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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

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156 hedge funds and large institutions have $971M invested in Boston Private Financial Holdings, Inc. in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 68 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 47

4% more capital invested

Capital invested by funds: $931M → $971M (+$40.6M)

10% less funds holding

Funds holding: 173 → 156 (-17)

62% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 26

Holders
156
Holders Change
-17
Holders Change %
-9.83%
% of All Funds
4.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
68
Reduced
47
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$6.58M
2
AAM
Aberdeen Asset Management
United Kingdom
+$6.42M
3
PIM
Perkins Investment Management
Illinois
+$5.77M
4
HA
Heartland Advisors
Wisconsin
+$4.85M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.28M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$36.7M
2
Millennium Management
Millennium Management
New York
-$9.21M
3
TSW
Thompson Siegel & Walmsley
Virginia
-$6.85M
4
ECA
Endeavour Capital Advisors
Connecticut
-$5.22M
5
FAM
Fred Alger Management
New York
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
151
TCI Wealth Advisors
Arizona
$1K – – –
RWML
152
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$513 – – –
VOYA Investment Management
153
VOYA Investment Management
Georgia
$466 – – –
ECA
154
Endeavour Capital Advisors
Connecticut
– -$5.22M -443,493 Closed
FAM
155
Fred Alger Management
New York
– -$4.62M -391,985 Closed
MPAM
156
Monarch Partners Asset Management
Massachusetts
– -$1.7M -144,670 Closed
SW
157
SVB Wealth
Massachusetts
– -$1.58M -134,242 Closed
Two Sigma Investments
158
Two Sigma Investments
New York
– -$778K -66,009 Closed
AA
159
ALPS Advisors
Colorado
– -$424K -36,006 Closed
ARTA
160
A.R.T. Advisors
New York
– -$346K -29,385 Closed
HCM
161
Highbridge Capital Management
New York
– -$302K -25,643 Closed
Capstone Investment Advisors
162
Capstone Investment Advisors
New York
– -$301K -25,553 Closed
Tudor Investment Corp
163
Tudor Investment Corp
Connecticut
– -$254K -21,564 Closed
CCMH
164
Cornerstone Capital Management Holdings
New York
– -$253K -21,490 Closed
PP
165
Paloma Partners
Connecticut
– -$244K -20,760 Closed
AL
166
Airain Ltd
Guernsey
– -$215K -18,210 Closed
CSS
167
Cubist Systematic Strategies
Connecticut
– -$191K -16,238 Closed
SSG
168
Summit Securities Group
New York
– -$181K -15,403 Closed
QSS
169
Quantitative Systematic Strategies
Florida
– -$167K -14,580 Closed
SCM
170
Stevens Capital Management
Pennsylvania
– -$148K -12,534 Closed
SCI
171
S&CO Inc
Massachusetts
– -$139K -11,827 Closed
SG Americas Securities
172
SG Americas Securities
New York
– -$139K -11,774 Closed
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
– -$138K -11,718 Closed
BWM
174
Baystate Wealth Management
Massachusetts
– -$119K -10,115 Closed
AIM
175
Acrospire Investment Management
Illinois
– -$33K -2,828 Closed
4 5 6
7
8

BPFH Hedge Fund Activity: Q3 2016 in Review

156 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2016, worth a combined $971M — up 4.4% from $931M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BPFH and 10 opened new positions — a net loss of 16 holders — while 47 trimmed existing stakes and 68 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $6.58M. The largest seller was Macquarie Group, cutting an estimated $36.7M.

  • 156 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2016, down from 173 in Q2 2016.
  • Funds reported $971M of Boston Private Financial Holdings, Inc. stock for Q3 2016, up 4.4% quarter-over-quarter.
  • 10 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2016 and 26 closed out, a net change of -16 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $6.58M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2016 was Macquarie Group, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2016.