We are live on ! Find out more
BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

164 hedge funds and large institutions have $1.19B invested in Boston Private Financial Holdings, Inc. in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 55

0% less capital invested

Capital invested by funds: $1.19B → $1.19B (-$998K)

1% less funds holding

Funds holding: 165164 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

53% less call options, than puts

Call options by funds: $257K | Put options by funds: $550K

Holders
164
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
64
Reduced
55
Closed
17
Calls
$257K
Puts
$550K
Net Calls
-$293K
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
26
BNP Paribas Asset Management
France
$9.64M -$940K -61,980 -9%
GI
27
GAMCO Investors
Connecticut
$9.32M -$220K -14,500 -2%
GIP
28
Granite Investment Partners
California
$9.17M -$193K -12,720 -2%
Deutsche Bank
29
Deutsche Bank
Germany
$8.16M +$3.46M +227,884 +72%
Citadel Advisors
30
Citadel Advisors
Florida
$7.61M +$5.9M +389,254 +335%
Invesco
31
Invesco
Georgia
$7.29M +$627K +41,321 +9%
MCM
32
Maltese Capital Management
New York
$7M +$1.24M +81,650 +21%
NIM
33
Northeast Investment Management
Massachusetts
$6.16M
HA
34
Heartland Advisors
Wisconsin
$5.08M -$5.22M -343,899 -50%
Prudential Financial
35
Prudential Financial
New Jersey
$4.61M +$1.54M +101,720 +50%
New York State Teachers Retirement System (NYSTRS)
36
New York State Teachers Retirement System (NYSTRS)
New York
$4.09M -$33.4K -2,200 -0.8%
Morgan Stanley
37
Morgan Stanley
New York
$3.88M -$1.55M -102,429 -28%
Bank of America
38
Bank of America
North Carolina
$3.74M +$1.35M +88,985 +56%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$3.52M -$70.9K -4,677 -2%
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$3.3M +$1.99M +131,300 +149%
JP Morgan Chase
41
JP Morgan Chase
New York
$3.15M -$140K -9,252 -4%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$3.06M +$60.7K +4,005 +2%
TCIM
43
TIAA CREF Investment Management
New York
$2.95M -$107K -7,059 -3%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$2.9M +$1.29M +85,347 +80%
GC
45
Gillson Capital
Illinois
$2.77M +$2.79M +183,955 New
SCM
46
Signia Capital Management
Washington
$2.69M +$375K +24,722 +16%
PPA
47
Parametric Portfolio Associates
Washington
$2.68M +$97K +6,392 +4%
Legal & General Group
48
Legal & General Group
United Kingdom
$2.63M +$164K +10,839 +7%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$2.61M +$423K +27,903 +19%
PI
50
PineBridge Investments
New York
$2.61M -$88.1K -5,811 -3%

BPFH Hedge Fund Activity: Q1 2018 in Review

164 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2018, worth a combined $1.19B — down 0.08% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BPFH and 16 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 64 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $24.5M. The largest seller was Victory Capital Management, exiting entirely with an estimated $9.92M sold.

  • 164 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2018, down from 165 in Q4 2017.
  • Funds reported $1.19B of Boston Private Financial Holdings, Inc. stock for Q1 2018, down 0.08% quarter-over-quarter.
  • 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2018 and 17 closed out, a net change of -1 holder.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2018 was Cramer Rosenthal McGlynn, an estimated $24.5M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2018 was Victory Capital Management, an estimated $9.92M sold.

Based on aggregated 13F filings for Q1 2018.