We are live on ! Find out more
BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

170 hedge funds and large institutions have $1.26B invested in Boston Private Financial Holdings, Inc. in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

1% more capital invested

Capital invested by funds: $1.25B → $1.26B (+$10.9M)

6% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 63

2% less funds holding

Funds holding: 173170 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $362K

Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
4.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
63
Closed
18
Calls
Puts
$362K
Net Calls
-$362K
Net Calls Change
-$362K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$168M +$170M +10,227,683 +48,173%
Vanguard Group
2
Vanguard Group
Pennsylvania
$125M +$7.44M +446,786 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M +$23.7M +1,422,619 +23%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$85.7M -$2.75M -164,971 -3%
AAM
5
Aberdeen Asset Management
United Kingdom
$56.1M +$4.81M +288,819 +9%
Macquarie Group
6
Macquarie Group
Australia
$46.7M -$294K -17,648 -0.6%
Goldman Sachs
7
Goldman Sachs
New York
$45.5M -$1.86M -111,840 -4%
State Street
8
State Street
Massachusetts
$44.3M +$4.86M +291,949 +12%
Capital World Investors
9
Capital World Investors
California
$32.4M
BFC
10
Banc Funds Company
Illinois
$28.8M
Northern Trust
11
Northern Trust
Illinois
$27.2M +$2.24M +134,634 +9%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$22.9M +$5.32M +319,910 +30%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.8M +$244K +14,659 +1%
Millennium Management
14
Millennium Management
New York
$22.1M -$4.73M -284,388 -17%
TSW
15
Thompson Siegel & Walmsley
Virginia
$20.2M +$280K +16,833 +1%
Ameriprise
16
Ameriprise
Minnesota
$19.8M -$310K -18,634 -2%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$18.2M -$251K -15,050 -1%
GI
18
GAMCO Investors
Connecticut
$17M -$1.6M -96,000 -8%
MCA
19
Mendon Capital Advisors
Florida
$15.7M +$16.5K +990 +0.1%
American Century Companies
20
American Century Companies
Missouri
$15.3M -$899K -54,022 -5%
Victory Capital Management
21
Victory Capital Management
Texas
$15.2M -$63K -3,787 -0.4%
Norges Bank
22
Norges Bank
Norway
$14.9M
ICOM
23
Investment Counselors of Maryland
Maryland
$14.8M -$107K -6,400 -0.7%
RA
24
Royce & Associates
New York
$13.9M -$1.96M -117,500 -12%
HA
25
Heartland Advisors
Wisconsin
$12.9M -$4.82M -289,669 -27%

BPFH Hedge Fund Activity: Q1 2017 in Review

170 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2017, worth a combined $1.26B — up 0.87% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BPFH positions and 18 closed out — a net gain of 4 holders — while 59 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $170M. The largest seller was Invesco, cutting an estimated $6.99M.

  • 170 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2017, down from 173 in Q4 2016.
  • Funds reported $1.26B of Boston Private Financial Holdings, Inc. stock for Q1 2017, up 0.87% quarter-over-quarter.
  • 22 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2017 and 18 closed out, a net change of +4 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2017 was BlackRock, an estimated $170M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2017 was Invesco, an estimated $6.99M sold.

Based on aggregated 13F filings for Q1 2017.