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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 $1.25B invested in Boston Private Financial Holdings, Inc. in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $971M → $1.25B (+$279M)

11% more funds holding

Funds holding: 156173 (+17)

19% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 63

Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
4.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
51
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Versant Capital Management
Arizona
$51K -$3.2K -221 -7%
LIA
152
LS Investment Advisors
Michigan
$49K
Barclays
153
Barclays
United Kingdom
$44K +$12.9K +888 +49%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$40K
PA
155
Perennial Advisors
New York
$20K +$17.4K +1,200 New
TRCT
156
Tower Research Capital (TRC)
New York
$18K +$15.2K +1,048 New
IPC
157
Independent Portfolio Consultants
Florida
$17K +$2.75K +190 +23%
MFS
158
MSI Financial Services
Massachusetts
$11K
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$10K -$3.14K -217 -27%
PA
160
Parallel Advisors
California
$10K +$8.98K +620 New
Bessemer Group
161
Bessemer Group
New Jersey
$8K -$21.6K -1,489 -74%
Walleye Trading
162
Walleye Trading
New York
$5K +$4.34K +300 New
US Bancorp
163
US Bancorp
Minnesota
$4K -$61.2K -4,227 -95%
CFG
164
Citizens Financial Group
Rhode Island
$3K
HR
165
Howe & Rusling
New York
$3K
QCG
166
Quadrant Capital Group
Ohio
$2K
TWA
167
TCI Wealth Advisors
Arizona
$1K
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$1K +$637 +44 New
TCOV
169
Trust Company of Vermont
Vermont
$1K +$666 +46 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$1K +$695 +48 New
IA
171
IFP Advisors
Florida
$1K +$796 +55 New
RWML
172
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$662
WMSA
173
Weiss Multi-Strategy Advisers
New York
-$5.75M -448,544 Closed
WI
174
WBI Investments
New Jersey
-$1.44M -112,272 Closed
CIP
175
Convergence Investment Partners
Florida
-$1.09M -85,158 Closed

BPFH Hedge Fund Activity: Q4 2016 in Review

173 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2016, worth a combined $1.25B — up 29% from $971M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BPFH positions and 10 closed out — a net gain of 20 holders — while 51 added to existing stakes and 63 trimmed.

The largest buyer was Capital World Investors, adding an estimated $12.6M. The largest seller was Perkins Investment Management, cutting an estimated $17.6M.

  • 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2016, up from 156 in Q3 2016.
  • Funds reported $1.25B of Boston Private Financial Holdings, Inc. stock for Q4 2016, up 29% quarter-over-quarter.
  • 30 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2016 and 10 closed out, a net change of +20 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2016 was Capital World Investors, an estimated $12.6M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2016 was Perkins Investment Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2016.