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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

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160 hedge funds and large institutions have $876M invested in Boston Private Financial Holdings, Inc. in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 44

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 156 → 160 (+4)

2% more capital invested

Capital invested by funds: $861M → $876M (+$15M)

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
71
Reduced
44
Closed
13
Calls
$115K
Puts
–
Net Calls
+$115K
Net Calls Change
+$115K

Top Buyers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$11.1M
2
ECA
Endeavour Capital Advisors
Connecticut
+$10.2M
3
MPAM
Monarch Partners Asset Management
Massachusetts
+$3.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45M
5
AAM
Aberdeen Asset Management
United Kingdom
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$10.4M
2
PIM
Perkins Investment Management
Illinois
-$5.45M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$5.14M
4
JAM
Jacobs Asset Management
New York
-$4.82M
5
HA
Heartland Advisors
Wisconsin
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$9.44M +$2.3M +217,900 +36%
William Blair Investment Management
27
William Blair Investment Management
Illinois
$9.4M +$296K +28,033 +4%
Norges Bank
28
Norges Bank
Norway
$9.14M – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$9.11M +$434K +41,107 +5%
PIM
30
Perkins Investment Management
Illinois
$8.85M -$5.45M -515,672 -40%
Prudential Financial
31
Prudential Financial
New Jersey
$8.13M -$259K -24,500 -3%
Deutsche Bank
32
Deutsche Bank
Germany
$7.6M +$74.7K +7,072 +1%
Principal Financial Group
33
Principal Financial Group
Iowa
$6.68M +$227K +21,505 +4%
BNP Paribas Asset Management
34
BNP Paribas Asset Management
France
$6.58M -$1.45M -137,039 -19%
GIP
35
Granite Investment Partners
California
$6.32M +$100K +9,465 +2%
FAM
36
Fred Alger Management
New York
$4.84M -$349K -33,032 -7%
NIM
37
Northeast Investment Management
Massachusetts
$4.73M – – –
Ameriprise
38
Ameriprise
Minnesota
$4.46M +$64.2K +6,077 +2%
TCIM
39
TIAA CREF Investment Management
New York
$4.32M +$118K +11,170 +3%
Charles Schwab
40
Charles Schwab
California
$4.13M +$914K +86,559 +32%
BIM
41
BlackRock Investment Management
Delaware
$4.07M +$138K +13,063 +4%
CS
42
Credit Suisse
Switzerland
$4.05M -$1.3M -123,419 -26%
MPAM
43
Monarch Partners Asset Management
Massachusetts
$4.01M +$3.7M +350,610 New
CAM
44
Cortina Asset Management
Wisconsin
$3.89M +$181K +17,168 +5%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$3.43M – – –
Invesco
46
Invesco
Georgia
$3.35M +$697K +66,029 +29%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$2.89M +$107K +10,100 +4%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$2.5M +$943K +89,300 +69%
RFC
49
Russell Frank Company
Washington
$2.32M +$1.48M +140,464 +225%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$2.01M +$232K +22,002 +14%
1
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BPFH Hedge Fund Activity: Q1 2016 in Review

160 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2016, worth a combined $876M — up 1.7% from $861M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BPFH positions and 13 closed out — a net gain of 4 holders — while 71 added to existing stakes and 44 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $11.1M. The largest seller was Millennium Management, cutting an estimated $10.4M.

  • 160 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2016, up from 156 in Q4 2015.
  • Funds reported $876M of Boston Private Financial Holdings, Inc. stock for Q1 2016, up 1.7% quarter-over-quarter.
  • 17 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2016 and 13 closed out, a net change of +4 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2016 was Cramer Rosenthal McGlynn, an estimated $11.1M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2016 was Millennium Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2016.