Boston Private Financial Holdings, Inc.
BPFHP
BPFHP was delisted on the 14th of June, 2018.
9 hedge funds and large institutions have $6.09M invested in Boston Private Financial Holdings, Inc. in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
1% less capital invested
Capital invested by funds: $6.12M → $6.09M (-$30.7K)
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
|
+$398K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.7K |
| 3 |
ARMC
American Research & Management Company
Marion,
Massachusetts
|
+$7.44K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$248 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
6CM
683 Capital Management
New York
|
-$201K |
| 2 |
HCM
Highlander Capital Management
Short Hills,
New Jersey
|
-$186K |
| 3 |
AF
Aldebaran Financial
|
-$37.8K |
| 4 |
CW
Cobiz Wealth
Denver,
Colorado
|
-$12.4K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIMC
1
NWQ Investment Management Company
Los Angeles,
California
| $2.68M | +$398K | +16,050 | +18% |
|
|
AF
2
Aldebaran Financial
| $1.18M | -$37.8K | -1,525 | -3% |
|
|
6CM
3
683 Capital Management
New York
| $871K | -$201K | -8,105 | -19% |
|
|
HCM
4
Highlander Capital Management
Short Hills,
New Jersey
| $573K | -$186K | -7,500 | -24% |
|
|
CW
5
Cobiz Wealth
Denver,
Colorado
| $423K | -$12.4K | -500 | -3% |
|
|
ARMC
6
American Research & Management Company
Marion,
Massachusetts
| $344K | +$7.44K | +300 | +2% |
|
|
7
Ameriprise
Minneapolis,
Minnesota
| $17K | +$16.7K | +675 | New |
|
8
Wells Fargo
San Francisco,
California
| $10K | – | – | – |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $2K | +$248 | +10 | +13% |
|
|
U
10
UBS
Zurich,
Switzerland
| – | -$3K | -137 | Closed |
|
BPFHP Hedge Fund Activity: Q3 2014 in Review
9 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFHP) for Q3 2014, worth a combined $6.09M — down 0.5% from $6.12M a quarter earlier.
Fund positioning in BPFHP was balanced in Q3 2014: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was NWQ Investment Management Company, adding an estimated $398K. The largest seller was 683 Capital Management, cutting an estimated $201K.
- 9 institutional investors held Boston Private Financial Holdings, Inc. (BPFHP) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $6.09M of Boston Private Financial Holdings, Inc. stock for Q3 2014, down 0.5% quarter-over-quarter.
- 1 fund opened new Boston Private Financial Holdings, Inc. positions in Q3 2014 and 1 closed out, a net change of 0 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q3 2014 was NWQ Investment Management Company, an estimated $398K added.
- The largest Boston Private Financial Holdings, Inc. seller in Q3 2014 was 683 Capital Management, an estimated $201K sold.
Based on aggregated 13F filings for Q3 2014.