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BPFHW

Boston Private Financial Holdings, Inc. WTS
BPFHW

Delisted

BPFHW was delisted on the 15th of November, 2018.

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3 hedge funds and large institutions have $7.46M invested in Boston Private Financial Holdings, Inc. WTS in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

37% less capital invested

Capital invested by funds: $11.9M → $7.46M (-$4.47M)

40% less funds holding

Funds holding: 5 → 3 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
3
Holders Change
-2
Holders Change %
-40%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CL
CSS LLC
Illinois
+$176K
2
UBS Group
UBS Group
Switzerland
+$375

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$1.75M
2
MC
Moors & Cabot
Massachusetts
-$103K
3
Bank of America
Bank of America
North Carolina
-$61K
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1
CSS LLC
Illinois
$5.08M +$176K +19,319 +3%
WAM
2
Wolverine Asset Management
Illinois
$2.37M -$1.75M -191,414 -39%
UBS Group
3
UBS Group
Switzerland
$8K +$375 +41 +4%
MC
4
Moors & Cabot
Massachusetts
– -$103K -10,000 Closed
Bank of America
5
Bank of America
North Carolina
– -$61K -5,900 Closed

BPFHW Hedge Fund Activity: Q3 2018 in Review

3 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. WTS (BPFHW) for Q3 2018, worth a combined $7.46M — down 37% from $11.9M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of BPFHW and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.

The largest buyer was CSS LLC, adding an estimated $176K. The largest seller was Wolverine Asset Management, cutting an estimated $1.75M.

  • 3 institutional investors held Boston Private Financial Holdings, Inc. WTS (BPFHW) as of Q3 2018, down from 5 in Q2 2018.
  • Funds reported $7.46M of Boston Private Financial Holdings, Inc. WTS stock for Q3 2018, down 37% quarter-over-quarter.
  • 0 funds opened new Boston Private Financial Holdings, Inc. WTS positions in Q3 2018 and 2 closed out, a net change of -2 holders.
  • The largest Boston Private Financial Holdings, Inc. WTS buyer in Q3 2018 was CSS LLC, an estimated $176K added.
  • The largest Boston Private Financial Holdings, Inc. WTS seller in Q3 2018 was Wolverine Asset Management, an estimated $1.75M sold.

Based on aggregated 13F filings for Q3 2018.