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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

157 hedge funds and large institutions have $894M invested in Boston Private Financial Holdings, Inc. in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

6% more funds holding

Funds holding: 148157 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

8% less capital invested

Capital invested by funds: $976M → $894M (-$81.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
58
Reduced
62
Closed
11
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
26
Ironwood Investment Management
Massachusetts
$9.05M -$762K -60,457 -8%
GI
27
GAMCO Investors
Connecticut
$8.43M +$378K +30,000 +5%
KCM
28
Kennedy Capital Management
Missouri
$8.12M -$446K -35,380 -5%
Norges Bank
29
Norges Bank
Norway
$7.53M -$11.3M -898,014 -60%
RCAMU
30
Rothschild & Co Asset Management US
Connecticut
$7.03M -$217K -17,250 -3%
MCM
31
Maltese Capital Management
New York
$6.58M -$369K -29,300 -5%
AAM
32
Aberdeen Asset Management
United Kingdom
$6.45M +$2M +158,300 +44%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$5.59M +$57.9K +4,595 +1%
RFC
34
Russell Frank Company
Washington
$5.35M -$139K -11,020 -2%
Ameriprise
35
Ameriprise
Minnesota
$5.11M -$3.52M -279,385 -40%
TCIM
36
TIAA CREF Investment Management
New York
$4.73M -$80.1K -6,353 -2%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$3.77M -$20.2K -1,600 -0.5%
NI
38
Numeric Investors
Massachusetts
$3.71M +$3.77M +299,001 New
Morgan Stanley
39
Morgan Stanley
New York
$3.69M -$79.8K -6,327 -2%
BIM
40
BlackRock Investment Management
Delaware
$3.66M +$16.4K +1,299 +0.4%
Invesco
41
Invesco
Georgia
$3.65M -$4.53K -359 -0.1%
PPA
42
Parametric Portfolio Associates
Washington
$3.19M +$1.22M +96,937 +60%
BPBT
43
Boston Private Bank & Trust
Massachusetts
$3.14M -$6.3K -500 -0.2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$2.99M -$39.1K -3,100 -1%
Prudential Financial
45
Prudential Financial
New Jersey
$2.81M +$374K +29,685 +15%
Charles Schwab
46
Charles Schwab
California
$2.73M +$62.9K +4,985 +2%
GH
47
GAM Holding
Switzerland
$2.53M +$504K +40,000 +24%
HHC
48
Hutchin Hill Capital
New York
$2.48M
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$2.31M +$89K +7,060 +4%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$2.14M +$2.18M +172,811 New

BPFH Hedge Fund Activity: Q3 2014 in Review

157 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2014, worth a combined $894M — down 8.4% from $976M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BPFH positions and 11 closed out — a net gain of 9 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $23.1M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $16.6M sold.

  • 157 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2014, up from 148 in Q2 2014.
  • Funds reported $894M of Boston Private Financial Holdings, Inc. stock for Q3 2014, down 8.4% quarter-over-quarter.
  • 20 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2014 and 11 closed out, a net change of +9 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2014 was Allianz Asset Management, an estimated $23.1M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2014 was Cramer Rosenthal McGlynn, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2014.