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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

169 hedge funds and large institutions have $1.25B invested in Boston Private Financial Holdings, Inc. in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

3% more funds holding

Funds holding: 164169 (+5)

5% more capital invested

Capital invested by funds: $1.19B → $1.25B (+$59.2M)

61% less call options, than puts

Call options by funds: $179K | Put options by funds: $458K

Holders
169
Holders Change
+5
Holders Change %
+3.05%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
57
Reduced
50
Closed
11
Calls
$179K
Puts
$458K
Net Calls
-$279K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$41K
LIA
152
LS Investment Advisors
Michigan
$40K
GT
153
Glenmede Trust
Pennsylvania
$25K -$4.52K -275 -15%
TCOV
154
Trust Company of Vermont
Vermont
$17K
PA
155
Parallel Advisors
California
$9K
CWA
156
Clarus Wealth Advisors
Arizona
$6K +$6.56K +399 New
MOACM
157
Mutual of America Capital Management
New York
$5K +$5.08K +309 New
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$4K
QCG
159
Quadrant Capital Group
Ohio
$4K
WAM
160
Wealthspire Advisors (Maryland)
Maryland
$4K +$1.05K +64 +39%
JA
161
JOYN Advisors
Georgia
$4K +$1.28K +78 +47%
GAM
162
Gemmer Asset Management
California
$4K +$2.12K +129 +123%
HR
163
Howe & Rusling
New York
$3K
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$2K +$1.64K +100 New
CAW
165
Cornerstone Advisors (Washington)
Washington
$1K
PFBT
166
Parkside Financial Bank & Trust
Missouri
$1K
TWA
167
TCI Wealth Advisors
Arizona
$1K
FRA
168
Front Row Advisors
California
$1
Renaissance Technologies
169
Renaissance Technologies
New York
-$1.46M -97,172 Closed
ZIG
170
Zurich Insurance Group
Switzerland
-$963K -64,000 Closed
SSA
171
Schonfeld Strategic Advisors
New York
-$538K -35,755 Closed
GCM
172
Gator Capital Management
Florida
-$271K -18,000 Closed
Balyasny Asset Management
173
Balyasny Asset Management
Illinois
-$254K -16,895 Closed
Two Sigma Advisers
174
Two Sigma Advisers
New York
-$235K -15,626 Closed
CC
175
Cipher Capital
New York
-$202K -13,413 Closed

BPFH Hedge Fund Activity: Q2 2018 in Review

169 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2018, worth a combined $1.25B — up 5% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BPFH positions and 11 closed out — a net gain of 5 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.8M. The largest seller was American Century Companies, cutting an estimated $8.41M.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2018, up from 164 in Q1 2018.
  • Funds reported $1.25B of Boston Private Financial Holdings, Inc. stock for Q2 2018, up 5% quarter-over-quarter.
  • 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2018 and 11 closed out, a net change of +5 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2018 was Fidelity Investments, an estimated $10.8M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2018 was American Century Companies, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2018.