Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
1 hedge funds and large institutions have $1K invested in Boston Private Financial Holdings, Inc. in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 158 closing their positions.
99% less funds holding
Funds holding: 159 → 1 (-158)
99% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 158
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
100% less capital invested
Capital invested by funds: $1.09B → $1K (-$1.09B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$179M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$134M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$76.4M |
| 4 |
State Street
Boston,
Massachusetts
|
-$66.9M |
| 5 |
HAM
HoldCo Asset Management
Fort Lauderdale,
Florida
|
-$45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ST
151
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$5K | -335 | Closed |
|
|
OSAM
152
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$4K | -296 | Closed |
|
|
PAM
153
Panagora Asset Management
Boston,
Massachusetts
| – | -$4K | -267 | Closed |
|
154
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -215 | Closed |
|
|
TFO
155
Tarbox Family Office
Newport Beach,
California
| – | -$3K | -204 | Closed |
|
|
GWS
156
Glassman Wealth Services
Vienna,
Virginia
| – | -$2K | -102 | Closed |
|
|
EI
157
Ellevest Inc
New York
| – | -$1K | -74 | Closed |
|
158
Osaic Holdings
Scottsdale,
Arizona
| – | -$1K | -43 | Closed |
|
BPFH Hedge Fund Activity: Q3 2021 in Review
1 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2021, worth a combined $1K — down 100% from $1.09B a quarter earlier.
Sellers outnumbered buyers: 158 funds closed out of BPFH and 1 opened new positions — a net loss of 157 holders — while 0 trimmed existing stakes and 0 added.
The largest buyer was Cullen/Frost Bankers, opening a new position worth an estimated $1K. The largest seller was BlackRock, exiting entirely with an estimated $179M sold.
- 1 institutional investor held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2021, down from 159 in Q2 2021.
- Funds reported $1K of Boston Private Financial Holdings, Inc. stock for Q3 2021, down 100% quarter-over-quarter.
- 1 fund opened new Boston Private Financial Holdings, Inc. positions in Q3 2021 and 158 closed out, a net change of -157 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q3 2021 was Cullen/Frost Bankers, an estimated $1K added.
- The largest Boston Private Financial Holdings, Inc. seller in Q3 2021 was BlackRock, an estimated $179M sold.
Based on aggregated 13F filings for Q3 2021.