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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

178 hedge funds and large institutions have $914M invested in Boston Private Financial Holdings, Inc. in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

3% less capital invested

Capital invested by funds: $941M → $914M (-$26.6M)

1% less funds holding

Funds holding: 180178 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $156K

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
68
Reduced
58
Closed
15
Calls
Puts
$156K
Net Calls
-$156K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
151
Mutual of America Capital Management
New York
$36K +$1.06K +94 +3%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$33K +$10.2K +908 +48%
LWCFA
153
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K +$29K +2,574 New
MAM
154
Meeder Asset Management
Ohio
$30K +$29.1K +2,582 New
LIA
155
LS Investment Advisors
Michigan
$29K
VCM
156
Versant Capital Management
Arizona
$20K -$10.6K -945 -35%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$18K -$1.63K -145 -9%
SWA
158
Sutton Wealth Advisors
Florida
$15.5K
TCOV
159
Trust Company of Vermont
Vermont
$13K
Lazard Asset Management
160
Lazard Asset Management
New York
$13K +$13K +1,152 New
US Bancorp
161
US Bancorp
Minnesota
$11K
PA
162
Parallel Advisors
California
$10K
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$9K
BCA
164
Berman Capital Advisors
Georgia
$7K
CAM
165
ClariVest Asset Management
California
$7K
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$5K +$2.68K +238 +131%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$4K
BWP
168
Baldwin Wealth Partners
Massachusetts
$2K -$296K -26,320 -99%
GAM
169
Gemmer Asset Management
California
$2K
HR
170
Howe & Rusling
New York
$2K
TFO
171
Tarbox Family Office
California
$2K
FHA
172
First Horizon Advisors
Tennessee
$2K +$1.55K +138 +138%
QCG
173
Quadrant Capital Group
Ohio
$2K +$2.3K +204 New
TWA
174
TCI Wealth Advisors
Arizona
$1K -$1.64K -146 -70%
FRA
175
Front Row Advisors
California
$1K

BPFH Hedge Fund Activity: Q3 2019 in Review

178 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2019, worth a combined $914M — down 2.8% from $941M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BPFH and 13 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 68 added.

The largest buyer was Select Equity Group, adding an estimated $7.11M. The largest seller was Aberdeen Group, cutting an estimated $9.44M.

  • 178 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2019, down from 180 in Q2 2019.
  • Funds reported $914M of Boston Private Financial Holdings, Inc. stock for Q3 2019, down 2.8% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2019 and 15 closed out, a net change of -2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2019 was Select Equity Group, an estimated $7.11M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2019 was Aberdeen Group, an estimated $9.44M sold.

Based on aggregated 13F filings for Q3 2019.