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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

175 hedge funds and large institutions have $845M invested in Boston Private Financial Holdings, Inc. in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

1% more funds holding

Funds holding: 173175 (+2)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

4% more capital invested

Capital invested by funds: $810M → $845M (+$35.4M)

Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
61
Reduced
51
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
Advisor Group
Arizona
$20K +$21.1K +1,846 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$18K +$4.33K +379 +29%
PFBT
153
Parkside Financial Bank & Trust
Missouri
$16K +$114 +10 +0.7%
TRCT
154
Tower Research Capital (TRC)
New York
$14K +$14.8K +1,293 New
TCOV
155
Trust Company of Vermont
Vermont
$12K
US Bancorp
156
US Bancorp
Minnesota
$10K
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$10K +$10.7K +936 New
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$9K +$6.64K +581 New
PCM
159
Prelude Capital Management
New York
$8K +$7.93K +694 New
CAM
160
ClariVest Asset Management
California
$7K -$175K -15,305 -96%
AQA
161
Alpha Quant Advisors
Texas
$6K +$6.4K +560 New
PA
162
Parallel Advisors
California
$5K
WAM
163
Wealthspire Advisors (Maryland)
Maryland
$2K -$411 -36 -14%
HR
164
Howe & Rusling
New York
$2K -$183 -16 -7%
GAM
165
Gemmer Asset Management
California
$2K
FRA
166
Front Row Advisors
California
$1K
QCG
167
Quadrant Capital Group
Ohio
$1K
TWA
168
TCI Wealth Advisors
Arizona
$1K
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$1K +$823 +72 New
HGWM
170
Harvest Group Wealth Management
Massachusetts
$1K +$1.34K +117 New
ACA
171
Anchor Capital Advisors
Massachusetts
$128 -$28.8K -2,520 -18%
GT
172
Glenmede Trust
Pennsylvania
$22 +$1.1K +96 +5%
CRM
173
Cramer Rosenthal McGlynn
Connecticut
-$7.24M -684,660 Closed
BIM
174
Bogle Investment Management
Massachusetts
-$2.2M -208,124 Closed
3C
175
361 Capital
Colorado
-$2.12M -200,977 Closed

BPFH Hedge Fund Activity: Q1 2019 in Review

175 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2019, worth a combined $845M — up 4.4% from $810M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BPFH positions and 22 closed out — a net gain of 2 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Invesco, adding an estimated $13.3M. The largest seller was Millennium Management, cutting an estimated $11.5M.

  • 175 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2019, up from 173 in Q4 2018.
  • Funds reported $845M of Boston Private Financial Holdings, Inc. stock for Q1 2019, up 4.4% quarter-over-quarter.
  • 24 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2019 and 22 closed out, a net change of +2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2019 was Invesco, an estimated $13.3M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2019 was Millennium Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2019.