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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 $1.25B invested in Boston Private Financial Holdings, Inc. in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

3% more funds holding

Funds holding: 164169 (+5)

5% more capital invested

Capital invested by funds: $1.19B → $1.25B (+$59.2M)

61% less call options, than puts

Call options by funds: $179K | Put options by funds: $458K

Holders
169
Holders Change
+5
Holders Change %
+3.05%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
57
Reduced
50
Closed
11
Calls
$179K
Puts
$458K
Net Calls
-$279K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
26
GAMCO Investors
Connecticut
$8.48M -$1.41M -86,000 -14%
RA
27
Royce & Associates
New York
$8.24M -$3.95M -240,000 -32%
BNP Paribas Asset Management
28
BNP Paribas Asset Management
France
$7.48M -$2.79M -169,959 -27%
Morgan Stanley
29
Morgan Stanley
New York
$6.66M +$2.65M +160,936 +62%
NIM
30
Northeast Investment Management
Massachusetts
$6.51M
HA
31
Heartland Advisors
Wisconsin
$5.65M +$293K +17,802 +5%
TSW
32
Thompson Siegel & Walmsley
Virginia
$5.37M -$7.12M -433,182 -56%
Deutsche Bank
33
Deutsche Bank
Germany
$5.26M -$3.49M -212,044 -39%
Prudential Financial
34
Prudential Financial
New Jersey
$5.23M +$373K +22,680 +7%
Citadel Advisors
35
Citadel Advisors
Florida
$4.75M -$3.4M -206,766 -41%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$4.21M +$514K +31,285 +13%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$4.2M -$121K -7,348 -3%
Rafferty Asset Management
38
Rafferty Asset Management
New York
$4.05M +$4.18M +254,453 New
JP Morgan Chase
39
JP Morgan Chase
New York
$3.7M +$391K +23,766 +11%
Bank of America
40
Bank of America
North Carolina
$3.59M -$372K -22,622 -9%
PAM
41
Panagora Asset Management
Massachusetts
$3.58M +$1.59M +96,933 +76%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$3.48M
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.27M +$44.1K +2,680 +1%
GC
44
Gillson Capital
Illinois
$3.17M +$253K +15,395 +8%
PPA
45
Parametric Portfolio Associates
Washington
$3.03M +$199K +12,086 +7%
MCM
46
Maltese Capital Management
New York
$3.01M -$4.53M -275,719 -59%
Legal & General Group
47
Legal & General Group
United Kingdom
$2.93M +$151K +9,155 +5%
TCIM
48
TIAA CREF Investment Management
New York
$2.92M -$212K -12,881 -7%
Wells Fargo
49
Wells Fargo
California
$2.86M +$351K +21,367 +13%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$2.84M -$230K -13,960 -7%

BPFH Hedge Fund Activity: Q2 2018 in Review

169 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2018, worth a combined $1.25B — up 5% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BPFH positions and 11 closed out — a net gain of 5 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.8M. The largest seller was American Century Companies, cutting an estimated $8.41M.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2018, up from 164 in Q1 2018.
  • Funds reported $1.25B of Boston Private Financial Holdings, Inc. stock for Q2 2018, up 5% quarter-over-quarter.
  • 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2018 and 11 closed out, a net change of +5 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2018 was Fidelity Investments, an estimated $10.8M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2018 was American Century Companies, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2018.