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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 $653M invested in Boston Private Financial Holdings, Inc. in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more capital invested

Capital invested by funds: $395M → $653M (+$257M)

10% less call options, than puts

Call options by funds: $113K | Put options by funds: $125K

4% less funds holding

Funds holding: 176169 (-7)

16% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 64

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
54
Reduced
64
Closed
25
Calls
$113K
Puts
$125K
Net Calls
-$12K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$4.43M +$410K +57,840 +12%
JP Morgan Chase
27
JP Morgan Chase
New York
$4.3M -$364K -51,349 -9%
KIM
28
Kestrel Investment Management
California
$4.17M -$17.7K -2,500 -0.5%
MCM
29
Maltese Capital Management
New York
$4.12M -$1.86M -262,270 -35%
Invesco
30
Invesco
Georgia
$3.98M +$558K +78,783 +20%
Renaissance Technologies
31
Renaissance Technologies
New York
$3.62M -$4.49M -633,772 -60%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$3.52M +$1.18M +166,261 +66%
NIM
33
Northeast Investment Management
Massachusetts
$3.38M -$27.6K -3,890 -1%
N
34
Nuveen
North Carolina
$3.33M -$18.7K -2,645 -0.7%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$3.2M +$2.69M +379,200 New
LSV Asset Management
36
LSV Asset Management
Illinois
$3.06M -$51K -7,200 -2%
State of New Jersey Common Pension Fund D
37
State of New Jersey Common Pension Fund D
New Jersey
$2.85M -$295K -41,645 -11%
Deutsche Bank
38
Deutsche Bank
Germany
$2.67M +$1.95M +274,776 +660%
AQR Capital Management
39
AQR Capital Management
Connecticut
$2.59M +$55.9K +7,896 +3%
BCM
40
Bridgeway Capital Management
Texas
$2.55M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
41
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.39M +$2M +282,600 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.39M +$301K +42,496 +18%
SDIC
43
South Dakota Investment Council
South Dakota
$2.35M
Legal & General Group
44
Legal & General Group
United Kingdom
$2.27M -$3.09K -436 -0.2%
PPA
45
Parametric Portfolio Associates
Washington
$2.03M +$183K +25,802 +12%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$1.98M +$1.39M +196,005 +505%
Assenagon Asset Management
47
Assenagon Asset Management
Luxembourg
$1.84M +$912K +128,766 +145%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$1.79M -$48.2K -6,800 -3%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$1.76M -$402K -56,800 -21%
IP
50
Interval Partners
New York
$1.71M -$148K -20,945 -9%

BPFH Hedge Fund Activity: Q4 2020 in Review

169 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2020, worth a combined $653M — up 65% from $395M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BPFH and 18 opened new positions — a net loss of 7 holders — while 64 trimmed existing stakes and 54 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $40.8M. The largest seller was Fidelity Investments, cutting an estimated $17.4M.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2020, down from 176 in Q3 2020.
  • Funds reported $653M of Boston Private Financial Holdings, Inc. stock for Q4 2020, up 65% quarter-over-quarter.
  • 18 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2020 and 25 closed out, a net change of -7 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2020 was Wellington Management Group, an estimated $40.8M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2020 was Fidelity Investments, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2020.