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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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175 hedge funds and large institutions have $845M invested in Boston Private Financial Holdings, Inc. in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

1% more funds holding

Funds holding: 173 → 175 (+2)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

4% more capital invested

Capital invested by funds: $810M → $845M (+$35.4M)

Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
61
Reduced
51
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$13.3M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.36M
3
Deutsche Bank
Deutsche Bank
Germany
+$3.88M
4
Ameriprise
Ameriprise
Minnesota
+$3.44M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$11.5M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$7.24M
3
RA
Royce & Associates
New York
-$4.47M
4
Morgan Stanley
Morgan Stanley
New York
-$3.28M
5
State Street
State Street
Massachusetts
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Asset Management
26
BNP Paribas Asset Management
France
$6.7M +$362K +31,659 +5%
Prudential Financial
27
Prudential Financial
New Jersey
$6.01M +$1.55M +135,633 +33%
GI
28
GAMCO Investors
Connecticut
$5.86M +$11.4K +1,000 +0.2%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$5.23M +$49.2K +4,306 +0.9%
JP Morgan Chase
30
JP Morgan Chase
New York
$4.83M -$1.45M -127,117 -22%
NIM
31
Northeast Investment Management
Massachusetts
$4.46M – – –
TCIM
32
TIAA CREF Investment Management
New York
$3.66M +$207K +18,095 +6%
Citadel Advisors
33
Citadel Advisors
Florida
$3.16M -$2.14M -187,566 -39%
Bank of America
34
Bank of America
North Carolina
$2.85M +$146K +12,817 +5%
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$2.73M -$29.7K -2,600 -1%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$2.7M -$16.3K -1,426 -0.6%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$2.6M +$2.71M +237,280 New
Legal & General Group
38
Legal & General Group
United Kingdom
$2.35M +$184K +16,126 +8%
Wells Fargo
39
Wells Fargo
California
$2.3M +$144K +12,595 +6%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$2.28M -$317K -27,755 -12%
PPA
41
Parametric Portfolio Associates
Washington
$2.2M -$932K -81,576 -29%
QI
42
QS Investors
New York
$2.19M +$2.27M +199,000 +39,800%
SDIC
43
South Dakota Investment Council
South Dakota
$1.99M +$683K +59,800 +49%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$1.94M +$1.93M +168,757 +1,991%
SCM
45
Signia Capital Management
Washington
$1.92M -$60.4K -5,285 -3%
TA
46
Teachers Advisors
New York
$1.88M +$79.9K +6,995 +4%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.69M +$49.1K +4,300 +3%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$1.68M -$110K -9,597 -6%
PI
49
PineBridge Investments
New York
$1.59M +$76.9K +6,727 +5%
American Century Companies
50
American Century Companies
Missouri
$1.54M +$1.61M +140,649 New
1
2
3 4 5

BPFH Hedge Fund Activity: Q1 2019 in Review

175 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2019, worth a combined $845M — up 4.4% from $810M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BPFH positions and 22 closed out — a net gain of 2 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Invesco, adding an estimated $13.3M. The largest seller was Millennium Management, cutting an estimated $11.5M.

  • 175 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2019, up from 173 in Q4 2018.
  • Funds reported $845M of Boston Private Financial Holdings, Inc. stock for Q1 2019, up 4.4% quarter-over-quarter.
  • 24 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2019 and 22 closed out, a net change of +2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2019 was Invesco, an estimated $13.3M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2019 was Millennium Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2019.