Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
173 hedge funds and large institutions have $931M invested in Boston Private Financial Holdings, Inc. in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
8% more funds holding
Funds holding: 160 → 173 (+13)
6% more capital invested
Capital invested by funds: $876M → $931M (+$54.7M)
13% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 63
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$36.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.1M |
| 3 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$6.24M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.26M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$10.2M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$9.35M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$8.43M |
| 4 |
Millennium Management
New York
|
-$6.23M |
| 5 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$3.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Nomura Holdings
Tokyo,
Japan
| – | -$234K | -20,445 | Closed |
|
177
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$198K | -17,297 | Closed |
|
|
QT
178
Quantbot Technologies
New York
| – | -$13K | -1,211 | Closed |
|
|
CG
179
Cutler Group
San Francisco,
California
| – | -$9K | -808 | Closed |
|
|
TRCT
180
Tower Research Capital (TRC)
New York
| – | -$6K | -538 | Closed |
|
|
KT
181
Kanaly Trust
Houston,
Texas
| – | +$229 | +19 | New |
|
|
IA
182
IFP Advisors
Tampa,
Florida
| – | +$397 | +33 | New |
|
|
AG
183
Advisor Group
Phoenix,
Arizona
| – | +$758 | +63 | New |
|
BPFH Hedge Fund Activity: Q2 2016 in Review
173 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2016, worth a combined $931M — up 6.2% from $876M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new BPFH positions and 10 closed out — a net gain of 14 holders — while 55 added to existing stakes and 63 trimmed.
The largest buyer was Macquarie Group, adding an estimated $36.3M. The largest seller was Endeavour Capital Advisors, cutting an estimated $10.2M.
- 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2016, up from 160 in Q1 2016.
- Funds reported $931M of Boston Private Financial Holdings, Inc. stock for Q2 2016, up 6.2% quarter-over-quarter.
- 24 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2016 and 10 closed out, a net change of +14 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q2 2016 was Macquarie Group, an estimated $36.3M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q2 2016 was Endeavour Capital Advisors, an estimated $10.2M sold.
Based on aggregated 13F filings for Q2 2016.