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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

160 hedge funds and large institutions have $1.18B invested in Boston Private Financial Holdings, Inc. in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 59

6% less funds holding

Funds holding: 170160 (-10)

7% less capital invested

Capital invested by funds: $1.26B → $1.18B (-$85M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $309K

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
62
Reduced
59
Closed
19
Calls
Puts
$309K
Net Calls
-$309K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
NIT
151
NumerixS Investment Technologies
British Columbia, Canada
$11K +$10.9K +700 New
IPC
152
Independent Portfolio Consultants
Florida
$10K -$155 -10 -2%
PA
153
Parallel Advisors
California
$10K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$7K +$1.24K +80 +22%
HR
155
Howe & Rusling
New York
$3K
US Bancorp
156
US Bancorp
Minnesota
$3K
IA
157
IFP Advisors
Florida
$1K
TWA
158
TCI Wealth Advisors
Arizona
$1K
GLA
159
Great Lakes Advisors
Illinois
-$1.85M -112,737 Closed
SFM
160
Systematic Financial Management
New Jersey
-$1.7M -103,640 Closed
CIP
161
Convergence Investment Partners
Florida
-$1.63M -99,060 Closed
PAM
162
Princeton Alpha Management
New Jersey
-$612K -37,306 Closed
CIC
163
Cornercap Investment Counsel
Georgia
-$580K -35,370 Closed
OAM
164
Oxford Asset Management
United Kingdom
-$379K -23,118 Closed
ECM
165
ETrade Capital Management
Virginia
-$287K -17,455 Closed
YCM
166
Yorkville Capital Management
New York
-$232K -14,175 Closed
GCP
167
GSA Capital Partners
United Kingdom
-$174K -10,600 Closed
SG Americas Securities
168
SG Americas Securities
New York
-$142K -8,638 Closed
CGT
169
Capital Guardian Trust
California
-$98K -6,000 Closed
IR
170
Invictus RG
Bermuda
-$81K -4,913 Closed
CAG
171
Crestwood Advisors Group
Massachusetts
-$20K -1,300 Closed
PA
172
Perennial Advisors
New York
-$20K -1,200 Closed
Creative Planning
173
Creative Planning
Kansas
-$8K -500 Closed
CG
174
Cutler Group
California
-$6K -400 Closed
AIM
175
Acrospire Investment Management
Illinois
-$4K -218 Closed

BPFH Hedge Fund Activity: Q2 2017 in Review

160 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2017, worth a combined $1.18B — down 6.7% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BPFH and 11 opened new positions — a net loss of 8 holders — while 59 trimmed existing stakes and 62 added.

The largest buyer was American Century Companies, adding an estimated $4.44M. The largest seller was Thompson Siegel & Walmsley, cutting an estimated $3.02M.

  • 160 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2017, down from 170 in Q1 2017.
  • Funds reported $1.18B of Boston Private Financial Holdings, Inc. stock for Q2 2017, down 6.7% quarter-over-quarter.
  • 11 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2017 and 19 closed out, a net change of -8 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2017 was American Century Companies, an estimated $4.44M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2017 was Thompson Siegel & Walmsley, an estimated $3.02M sold.

Based on aggregated 13F filings for Q2 2017.