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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

BPFH was delisted on the 30th of June, 2021.

151 hedge funds and large institutions have $875M invested in Boston Private Financial Holdings, Inc. in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $779M → $875M (+$96M)

6% more funds holding

Funds holding: 143151 (+8)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
52
Reduced
57
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
Maltese Capital Management
New York
$7.67M -$424K -36,600 -6%
BA
27
BlackRock Advisors
Delaware
$7.6M -$2.54M -219,338 -27%
American Century Companies
28
American Century Companies
Missouri
$6.63M -$939K -80,948 -13%
WMSA
29
Weiss Multi-Strategy Advisers
New York
$6.31M
Principal Financial Group
30
Principal Financial Group
Iowa
$6.17M +$338K +29,116 +6%
AAM
31
Aberdeen Asset Management
United Kingdom
$5.48M -$303K -26,100 -6%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$5.13M +$459K +39,583 +11%
Morgan Stanley
33
Morgan Stanley
New York
$5.07M +$762K +65,736 +20%
TCIM
34
TIAA CREF Investment Management
New York
$5.07M
RFC
35
Russell Frank Company
Washington
$5.01M +$508K +43,825 +12%
New York State Teachers Retirement System (NYSTRS)
36
New York State Teachers Retirement System (NYSTRS)
New York
$4.04M -$159K -13,700 -4%
Ameriprise
37
Ameriprise
Minnesota
$4.01M +$117K +10,102 +3%
BIM
38
BlackRock Investment Management
Delaware
$3.96M -$72K -6,205 -2%
HHC
39
Hutchin Hill Capital
New York
$3.91M -$348K -30,000 -9%
O
40
OppenheimerFunds
New York
$3.48M +$3.2M +275,690 New
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$3.04M +$24K +2,066 +0.9%
JP Morgan Chase
42
JP Morgan Chase
New York
$2.8M -$663K -57,211 -21%
BPBT
43
Boston Private Bank & Trust
Massachusetts
$2.75M -$4.29K -370 -0.2%
Charles Schwab
44
Charles Schwab
California
$2.56M +$97.9K +8,441 +4%
GI
45
GAMCO Investors
Connecticut
$2.47M
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.45M +$30.2K +2,600 +1%
SCM
47
Signia Capital Management
Washington
$2.41M -$7.43K -641 -0.3%
Prudential Financial
48
Prudential Financial
New Jersey
$2.38M -$84.7K -7,300 -4%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$2.36M
Renaissance Technologies
50
Renaissance Technologies
New York
$2.23M +$297K +25,600 +17%

BPFH Hedge Fund Activity: Q4 2013 in Review

151 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2013, worth a combined $875M — up 12% from $779M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BPFH positions and 7 closed out — a net gain of 8 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $5.16M. The largest seller was Lord, Abbett & Co, cutting an estimated $10.5M.

  • 151 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2013, up from 143 in Q3 2013.
  • Funds reported $875M of Boston Private Financial Holdings, Inc. stock for Q4 2013, up 12% quarter-over-quarter.
  • 15 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2013 and 7 closed out, a net change of +8 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2013 was Bank of New York Mellon, an estimated $5.16M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2013 was Lord, Abbett & Co, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2013.