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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

BPFH was delisted on the 30th of June, 2021.

180 hedge funds and large institutions have $941M invested in Boston Private Financial Holdings, Inc. in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 46

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $845M → $941M (+$95.6M)

3% more funds holding

Funds holding: 175180 (+5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $128K

Holders
180
Holders Change
+5
Holders Change %
+2.86%
% of All Funds
3.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
67
Reduced
46
Closed
20
Calls
Puts
$128K
Net Calls
-$128K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
176
Harvest Group Wealth Management
Massachusetts
$1K
FHA
177
First Horizon Advisors
Tennessee
$1K +$1.12K +100 New
GT
178
Glenmede Trust
Pennsylvania
$5 -$17.4K -1,550 -76%
Macquarie Group
179
Macquarie Group
Australia
-$28M -2,552,776 Closed
OAM
180
Oxford Asset Management
United Kingdom
-$1.18M -107,470 Closed
SG Americas Securities
181
SG Americas Securities
New York
-$1.13M -102,717 Closed
AIM
182
Assured Investment Management
New York
-$984K -89,794 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
183
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$933K -85,100 Closed
RA
184
Royce & Associates
New York
-$773K -70,574 Closed
Wellington Management Group
185
Wellington Management Group
Massachusetts
-$708K -64,596 Closed
SL
186
Signition LP
New York
-$400K -36,452 Closed
TI
187
Trexquant Investment
Connecticut
-$356K -32,464 Closed
Axa
188
Axa
France
-$338K -30,800 Closed
PIA
189
Piedmont Investment Advisors
North Carolina
-$231K -21,035 Closed
Capital Fund Management (CFM)
190
Capital Fund Management (CFM)
France
-$224K -20,400 Closed
BCM
191
BlueCrest Capital Management
Jersey
-$162K -14,807 Closed
AG
192
Advisor Group
Arizona
-$20K -1,846 Closed
TRCT
193
Tower Research Capital (TRC)
New York
-$14K -1,293 Closed
PCM
194
Prelude Capital Management
New York
-$8K -694 Closed
WAM
195
Wealthspire Advisors (Maryland)
Maryland
-$2K -228 Closed
QCG
196
Quadrant Capital Group
Ohio
-$1K -173 Closed
GWS
197
Glassman Wealth Services
Virginia
+$22 +2 New

BPFH Hedge Fund Activity: Q2 2019 in Review

180 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2019, worth a combined $941M — up 11% from $845M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BPFH positions and 20 closed out — a net gain of 9 holders — while 67 added to existing stakes and 46 trimmed.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $11.3M. The largest seller was Macquarie Group, exiting entirely with an estimated $28M sold.

  • 180 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2019, up from 175 in Q1 2019.
  • Funds reported $941M of Boston Private Financial Holdings, Inc. stock for Q2 2019, up 11% quarter-over-quarter.
  • 29 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2019 and 20 closed out, a net change of +9 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2019 was Maltese Capital Management, an estimated $11.3M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2019 was Macquarie Group, an estimated $28M sold.

Based on aggregated 13F filings for Q2 2019.