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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

173 hedge funds and large institutions have $931M invested in Boston Private Financial Holdings, Inc. in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

8% more funds holding

Funds holding: 160173 (+13)

6% more capital invested

Capital invested by funds: $876M → $931M (+$54.7M)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
55
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
151
Victory Capital Management
Texas
$103K +$46K +3,821 +77%
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$78K -$3.37K -280 -4%
SOADOR
153
State of Alaska Department of Revenue
Alaska
$77K
US Bancorp
154
US Bancorp
Minnesota
$72K -$19.9K -1,657 -21%
CGT
155
Capital Guardian Trust
California
$71K
LIA
156
LS Investment Advisors
Michigan
$35K +$3.25K +270 +10%
AIM
157
Acrospire Investment Management
Illinois
$33K +$34K +2,828 New
VCM
158
Versant Capital Management
Arizona
$31K -$313 -26 -1%
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$25K -$2.49K -207 -9%
Federated Hermes
160
Federated Hermes
Pennsylvania
$25K -$2.23K -185 -8%
Bessemer Group
161
Bessemer Group
New Jersey
$24K
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$23K
IPC
163
Independent Portfolio Consultants
Florida
$10K -$3.73K -310 -28%
MFS
164
MSI Financial Services
Massachusetts
$8K
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$6K -$241 -20 -4%
PCM
166
Prelude Capital Management
New York
$4K +$3.61K +300 New
CFG
167
Citizens Financial Group
Rhode Island
$2K +$2.54K +211 New
TWA
168
TCI Wealth Advisors
Arizona
$1K +$72 +6 +10%
QCG
169
Quadrant Capital Group
Ohio
$1K +$1.65K +137 New
RWML
170
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$471 +$482 +40 New
CAM
171
Cortina Asset Management
Wisconsin
-$3.89M -340,024 Closed
SCA
172
Stieven Capital Advisors
Missouri
-$1.24M -108,300 Closed
CRC
173
Curi RMB Capital
Illinois
-$1.14M -99,605 Closed
OL
174
Orbitronix LP
California
-$1.03M -89,980 Closed
TI
175
Trexquant Investment
Connecticut
-$333K -29,071 Closed

BPFH Hedge Fund Activity: Q2 2016 in Review

173 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2016, worth a combined $931M — up 6.2% from $876M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BPFH positions and 10 closed out — a net gain of 14 holders — while 55 added to existing stakes and 63 trimmed.

The largest buyer was Macquarie Group, adding an estimated $36.3M. The largest seller was Endeavour Capital Advisors, cutting an estimated $10.2M.

  • 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2016, up from 160 in Q1 2016.
  • Funds reported $931M of Boston Private Financial Holdings, Inc. stock for Q2 2016, up 6.2% quarter-over-quarter.
  • 24 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2016 and 10 closed out, a net change of +14 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2016 was Macquarie Group, an estimated $36.3M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2016 was Endeavour Capital Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2016.