Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
164 hedge funds and large institutions have $1.19B invested in Boston Private Financial Holdings, Inc. in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 17 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 55
0% less capital invested
Capital invested by funds: $1.19B → $1.19B (-$998K)
1% less funds holding
Funds holding: 165 → 164 (-1)
6% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 17
53% less call options, than puts
Call options by funds: $257K | Put options by funds: $550K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$24.5M |
| 2 |
BlackRock
New York
|
+$8.61M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$5.09M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$4.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$9.92M |
| 2 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$7.72M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$5.22M |
| 4 |
RA
Royce & Associates
New York
|
-$4.33M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$3.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Tudor Investment Corp
Stamford,
Connecticut
| – | -$167K | -10,830 | Closed |
|
|
LRIA
177
Leonard Rickey Investment Advisors
Yakima,
Washington
| – | -$155K | -10,057 | Closed |
|
|
MAM
178
Meeder Asset Management
Dublin,
Ohio
| – | -$67K | -4,366 | Closed |
|
|
STA
179
Summit Trail Advisors
New York
| – | -$5K | -311 | Closed |
|
180
AssetMark Inc
Concord,
California
| – | -$1K | -68 | Closed |
|
BPFH Hedge Fund Activity: Q1 2018 in Review
164 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2018, worth a combined $1.19B — down 0.08% from $1.19B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of BPFH and 16 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 64 added.
The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $24.5M. The largest seller was Victory Capital Management, exiting entirely with an estimated $9.92M sold.
- 164 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2018, down from 165 in Q4 2017.
- Funds reported $1.19B of Boston Private Financial Holdings, Inc. stock for Q1 2018, down 0.08% quarter-over-quarter.
- 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2018 and 17 closed out, a net change of -1 holder.
- The largest Boston Private Financial Holdings, Inc. buyer in Q1 2018 was Cramer Rosenthal McGlynn, an estimated $24.5M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q1 2018 was Victory Capital Management, an estimated $9.92M sold.
Based on aggregated 13F filings for Q1 2018.