Boston Private Financial Holdings, Inc.
BPFHP
BPFHP was delisted on the 14th of June, 2018.
9 hedge funds and large institutions have $5.6M invested in Boston Private Financial Holdings, Inc. in 2014 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 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
8% less capital invested
Capital invested by funds: $6.09M → $5.6M (-$498K)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Aldebaran Financial
|
+$224K |
| 2 |
ARMC
American Research & Management Company
Marion,
Massachusetts
|
+$29.9K |
| 3 |
Citigroup
New York
|
+$9.35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
6CM
683 Capital Management
New York
|
-$492K |
| 2 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$219K |
| 3 |
HCM
Highlander Capital Management
Short Hills,
New Jersey
|
-$74.8K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$17K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIMC
1
NWQ Investment Management Company
Los Angeles,
California
| $2.47M | -$219K | -8,773 | -8% |
|
|
AF
2
Aldebaran Financial
| $1.41M | +$224K | +9,000 | +19% |
|
|
HCM
3
Highlander Capital Management
Short Hills,
New Jersey
| $511K | -$74.8K | -3,000 | -13% |
|
|
CW
4
Cobiz Wealth
Denver,
Colorado
| $425K | – | – | – |
|
|
6CM
5
683 Capital Management
New York
| $386K | -$492K | -19,742 | -56% |
|
|
ARMC
6
American Research & Management Company
Marion,
Massachusetts
| $376K | +$29.9K | +1,200 | +9% |
|
7
Wells Fargo
San Francisco,
California
| $10K | – | – | – |
|
|
8
Citigroup
New York
| $9K | +$9.35K | +375 | New |
|
|
9
Ameriprise
Minneapolis,
Minnesota
| – | -$17K | -675 | Closed |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$2.19K | -88 | -99% |
|
BPFHP Hedge Fund Activity: Q4 2014 in Review
9 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFHP) for Q4 2014, worth a combined $5.6M — down 8.2% from $6.09M a quarter earlier.
Fund positioning in BPFHP was balanced in Q4 2014: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was Aldebaran Financial, adding an estimated $224K. The largest seller was 683 Capital Management, cutting an estimated $492K.
- 9 institutional investors held Boston Private Financial Holdings, Inc. (BPFHP) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $5.6M of Boston Private Financial Holdings, Inc. stock for Q4 2014, down 8.2% quarter-over-quarter.
- 1 fund opened new Boston Private Financial Holdings, Inc. positions in Q4 2014 and 1 closed out, a net change of 0 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q4 2014 was Aldebaran Financial, an estimated $224K added.
- The largest Boston Private Financial Holdings, Inc. seller in Q4 2014 was 683 Capital Management, an estimated $492K sold.
Based on aggregated 13F filings for Q4 2014.