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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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151 hedge funds and large institutions have $875M invested in Boston Private Financial Holdings, Inc. in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

12% more capital invested

Capital invested by funds: $779M → $875M (+$96M)

6% more funds holding

Funds holding: 143 → 151 (+8)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
52
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.16M
2
Goldman Sachs
Goldman Sachs
New York
+$4.22M
3
O
OppenheimerFunds
New York
+$3.2M
4
BCM
Basswood Capital Management
New York
+$1.9M
5
Macquarie Group
Macquarie Group
Australia
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10.5M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$6.19M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.45M
4
BA
BlackRock Advisors
Delaware
-$2.54M
5
PCP
Perimeter Capital Partners
Georgia
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$2.12M -$147K -12,640 -7%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.97M -$108K -9,300 -6%
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.85M +$1.07K +92 +0.1%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.82M +$10.4K +900 +0.6%
BG
55
BlackRock Group
United Kingdom
$1.75M +$117K +10,067 +8%
Two Sigma Investments
56
Two Sigma Investments
New York
$1.7M -$718K -61,921 -31%
IG
57
ING Group
Netherlands
$1.63M +$1.5M +129,031 New
Deutsche Bank
58
Deutsche Bank
Germany
$1.6M -$2.08M -179,601 -59%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$1.58M -$85.8K -7,400 -6%
GH
60
GAM Holding
Switzerland
$1.53M – – –
TA
61
Teachers Advisors
New York
$1.51M +$41.2K +3,550 +3%
GC
62
Guggenheim Capital
Illinois
$1.5M +$677K +58,401 +96%
TC
63
TFS Capital
Pennsylvania
$1.4M +$517K +44,596 +67%
TRSOTSOK
64
Teachers Retirement System of the State of Kentucky
Kentucky
$1.39M – – –
CC
65
Curian Capital
Colorado
$1.34M +$17.7K +1,529 +1%
PCP
66
Perimeter Capital Partners
Georgia
$1.33M -$2.41M -207,813 -66%
Los Angeles Capital Management
67
Los Angeles Capital Management
California
$1.29M +$464 +40 +0%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$1.27M +$681K +58,752 +140%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$1.25M – – –
Two Sigma Advisers
70
Two Sigma Advisers
New York
$1.21M +$241K +20,800 +28%
Wells Fargo
71
Wells Fargo
California
$1.16M +$205K +17,666 +24%
BOS
72
Bingham Osborn & Scarborough
California
$1.14M +$3.42K +295 +0.3%
MAA
73
Managed Account Advisors
New Jersey
$1.12M -$267K -23,042 -21%
NFA
74
Nationwide Fund Advisors
Ohio
$1.09M -$23K -1,981 -2%
TPSF
75
Texas Permanent School Fund
Texas
$1.06M -$6.39K -551 -0.7%
1 2
3
4 5

BPFH Hedge Fund Activity: Q4 2013 in Review

151 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2013, worth a combined $875M — up 12% from $779M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BPFH positions and 7 closed out — a net gain of 8 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $5.16M. The largest seller was Lord, Abbett & Co, cutting an estimated $10.5M.

  • 151 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2013, up from 143 in Q3 2013.
  • Funds reported $875M of Boston Private Financial Holdings, Inc. stock for Q4 2013, up 12% quarter-over-quarter.
  • 15 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2013 and 7 closed out, a net change of +8 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2013 was Bank of New York Mellon, an estimated $5.16M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2013 was Lord, Abbett & Co, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2013.