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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 $2.94M invested in Boston Private Financial Holdings, Inc. in 2017 Q3 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

9% more capital invested

Capital invested by funds: $2.69M → $2.94M (+$249K)

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
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
Cobiz Wealth
Colorado
+$205K
2
ARMC
American Research & Management Company
Massachusetts
+$74.4K
3
KIA
KCM Investment Advisors
California
+$14.7K

Top Sellers

Rank Fund Capital Flow
1
HCM
Highlander Capital Management
New Jersey
-$17.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
1
American Research & Management Company
Massachusetts
$1.01M +$74.4K +2,882 +8%
KIA
2
KCM Investment Advisors
California
$769K +$14.7K +570 +2%
CW
3
Cobiz Wealth
Colorado
$640K +$205K +7,950 +47%
HCM
4
Highlander Capital Management
New Jersey
$521K -$17.4K -675 -3%

BPFHP Hedge Fund Activity: Q3 2017 in Review

4 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFHP) for Q3 2017, worth a combined $2.94M — up 9.3% from $2.69M a quarter earlier.

Fund positioning in BPFHP was balanced in Q3 2017: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 1 trimmed.

The largest buyer was Cobiz Wealth, adding an estimated $205K. The largest seller was Highlander Capital Management, cutting an estimated $17.4K.

  • 4 institutional investors held Boston Private Financial Holdings, Inc. (BPFHP) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $2.94M of Boston Private Financial Holdings, Inc. stock for Q3 2017, up 9.3% quarter-over-quarter.
  • 0 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2017 and 0 closed out.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2017 was Cobiz Wealth, an estimated $205K added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2017 was Highlander Capital Management, an estimated $17.4K sold.

Based on aggregated 13F filings for Q3 2017.