Boston Private Financial Holdings, Inc.
BPFHP
BPFHP was delisted on the 14th of June, 2018.
11 hedge funds and large institutions have $5.51M invested in Boston Private Financial Holdings, Inc. in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
14% more capital invested
Capital invested by funds: $4.82M → $5.51M (+$690K)
10% more funds holding
Funds holding: 10 → 11 (+1)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$746K |
| 2 |
AF
Aldebaran Financial
|
+$134K |
| 3 |
Citigroup
New York
|
+$10.3K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$6.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.08M |
| 2 |
6CM
683 Capital Management
New York
|
-$607K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$24.4K |
| 4 |
ARMC
American Research & Management Company
Marion,
Massachusetts
|
-$9.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIMC
1
NWQ Investment Management Company
Los Angeles,
California
| $1.68M | +$746K | +32,300 | +81% |
|
|
6CM
2
683 Capital Management
New York
| $1.59M | -$607K | -26,284 | -28% |
|
|
AF
3
Aldebaran Financial
| $867K | +$134K | +5,816 | +19% |
|
|
HCM
4
Highlander Capital Management
Short Hills,
New Jersey
| $655K | – | – | – |
|
|
CW
5
Cobiz Wealth
Denver,
Colorado
| $408K | – | – | – |
|
|
ARMC
6
American Research & Management Company
Marion,
Massachusetts
| $271K | -$9.24K | -400 | -3% |
|
|
7
Citigroup
New York
| $21K | +$10.3K | +445 | +97% |
|
8
Wells Fargo
San Francisco,
California
| $9K | – | – | – |
|
|
U
9
UBS
Zurich,
Switzerland
| $7K | +$6.95K | +301 | New |
|
|
10
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $2.23K | -$1.08M | -46,660 | -33% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $2K | -$24.4K | -1,055 | -94% |
|
BPFHP Hedge Fund Activity: Q1 2014 in Review
11 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFHP) for Q1 2014, worth a combined $5.51M — up 14% from $4.82M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BPFHP positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was NWQ Investment Management Company, adding an estimated $746K. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.08M.
- 11 institutional investors held Boston Private Financial Holdings, Inc. (BPFHP) as of Q1 2014, up from 10 in Q4 2013.
- Funds reported $5.51M of Boston Private Financial Holdings, Inc. stock for Q1 2014, up 14% quarter-over-quarter.
- 1 fund opened new Boston Private Financial Holdings, Inc. positions in Q1 2014 and 0 closed out, a net change of +1 holder.
- The largest Boston Private Financial Holdings, Inc. buyer in Q1 2014 was NWQ Investment Management Company, an estimated $746K added.
- The largest Boston Private Financial Holdings, Inc. seller in Q1 2014 was Manulife (Manufacturers Life Insurance), an estimated $1.08M sold.
Based on aggregated 13F filings for Q1 2014.