Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
173 hedge funds and large institutions have $1.25B invested in Boston Private Financial Holdings, Inc. in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 10 closing their positions.
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
29% more capital invested
Capital invested by funds: $971M → $1.25B (+$279M)
11% more funds holding
Funds holding: 156 → 173 (+17)
19% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$12.6M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$10.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$10.6M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.97M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$8.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$17.6M |
| 2 |
Bank of New York Mellon
New York
|
-$15.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$12.5M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$5.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Arrowstreet Capital
Boston,
Massachusetts
| – | -$882K | -68,760 | Closed |
|
177
CIBC World Market
Toronto,
Ontario, Canada
| – | -$649K | -50,600 | Closed |
|
|
TC
178
TFS Capital
West Chester,
Pennsylvania
| – | -$241K | -18,760 | Closed |
|
|
ANTB
179
AMG National Trust Bank
Greenwood Village,
Colorado
| – | -$214K | -16,660 | Closed |
|
|
GCIA
180
Gabelli & Co Investment Advisers
Rye,
New York
| – | -$167K | -13,000 | Closed |
|
BPFH Hedge Fund Activity: Q4 2016 in Review
173 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2016, worth a combined $1.25B — up 29% from $971M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new BPFH positions and 10 closed out — a net gain of 20 holders — while 51 added to existing stakes and 63 trimmed.
The largest buyer was Capital World Investors, adding an estimated $12.6M. The largest seller was Perkins Investment Management, cutting an estimated $17.6M.
- 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2016, up from 156 in Q3 2016.
- Funds reported $1.25B of Boston Private Financial Holdings, Inc. stock for Q4 2016, up 29% quarter-over-quarter.
- 30 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2016 and 10 closed out, a net change of +20 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q4 2016 was Capital World Investors, an estimated $12.6M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q4 2016 was Perkins Investment Management, an estimated $17.6M sold.
Based on aggregated 13F filings for Q4 2016.