Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
174 hedge funds and large institutions have $1.03B invested in Boston Private Financial Holdings, Inc. in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 36 closing their positions.
57% more capital invested
Capital invested by funds: $653M → $1.03B (+$375M)
17% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 36
3% more funds holding
Funds holding: 169 → 174 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
19% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 62
74% less call options, than puts
Call options by funds: $148K | Put options by funds: $567K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIC
Water Island Capital
New York
|
+$36.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$33.9M |
| 3 |
Millennium Management
New York
|
+$33.3M |
| 4 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$26.9M |
| 5 |
OP
Omni Partners
London,
United Kingdom
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$66.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$21.2M |
| 3 |
Bank of New York Mellon
New York
|
-$20.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.6M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$14.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
CIBC Asset Management
Toronto,
Ontario, Canada
| – | -$88K | -10,472 | Closed |
|
202
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| – | -$72K | -8,469 | Closed |
|
|
SFS
203
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$71K | -8,428 | Closed |
|
204
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$55K | -6,467 | Closed |
|
205
Simplex Trading
Chicago,
Illinois
| – | -$35.7K | -2,675 | Closed |
|
|
VCG
206
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$10K | -1,135 | Closed |
|
|
PWPS
207
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$5K | -565 | Closed |
|
|
ABC
208
Associated Banc-Corp
Green Bay,
Wisconsin
| – | -$4K | -444 | Closed |
|
|
FTDI
209
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$3K | -340 | Closed |
|
BPFH Hedge Fund Activity: Q1 2021 in Review
174 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2021, worth a combined $1.03B — up 57% from $653M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new BPFH positions and 36 closed out — a net gain of 6 holders — while 50 added to existing stakes and 62 trimmed.
The largest buyer was Water Island Capital, opening a new position worth an estimated $36.2M. The largest seller was Wellington Management Group, cutting an estimated $66.4M.
- 174 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2021, up from 169 in Q4 2020.
- Funds reported $1.03B of Boston Private Financial Holdings, Inc. stock for Q1 2021, up 57% quarter-over-quarter.
- 42 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2021 and 36 closed out, a net change of +6 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q1 2021 was Water Island Capital, an estimated $36.2M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q1 2021 was Wellington Management Group, an estimated $66.4M sold.
Based on aggregated 13F filings for Q1 2021.