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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 $810M invested in Boston Private Financial Holdings, Inc. in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

7% more funds holding

Funds holding: 161173 (+12)

26% less capital invested

Capital invested by funds: $1.09B → $810M (-$283M)

Holders
173
Holders Change
+12
Holders Change %
+7.45%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
55
Reduced
49
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
151
Mutual of America Capital Management
New York
$22K +$6.05K +481 +30%
SWA
152
Sutton Wealth Advisors
Florida
$21.6K
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$21.2K -$36.8K -2,929 -59%
PFBT
154
Parkside Financial Bank & Trust
Missouri
$15K +$17.3K +1,377 +2,700%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$14K -$12.1K -961 -43%
PRC
156
Pearl River Capital
Michigan
$14K +$16.4K +1,307 New
TCOV
157
Trust Company of Vermont
Vermont
$12K
CG
158
Cutler Group
California
$10K -$22.6K -1,800 -64%
US Bancorp
159
US Bancorp
Minnesota
$10K +$2.23K +177 +24%
QI
160
QS Investors
New York
$6K +$6.29K +500 New
MNBTD
161
Moody National Bank Trust Division
Texas
$5K +$5.54K +441 New
PA
162
Parallel Advisors
California
$4K
WAM
163
Wealthspire Advisors (Maryland)
Maryland
$3K +$1.26K +100 +61%
GAM
164
Gemmer Asset Management
California
$2K -$956 -76 -27%
JA
165
JOYN Advisors
Georgia
$2K +$679 +54 +33%
HR
166
Howe & Rusling
New York
$2K +$868 +69 +44%
QCG
167
Quadrant Capital Group
Ohio
$1K -$1.41K -112 -39%
FRA
168
Front Row Advisors
California
$1K
TWA
169
TCI Wealth Advisors
Arizona
$1K
LPC
170
Loeb Partners Corp
New York
$1K +$1.26K +100 New
GT
171
Glenmede Trust
Pennsylvania
$20 +$24.3K +1,935 New
American Century Companies
172
American Century Companies
Missouri
-$16.2M -1,187,342 Closed
GC
173
Gillson Capital
Illinois
-$3.49M -255,631 Closed
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
-$2.99M -219,200 Closed
MCM
175
Maltese Capital Management
New York
-$2.5M -182,758 Closed

BPFH Hedge Fund Activity: Q4 2018 in Review

173 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2018, worth a combined $810M — down 26% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BPFH positions and 23 closed out — a net gain of 13 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $20.5M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $51.8M.

  • 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2018, up from 161 in Q3 2018.
  • Funds reported $810M of Boston Private Financial Holdings, Inc. stock for Q4 2018, down 26% quarter-over-quarter.
  • 36 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2018 and 23 closed out, a net change of +13 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2018 was Boston Partners, an estimated $20.5M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2018 was Cramer Rosenthal McGlynn, an estimated $51.8M sold.

Based on aggregated 13F filings for Q4 2018.