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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

165 hedge funds and large institutions have $1.19B invested in Boston Private Financial Holdings, Inc. in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

6% more funds holding

Funds holding: 156165 (+9)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$78.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $541K

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
66
Reduced
52
Closed
10
Calls
Puts
$541K
Net Calls
-$541K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
151
Trust Company of Vermont
Vermont
$17K
MIFH
152
Migdal Insurance & Financial Holdings
Israel
$15K -$36.8K -2,308 -70%
PA
153
Parallel Advisors
California
$10K
STA
154
Summit Trail Advisors
New York
$5K +$4.96K +311 New
QCG
155
Quadrant Capital Group
Ohio
$4K
LTFS
156
Ladenburg Thalmann Financial Services
Florida
$4K +$638 +40 +18%
HR
157
Howe & Rusling
New York
$3K
US Bancorp
158
US Bancorp
Minnesota
$3K
GAM
159
Gemmer Asset Management
California
$1K
PFBT
160
Parkside Financial Bank & Trust
Missouri
$1K
TWA
161
TCI Wealth Advisors
Arizona
$1K
WAM
162
Wealthspire Advisors (Maryland)
Maryland
$1K +$494 +31 +56%
AssetMark Inc
163
AssetMark Inc
California
$1K +$1.08K +68 New
FRA
164
Front Row Advisors
California
$1K +$1.21K +76 New
PFC
165
Phocas Financial Corp
California
-$5K -320,118 Closed
NFA
166
Nationwide Fund Advisors
Ohio
-$1.16M -70,309 Closed
SAM
167
Shell Asset Management
Netherlands
-$983K -59,387 Closed
GC
168
Guggenheim Capital
Illinois
-$266K -16,016 Closed
TSS
169
Two Sigma Securities
New York
-$240K -14,502 Closed
Squarepoint
170
Squarepoint
New York
-$207K -12,535 Closed
N
171
Natixis
France
-$203K -12,247 Closed
Federated Hermes
172
Federated Hermes
Pennsylvania
-$50K -2,994 Closed
NIT
173
NumerixS Investment Technologies
British Columbia, Canada
-$30K -1,800 Closed
IA
174
IFP Advisors
Florida
-$877 -55 Closed

BPFH Hedge Fund Activity: Q4 2017 in Review

165 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2017, worth a combined $1.19B — down 6.2% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BPFH positions and 10 closed out — a net gain of 11 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $9.17M. The largest seller was Fidelity Investments, cutting an estimated $10.2M.

  • 165 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2017, up from 156 in Q3 2017.
  • Funds reported $1.19B of Boston Private Financial Holdings, Inc. stock for Q4 2017, down 6.2% quarter-over-quarter.
  • 21 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2017 and 10 closed out, a net change of +11 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2017 was BlackRock, an estimated $9.17M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2017 was Fidelity Investments, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2017.