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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

173 hedge funds and large institutions have $810M invested in Boston Private Financial Holdings, Inc. in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

7% more funds holding

Funds holding: 161173 (+12)

26% less capital invested

Capital invested by funds: $1.09B → $810M (-$283M)

Holders
173
Holders Change
+12
Holders Change %
+7.45%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
55
Reduced
49
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$5.03M -$1.73M -137,626 -22%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$5M -$721K -57,311 -11%
RA
28
Royce & Associates
New York
$4.88M -$114K -9,032 -2%
Invesco
29
Invesco
Georgia
$4.59M -$613K -48,743 -10%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$4.42M +$2.66M +211,810 +103%
Renaissance Technologies
31
Renaissance Technologies
New York
$4.39M +$3.5M +278,700 +205%
Prudential Financial
32
Prudential Financial
New Jersey
$4.37M +$1.11M +88,341 +27%
NIM
33
Northeast Investment Management
Massachusetts
$4.3M -$32.7K -2,600 -0.6%
Morgan Stanley
34
Morgan Stanley
New York
$3.71M +$2.61M +207,804 +145%
TCIM
35
TIAA CREF Investment Management
New York
$3.34M +$1.36M +107,778 +52%
PPA
36
Parametric Portfolio Associates
Washington
$2.98M +$1.13M +89,758 +47%
Deutsche Bank
37
Deutsche Bank
Germany
$2.95M -$3.96M -314,695 -53%
Two Sigma Investments
38
Two Sigma Investments
New York
$2.76M +$3.28M +260,734 New
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$2.66M -$94.3K -7,500 -3%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$2.62M +$528K +41,963 +20%
Bank of America
41
Bank of America
North Carolina
$2.61M +$115K +9,112 +4%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$2.49M -$296K -23,514 -9%
BIM
43
Bogle Investment Management
Massachusetts
$2.2M +$2.62M +208,124 New
3C
44
361 Capital
Colorado
$2.12M +$2.53M +200,977 New
Legal & General Group
45
Legal & General Group
United Kingdom
$2.1M +$4.14K +329 +0.2%
Wells Fargo
46
Wells Fargo
California
$2.09M +$37.3K +2,968 +2%
OAM
47
Oxford Asset Management
United Kingdom
$1.96M +$2.33M +185,653 New
SCM
48
Signia Capital Management
Washington
$1.91M +$49K +3,897 +2%
Assenagon Asset Management
49
Assenagon Asset Management
Luxembourg
$1.76M +$2.1M +166,929 New
TA
50
Teachers Advisors
New York
$1.74M +$73K +5,804 +4%

BPFH Hedge Fund Activity: Q4 2018 in Review

173 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2018, worth a combined $810M — down 26% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BPFH positions and 23 closed out — a net gain of 13 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $20.5M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $51.8M.

  • 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2018, up from 161 in Q3 2018.
  • Funds reported $810M of Boston Private Financial Holdings, Inc. stock for Q4 2018, down 26% quarter-over-quarter.
  • 36 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2018 and 23 closed out, a net change of +13 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2018 was Boston Partners, an estimated $20.5M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2018 was Cramer Rosenthal McGlynn, an estimated $51.8M sold.

Based on aggregated 13F filings for Q4 2018.