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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

169 hedge funds and large institutions have $891M invested in Boston Private Financial Holdings, Inc. in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

23% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 52

10% more funds holding

Funds holding: 153169 (+16)

8% less capital invested

Capital invested by funds: $969M → $891M (-$77.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
64
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
26
RS Investment Management
California
$7.33M -$10.5M -851,408 -59%
BNP Paribas Asset Management
27
BNP Paribas Asset Management
France
$6.46M +$6.54M +531,917 New
Principal Financial Group
28
Principal Financial Group
Iowa
$6.42M -$4.51M -366,551 -41%
Hudson Bay Capital Management
29
Hudson Bay Capital Management
Connecticut
$6.41M +$6.49M +527,545 New
GIP
30
Granite Investment Partners
California
$6.32M +$3.42M +278,453 +115%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$6.2M +$361K +29,331 +6%
AAM
32
Aberdeen Asset Management
United Kingdom
$6.15M -$234K -19,000 -4%
RCAMU
33
Rothschild & Co Asset Management US
Connecticut
$5.91M -$1.01M -82,037 -14%
SW
34
SVB Wealth
Massachusetts
$5.9M +$2.97M +241,330 +99%
LI
35
LMCG Investments
Massachusetts
$5.86M -$4.3M -349,302 -42%
KCM
36
Kennedy Capital Management
Missouri
$5.27M -$801K -65,115 -13%
IIM
37
Ironwood Investment Management
Massachusetts
$5.16M -$3.3M -268,647 -39%
KPF
38
K2 Principal Fund
Ontario, Canada
$4.96M +$5.02M +407,895 New
Ameriprise
39
Ameriprise
Minnesota
$4.68M -$258K -20,975 -5%
SC
40
Seawolf Capital
New York
$4.36M +$4.41M +358,788 New
TCIM
41
TIAA CREF Investment Management
New York
$4.33M -$95.8K -7,787 -2%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$3.67M
BIM
43
BlackRock Investment Management
Delaware
$3.64M +$51.3K +4,169 +1%
Invesco
44
Invesco
Georgia
$3.5M -$48.2K -3,918 -1%
Morgan Stanley
45
Morgan Stanley
New York
$3.29M -$94.4K -7,676 -3%
Citadel Advisors
46
Citadel Advisors
Florida
$3.23M +$2.49M +202,657 +320%
EC
47
EJF Capital
Virginia
$3.04M +$3.07M +250,000 New
Renaissance Technologies
48
Renaissance Technologies
New York
$2.99M +$757K +61,528 +33%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$2.98M +$1.05M +85,594 +54%
BPBT
50
Boston Private Bank & Trust
Massachusetts
$2.94M -$34.6K -2,813 -1%

BPFH Hedge Fund Activity: Q1 2015 in Review

169 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2015, worth a combined $891M — down 8% from $969M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BPFH positions and 17 closed out — a net gain of 17 holders — while 64 added to existing stakes and 52 trimmed.

The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $22.1M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $36.8M sold.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2015, up from 153 in Q4 2014.
  • Funds reported $891M of Boston Private Financial Holdings, Inc. stock for Q1 2015, down 8% quarter-over-quarter.
  • 34 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2015 and 17 closed out, a net change of +17 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2015 was Weiss Multi-Strategy Advisers, an estimated $22.1M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2015 was Allianz Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2015.