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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

180 hedge funds and large institutions have $941M invested in Boston Private Financial Holdings, Inc. in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 46

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $845M → $941M (+$95.6M)

3% more funds holding

Funds holding: 175180 (+5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $128K

Holders
180
Holders Change
+5
Holders Change %
+2.86%
% of All Funds
3.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
67
Reduced
46
Closed
20
Calls
Puts
$128K
Net Calls
-$128K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$57K +$35K +3,118 +186%
QT
152
Quantamental Technologies
New York
$38K -$25.7K -2,288 -42%
MOACM
153
Mutual of America Capital Management
New York
$36K +$6.85K +610 +25%
VCM
154
Versant Capital Management
Arizona
$32K -$20.1K -1,786 -40%
LIA
155
LS Investment Advisors
Michigan
$30K
MSE
156
MUFG Securities EMEA
United Kingdom
$25K -$768K -68,397 -97%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$23K +$10.8K +963 +103%
PFBT
158
Parkside Financial Bank & Trust
Missouri
$20K +$2.81K +250 +17%
SWA
159
Sutton Wealth Advisors
Florida
$16K +$14.9K +1,328 New
BWM
160
Baystate Wealth Management
Massachusetts
$14K -$13K -1,158 -49%
TCOV
161
Trust Company of Vermont
Vermont
$13K
US Bancorp
162
US Bancorp
Minnesota
$11K
PA
163
Parallel Advisors
California
$10K +$4.39K +391 +91%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$9K
CAM
165
ClariVest Asset Management
California
$8K
BCA
166
Berman Capital Advisors
Georgia
$8K +$7.54K +671 New
PCP
167
Proficio Capital Partners
Massachusetts
$5K +$4.98K +443 New
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$4K +$3.62K +322 New
TWA
169
TCI Wealth Advisors
Arizona
$3K +$1.57K +140 +206%
HR
170
Howe & Rusling
New York
$2K -$157 -14 -7%
GAM
171
Gemmer Asset Management
California
$2K
TFO
172
Tarbox Family Office
California
$2K +$1.65K +147 New
LTFS
173
Ladenburg Thalmann Financial Services
Florida
$2K +$2.04K +182 New
Toronto Dominion Bank
174
Toronto Dominion Bank
Ontario, Canada
$1K +$809 +72 +100%
FRA
175
Front Row Advisors
California
$1K

BPFH Hedge Fund Activity: Q2 2019 in Review

180 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2019, worth a combined $941M — up 11% from $845M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BPFH positions and 20 closed out — a net gain of 9 holders — while 67 added to existing stakes and 46 trimmed.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $11.3M. The largest seller was Macquarie Group, exiting entirely with an estimated $28M sold.

  • 180 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2019, up from 175 in Q1 2019.
  • Funds reported $941M of Boston Private Financial Holdings, Inc. stock for Q2 2019, up 11% quarter-over-quarter.
  • 29 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2019 and 20 closed out, a net change of +9 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2019 was Maltese Capital Management, an estimated $11.3M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2019 was Macquarie Group, an estimated $28M sold.

Based on aggregated 13F filings for Q2 2019.