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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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169 hedge funds and large institutions have $514M invested in Boston Private Financial Holdings, Inc. in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 169 → 169 (0)

5% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 58

6% less capital invested

Capital invested by funds: $548M → $514M (-$34.4M)

68% less call options, than puts

Call options by funds: $77K | Put options by funds: $238K

Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
55
Reduced
58
Closed
28
Calls
$77K
Puts
$238K
Net Calls
-$161K
Net Calls Change
+$1.78M

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$4.09M
2
Millennium Management
Millennium Management
New York
+$3.99M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.25M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$1.87M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$12M
2
Select Equity Group
Select Equity Group
New York
-$9.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.45M
4
GKIM
GW&K Investment Management
Massachusetts
-$2.19M
5
PI
PEAK6 Investments
Illinois
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
26
GAMCO Investors
Connecticut
$3.77M +$35K +5,000 +0.9%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$3.68M -$1.32M -188,307 -26%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$3.19M +$828K +118,320 +34%
KIM
29
Kestrel Investment Management
California
$3.17M -$420K -60,000 -12%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$3.03M +$401K +57,252 +12%
BCM
31
Bridgeway Capital Management
Texas
$2.9M +$306K +43,700 +12%
NIM
32
Northeast Investment Management
Massachusetts
$2.78M – – –
Invesco
33
Invesco
Georgia
$2.77M -$135K -19,294 -5%
Select Equity Group
34
Select Equity Group
New York
$2.45M -$9.5M -1,358,428 -79%
N
35
Nuveen
North Carolina
$2.36M +$3.76K +537 +0.2%
QI
36
QS Investors
New York
$2.22M +$700 +100 +0%
Prudential Financial
37
Prudential Financial
New Jersey
$2.12M -$199K -28,406 -8%
AQR Capital Management
38
AQR Capital Management
Connecticut
$2.08M +$79.6K +11,383 +4%
State of New Jersey Common Pension Fund D
39
State of New Jersey Common Pension Fund D
New Jersey
$2.01M +$240K +34,304 +13%
Legal & General Group
40
Legal & General Group
United Kingdom
$1.84M +$99.7K +14,248 +6%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.83M -$205K -29,293 -10%
Assenagon Asset Management
42
Assenagon Asset Management
Luxembourg
$1.8M +$1.84M +262,362 New
SDIC
43
South Dakota Investment Council
South Dakota
$1.71M +$87.5K +12,500 +5%
Morgan Stanley
44
Morgan Stanley
New York
$1.6M +$44.2K +6,323 +3%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$1.59M -$18.7K -2,673 -1%
Wells Fargo
46
Wells Fargo
California
$1.58M +$401K +57,295 +33%
SCM
47
Signia Capital Management
Washington
$1.35M -$71.2K -10,178 -5%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$1.34M +$91K +13,000 +7%
PAM
49
Panagora Asset Management
Massachusetts
$1.34M -$581 -83 -0%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.28M +$176K +25,100 +16%
1
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BPFH Hedge Fund Activity: Q2 2020 in Review

169 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2020, worth a combined $514M — down 6.3% from $548M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BPFH positions and 28 closed out — a net gain of 1 holder — while 55 added to existing stakes and 58 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $4.09M. The largest seller was Boston Partners, exiting entirely with an estimated $12M sold.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $514M of Boston Private Financial Holdings, Inc. stock for Q2 2020, down 6.3% quarter-over-quarter.
  • 29 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2020 and 28 closed out, a net change of +1 holder.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2020 was Wasatch Advisors, an estimated $4.09M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2020 was Boston Partners, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2020.