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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

170 hedge funds and large institutions have $1.26B invested in Boston Private Financial Holdings, Inc. in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

1% more capital invested

Capital invested by funds: $1.25B → $1.26B (+$10.9M)

6% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 63

2% less funds holding

Funds holding: 173170 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $362K

Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
4.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
63
Closed
18
Calls
Puts
$362K
Net Calls
-$362K
Net Calls Change
-$362K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$40K
Barclays
152
Barclays
United Kingdom
$33K -$11.3K -681 -25%
GT
153
Glenmede Trust
Pennsylvania
$32K +$33.3K +2,000 New
PA
154
Perennial Advisors
New York
$20K
CAG
155
Crestwood Advisors Group
Massachusetts
$20K +$21.6K +1,300 New
IPC
156
Independent Portfolio Consultants
Florida
$11K -$6.08K -365 -35%
PA
157
Parallel Advisors
California
$11K +$899 +54 +9%
Creative Planning
158
Creative Planning
Kansas
$8K +$8.32K +500 New
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$7K -$3K -180 -31%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$6K +$6.19K +372 New
CG
161
Cutler Group
California
$6K +$6.66K +400 New
AIM
162
Acrospire Investment Management
Illinois
$4K -$74.1K -4,452 -95%
US Bancorp
163
US Bancorp
Minnesota
$4K
HR
164
Howe & Rusling
New York
$3K -$416 -25 -12%
CFG
165
Citizens Financial Group
Rhode Island
$2K -$982 -59 -28%
QCG
166
Quadrant Capital Group
Ohio
$2K
IA
167
IFP Advisors
Florida
$1K
TWA
168
TCI Wealth Advisors
Arizona
$1K
PFBT
169
Parkside Financial Bank & Trust
Missouri
$1K +$583 +35 +73%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
-$1.82M -109,849 Closed
Tudor Investment Corp
171
Tudor Investment Corp
Connecticut
-$424K -25,646 Closed
PTC
172
Philadelphia Trust Company
Pennsylvania
-$407K -24,585 Closed
BCM
173
Bridgeway Capital Management
Texas
-$331K -20,000 Closed
Two Sigma Investments
174
Two Sigma Investments
New York
-$327K -19,773 Closed
HSBC Holdings
175
HSBC Holdings
United Kingdom
-$313K -18,913 Closed

BPFH Hedge Fund Activity: Q1 2017 in Review

170 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2017, worth a combined $1.26B — up 0.87% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BPFH positions and 18 closed out — a net gain of 4 holders — while 59 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $170M. The largest seller was Invesco, cutting an estimated $6.99M.

  • 170 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2017, down from 173 in Q4 2016.
  • Funds reported $1.26B of Boston Private Financial Holdings, Inc. stock for Q1 2017, up 0.87% quarter-over-quarter.
  • 22 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2017 and 18 closed out, a net change of +4 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2017 was BlackRock, an estimated $170M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2017 was Invesco, an estimated $6.99M sold.

Based on aggregated 13F filings for Q1 2017.