Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
170 hedge funds and large institutions have $1.26B invested in Boston Private Financial Holdings, Inc. in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 18 closing their positions.
22% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 18
1% more capital invested
Capital invested by funds: $1.25B → $1.26B (+$10.9M)
6% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 63
2% less funds holding
Funds holding: 173 → 170 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $362K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$170M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.44M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$5.32M |
| 5 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$4.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$6.99M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$4.82M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$4.79M |
| 4 |
Millennium Management
New York
|
-$4.73M |
| 5 |
Renaissance Technologies
New York
|
-$4.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
176
Trexquant Investment
Stamford,
Connecticut
| – | -$299K | -18,045 | Closed |
|
177
Squarepoint
New York
| – | -$277K | -16,739 | Closed |
|
|
PP
178
Paloma Partners
Greenwich,
Connecticut
| – | -$272K | -16,412 | Closed |
|
179
Capstone Investment Advisors
New York
| – | -$174K | -10,540 | Closed |
|
180
Neuberger Berman Group
New York
| – | -$166K | -10,000 | Closed |
|
|
QT
181
Quantbot Technologies
New York
| – | -$62K | -3,779 | Closed |
|
|
TRCT
182
Tower Research Capital (TRC)
New York
| – | -$18K | -1,048 | Closed |
|
183
Bessemer Group
Woodbridge,
New Jersey
| – | -$8K | -511 | Closed |
|
184
Walleye Trading
New York
| – | -$5K | -300 | Closed |
|
|
TCOV
185
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$1K | -46 | Closed |
|
186
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -44 | Closed |
|
|
RWML
187
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
| – | -$662 | -40 | Closed |
|
|
ASN
188
Advisory Services Network
Atlanta,
Georgia
| – | +$17 | +1 | New |
|
BPFH Hedge Fund Activity: Q1 2017 in Review
170 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2017, worth a combined $1.26B — up 0.87% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new BPFH positions and 18 closed out — a net gain of 4 holders — while 59 added to existing stakes and 63 trimmed.
The largest buyer was BlackRock, adding an estimated $170M. The largest seller was Invesco, cutting an estimated $6.99M.
- 170 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2017, down from 173 in Q4 2016.
- Funds reported $1.26B of Boston Private Financial Holdings, Inc. stock for Q1 2017, up 0.87% quarter-over-quarter.
- 22 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2017 and 18 closed out, a net change of +4 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q1 2017 was BlackRock, an estimated $170M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q1 2017 was Invesco, an estimated $6.99M sold.
Based on aggregated 13F filings for Q1 2017.