Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
156 hedge funds and large institutions have $971M invested in Boston Private Financial Holdings, Inc. in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 68 increasing their positions, 47 reducing their positions, and 26 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 47
4% more capital invested
Capital invested by funds: $931M → $971M (+$40.6M)
10% less funds holding
Funds holding: 173 → 156 (-17)
62% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$6.58M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$6.42M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$5.77M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$4.85M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$36.7M |
| 2 |
Millennium Management
New York
|
-$9.21M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$6.85M |
| 4 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$5.22M |
| 5 |
FAM
Fred Alger Management
New York
|
-$4.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$6K | -511 | Closed |
|
|
PCM
177
Prelude Capital Management
New York
| – | -$4K | -300 | Closed |
|
|
WIC
178
Woodmont Investment Counsel
Nashville,
Tennessee
| – | +$273 | +22 | New |
|
|
CHP
179
Cable Hill Partners
Portland,
Oregon
| – | +$409 | +33 | New |
|
BPFH Hedge Fund Activity: Q3 2016 in Review
156 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2016, worth a combined $971M — up 4.4% from $931M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of BPFH and 10 opened new positions — a net loss of 16 holders — while 47 trimmed existing stakes and 68 added.
The largest buyer was BlackRock Fund Advisors, adding an estimated $6.58M. The largest seller was Macquarie Group, cutting an estimated $36.7M.
- 156 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2016, down from 173 in Q2 2016.
- Funds reported $971M of Boston Private Financial Holdings, Inc. stock for Q3 2016, up 4.4% quarter-over-quarter.
- 10 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2016 and 26 closed out, a net change of -16 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $6.58M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q3 2016 was Macquarie Group, an estimated $36.7M sold.
Based on aggregated 13F filings for Q3 2016.