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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

153 hedge funds and large institutions have $969M invested in Boston Private Financial Holdings, Inc. in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

8% more capital invested

Capital invested by funds: $894M → $969M (+$75.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 157153 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
153
Holders Change
-4
Holders Change %
-2.55%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
64
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$7.66M +$17.9K +1,398 +0.2%
MCM
27
Maltese Capital Management
New York
$7.59M +$416K +32,457 +6%
AAM
28
Aberdeen Asset Management
United Kingdom
$7.08M +$59K +4,600 +0.9%
KCM
29
Kennedy Capital Management
Missouri
$6.72M -$2.01M -156,982 -24%
RFC
30
Russell Frank Company
Washington
$6.51M +$660K +51,469 +12%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$6.48M +$388K +30,259 +7%
Millennium Management
32
Millennium Management
New York
$5.84M -$7.4M -576,629 -57%
Ameriprise
33
Ameriprise
Minnesota
$5.47M -$80.8K -6,303 -2%
TCIM
34
TIAA CREF Investment Management
New York
$4.91M -$224K -17,433 -5%
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$4.07M -$29.5K -2,300 -0.8%
BIM
36
BlackRock Investment Management
Delaware
$3.98M +$872 +68 +0%
Invesco
37
Invesco
Georgia
$3.94M -$23.6K -1,841 -0.6%
Morgan Stanley
38
Morgan Stanley
New York
$3.75M -$245K -19,121 -6%
Prudential Financial
39
Prudential Financial
New Jersey
$3.44M +$357K +27,850 +12%
PPA
40
Parametric Portfolio Associates
Washington
$3.4M -$69.3K -5,406 -2%
Two Sigma Investments
41
Two Sigma Investments
New York
$3.34M +$1.37M +106,842 +76%
BPBT
42
Boston Private Bank & Trust
Massachusetts
$3.29M -$112K -8,701 -3%
SW
43
SVB Wealth
Massachusetts
$3.29M +$3.13M +244,143 New
GIP
44
Granite Investment Partners
California
$3.25M +$1.18M +92,018 +62%
PFC
45
Phocas Financial Corp
California
$3.22M +$3.07M +239,067 New
Charles Schwab
46
Charles Schwab
California
$3.08M +$102K +7,983 +4%
GH
47
GAM Holding
Switzerland
$2.88M +$119K +9,300 +5%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$2.86M +$222K +17,289 +7%
Deutsche Bank
49
Deutsche Bank
Germany
$2.59M +$791K +61,711 +47%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$2.52M +$501K +39,100 +26%

BPFH Hedge Fund Activity: Q4 2014 in Review

153 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2014, worth a combined $969M — up 8.4% from $894M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BPFH and 13 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 64 added.

The largest buyer was Allianz Asset Management, adding an estimated $11.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $21.5M sold.

  • 153 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2014, down from 157 in Q3 2014.
  • Funds reported $969M of Boston Private Financial Holdings, Inc. stock for Q4 2014, up 8.4% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2014 and 16 closed out, a net change of -3 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2014 was Allianz Asset Management, an estimated $11.6M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2014 was Lord, Abbett & Co, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2014.