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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

173 hedge funds and large institutions have $931M invested in Boston Private Financial Holdings, Inc. in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

8% more funds holding

Funds holding: 160173 (+13)

6% more capital invested

Capital invested by funds: $876M → $931M (+$54.7M)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
55
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$87.8M -$676K -56,127 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$78.6M +$2.02M +167,778 +3%
Macquarie Group
3
Macquarie Group
Australia
$69.2M +$36.3M +3,014,279 +106%
BFA
4
BlackRock Fund Advisors
California
$63.1M +$1.71M +142,457 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$60M +$2.74M +227,800 +5%
Goldman Sachs
6
Goldman Sachs
New York
$31.5M -$439K -36,491 -1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$29.1M -$1.17M -96,811 -4%
BIT
8
BlackRock Institutional Trust
California
$26.4M +$447K +37,107 +2%
TSW
9
Thompson Siegel & Walmsley
Virginia
$22.7M -$1.26M -104,960 -5%
State Street
10
State Street
Massachusetts
$22.3M -$1.94M -161,272 -8%
AAM
11
Aberdeen Asset Management
United Kingdom
$21.9M +$6.24M +518,386 +39%
Millennium Management
12
Millennium Management
New York
$21.5M -$6.23M -517,295 -22%
BFC
13
Banc Funds Company
Illinois
$21.2M -$279K -23,200 -1%
RA
14
Royce & Associates
New York
$17.6M -$3.28M -272,500 -15%
Northern Trust
15
Northern Trust
Illinois
$16.8M -$572K -47,545 -3%
GI
16
GAMCO Investors
Connecticut
$15.8M -$108K -9,000 -0.7%
American Century Companies
17
American Century Companies
Missouri
$15.7M -$1.82M -151,209 -10%
Ameriprise
18
Ameriprise
Minnesota
$14.5M +$10.1M +838,135 +215%
CRM
19
Cramer Rosenthal McGlynn
Connecticut
$14.2M +$1.92M +159,850 +15%
Capital World Investors
20
Capital World Investors
California
$13.1M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12.4M +$3.13M +260,173 +33%
ICOM
22
Investment Counselors of Maryland
Maryland
$12.4M
MCA
23
Mendon Capital Advisors
Florida
$11.3M -$2.47M -205,280 -18%
Renaissance Technologies
24
Renaissance Technologies
New York
$10.8M +$1.12M +92,900 +11%
MCM
25
Maltese Capital Management
New York
$10.7M -$903K -75,000 -8%

BPFH Hedge Fund Activity: Q2 2016 in Review

173 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2016, worth a combined $931M — up 6.2% from $876M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BPFH positions and 10 closed out — a net gain of 14 holders — while 55 added to existing stakes and 63 trimmed.

The largest buyer was Macquarie Group, adding an estimated $36.3M. The largest seller was Endeavour Capital Advisors, cutting an estimated $10.2M.

  • 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2016, up from 160 in Q1 2016.
  • Funds reported $931M of Boston Private Financial Holdings, Inc. stock for Q2 2016, up 6.2% quarter-over-quarter.
  • 24 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2016 and 10 closed out, a net change of +14 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2016 was Macquarie Group, an estimated $36.3M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2016 was Endeavour Capital Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2016.