Boston Private Financial Holdings, Inc.
BPFHP
BPFHP was delisted on the 14th of June, 2018.
4 hedge funds and large institutions have $2.81M invested in Boston Private Financial Holdings, Inc. in 2015 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 5 closing their positions.
50% less capital invested
Capital invested by funds: $5.6M → $2.81M (-$2.79M)
56% less funds holding
Funds holding: 9 → 4 (-5)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$2.47M |
| 2 |
6CM
683 Capital Management
New York
|
-$386K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$10K |
| 4 |
Citigroup
New York
|
-$9K |
| 5 |
AF
Aldebaran Financial
|
-$5.13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Aldebaran Financial
| $1.45M | -$5.13K | -200 | -0.4% |
|
|
HCM
2
Highlander Capital Management
Short Hills,
New Jersey
| $526K | – | – | – |
|
|
CW
3
Cobiz Wealth
Denver,
Colorado
| $440K | – | – | – |
|
|
ARMC
4
American Research & Management Company
Marion,
Massachusetts
| $387K | -$2.56K | -100 | -0.7% |
|
|
NIMC
5
NWQ Investment Management Company
Los Angeles,
California
| – | -$2.47M | -98,900 | Closed |
|
|
6CM
6
683 Capital Management
New York
| – | -$386K | -15,358 | Closed |
|
|
7
Wells Fargo
San Francisco,
California
| – | -$10K | -400 | Closed |
|
|
8
Citigroup
New York
| – | -$9K | -375 | Closed |
|
BPFHP Hedge Fund Activity: Q1 2015 in Review
4 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFHP) for Q1 2015, worth a combined $2.81M — down 50% from $5.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BPFHP and 0 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 0 added.
The largest seller was NWQ Investment Management Company, exiting entirely with an estimated $2.47M sold.
- 4 institutional investors held Boston Private Financial Holdings, Inc. (BPFHP) as of Q1 2015, down from 9 in Q4 2014.
- Funds reported $2.81M of Boston Private Financial Holdings, Inc. stock for Q1 2015, down 50% quarter-over-quarter.
- 0 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2015 and 5 closed out, a net change of -5 holders.
- The largest Boston Private Financial Holdings, Inc. seller in Q1 2015 was NWQ Investment Management Company, an estimated $2.47M sold.
Based on aggregated 13F filings for Q1 2015.