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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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6 hedge funds and large institutions have $3.24M invested in Boston Private Financial Holdings, Inc. in 2017 Q4 according to their latest regulatory filings, with 2 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

50% more funds holding

Funds holding: 4 → 6 (+2)

10% more capital invested

Capital invested by funds: $2.94M → $3.24M (+$304K)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
Cobiz Wealth
Colorado
+$237K
2
ARMC
American Research & Management Company
Massachusetts
+$45.6K
3
SIM
Sonora Investment Management
Arizona
+$21.8K
4
GT
Glenmede Trust
Pennsylvania
+$3.85K

Top Sellers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
-$3.28K
Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
1
American Research & Management Company
Massachusetts
$1.05M +$45.6K +1,780 +5%
CW
2
Cobiz Wealth
Colorado
$877K +$237K +9,250 +37%
KIA
3
KCM Investment Advisors
California
$765K -$3.28K -128 -0.4%
HCM
4
Highlander Capital Management
New Jersey
$521K – – –
SIM
5
Sonora Investment Management
Arizona
$21.8K +$21.8K +850 New
GT
6
Glenmede Trust
Pennsylvania
$3K +$3.85K +150 New

BPFHP Hedge Fund Activity: Q4 2017 in Review

6 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFHP) for Q4 2017, worth a combined $3.24M — up 10% from $2.94M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BPFHP positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Cobiz Wealth, adding an estimated $237K. The largest seller was KCM Investment Advisors, cutting an estimated $3.28K.

  • 6 institutional investors held Boston Private Financial Holdings, Inc. (BPFHP) as of Q4 2017, up from 4 in Q3 2017.
  • Funds reported $3.24M of Boston Private Financial Holdings, Inc. stock for Q4 2017, up 10% quarter-over-quarter.
  • 2 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2017 and 0 closed out, a net change of +2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2017 was Cobiz Wealth, an estimated $237K added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2017 was KCM Investment Advisors, an estimated $3.28K sold.

Based on aggregated 13F filings for Q4 2017.