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BPFHP

Boston Private Financial Holdings, Inc.
BPFHP

Delisted

BPFHP was delisted on the 14th of June, 2018.

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4 hedge funds and large institutions have $2.48M invested in Boston Private Financial Holdings, Inc. in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

13% more capital invested

Capital invested by funds: $2.19M → $2.48M (+$290K)

0% more funds holding

Funds holding: 4 → 4 (0)

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
+$220K
2
HCM
Highlander Capital Management
New Jersey
+$20.5K

Top Sellers

Rank Fund Capital Flow
1
ARMC
American Research & Management Company
Massachusetts
-$6.39K
Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
1
American Research & Management Company
Massachusetts
$927K -$6.39K -250 -0.7%
KIA
2
KCM Investment Advisors
California
$574K +$220K +8,595 +63%
HCM
3
Highlander Capital Management
New Jersey
$540K +$20.5K +800 +4%
CW
4
Cobiz Wealth
Colorado
$437K – – –

BPFHP Hedge Fund Activity: Q1 2017 in Review

4 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFHP) for Q1 2017, worth a combined $2.48M — up 13% from $2.19M a quarter earlier.

Fund positioning in BPFHP was balanced in Q1 2017: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 1 trimmed.

The largest buyer was KCM Investment Advisors, adding an estimated $220K. The largest seller was American Research & Management Company, cutting an estimated $6.39K.

  • 4 institutional investors held Boston Private Financial Holdings, Inc. (BPFHP) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $2.48M of Boston Private Financial Holdings, Inc. stock for Q1 2017, up 13% quarter-over-quarter.
  • 0 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2017 and 0 closed out.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2017 was KCM Investment Advisors, an estimated $220K added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2017 was American Research & Management Company, an estimated $6.39K sold.

Based on aggregated 13F filings for Q1 2017.