Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
169 hedge funds and large institutions have $1.25B invested in Boston Private Financial Holdings, Inc. in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
14% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 50
3% more funds holding
Funds holding: 164 → 169 (+5)
5% more capital invested
Capital invested by funds: $1.19B → $1.25B (+$59.2M)
61% less call options, than puts
Call options by funds: $179K | Put options by funds: $458K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.8M |
| 2 |
BlackRock
New York
|
+$8.25M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$6.14M |
| 4 |
Rafferty Asset Management
New York
|
+$4.18M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$8.41M |
| 2 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$7.12M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$4.53M |
| 4 |
RA
Royce & Associates
New York
|
-$3.95M |
| 5 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$3.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Verition Fund Management
Greenwich,
Connecticut
| – | -$187K | -12,449 | Closed |
|
|
KI
177
Koch Industries
Wichita,
Kansas
| – | -$171K | -11,345 | Closed |
|
178
Simplex Trading
Chicago,
Illinois
| – | -$12.9K | -787 | Closed |
|
|
IIC
179
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| – | -$2K | -163 | Closed |
|
BPFH Hedge Fund Activity: Q2 2018 in Review
169 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2018, worth a combined $1.25B — up 5% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BPFH positions and 11 closed out — a net gain of 5 holders — while 57 added to existing stakes and 50 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $10.8M. The largest seller was American Century Companies, cutting an estimated $8.41M.
- 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2018, up from 164 in Q1 2018.
- Funds reported $1.25B of Boston Private Financial Holdings, Inc. stock for Q2 2018, up 5% quarter-over-quarter.
- 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2018 and 11 closed out, a net change of +5 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q2 2018 was Fidelity Investments, an estimated $10.8M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q2 2018 was American Century Companies, an estimated $8.41M sold.
Based on aggregated 13F filings for Q2 2018.