capital Management
North Carolina
-$729K -62,300 Closed
AIU
165
Algebris Investments (UK)
United Kingdom
-$508K -43,450 Closed
PG
166
PEAK6 Group
Illinois
-$445K -38,022 Closed
GT
167
Glenmede Trust
Pennsylvania
-$405K -34,656 Closed
PA
168
Profund Advisors
Maryland
-$155K -13,250 Closed
SCM
169
Stevens Capital Management
Pennsylvania
-$141K -12,019 Closed
BWP
170
Baldwin Wealth Partners
Massachusetts
-$138K -11,760 Closed
FHA
171
First Horizon Advisors
Tennessee
-$28K -2,400 Closed
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
-$15K -1,243 Closed
Barclays
173
Barclays
United Kingdom
-$10K -870 Closed
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
-$3K -275 Closed
IA
175
IFP Advisors
Florida
+$384 +33 New

BPFH Hedge Fund Activity: Q4 2015 in Review

156 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2015, worth a combined $861M — down 2.7% from $885M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BPFH positions and 19 closed out — a net gain of 2 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Millennium Management, adding an estimated $28.4M. The largest seller was State Street, cutting an estimated $21.3M.

  • 156 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2015, down from 157 in Q3 2015.
  • Funds reported $861M of Boston Private Financial Holdings, Inc. stock for Q4 2015, down 2.7% quarter-over-quarter.
  • 21 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2015 and 19 closed out, a net change of +2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2015 was Millennium Management, an estimated $28.4M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2015 was State Street, an estimated $21.3M sold.

Based on aggregated 13F filings for Q4 2015.