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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

157 hedge funds and large institutions have $894M invested in Boston Private Financial Holdings, Inc. in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

6% more funds holding

Funds holding: 148157 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

8% less capital invested

Capital invested by funds: $976M → $894M (-$81.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
58
Reduced
62
Closed
11
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$1.98M -$361K -28,600 -15%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.95M
CAM
53
ClariVest Asset Management
California
$1.89M +$7.49K +594 +0.4%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.87M -$309K -24,500 -14%
GIP
55
Granite Investment Partners
California
$1.85M +$862K +68,372 +84%
Two Sigma Advisers
56
Two Sigma Advisers
New York
$1.83M +$78.2K +6,200 +4%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$1.83M +$20.7K +1,639 +1%
Two Sigma Investments
58
Two Sigma Investments
New York
$1.75M -$472K -37,454 -21%
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.72M -$37.8K -3,000 -2%
SCM
60
Signia Capital Management
Washington
$1.7M -$10.8K -860 -0.6%
JP Morgan Chase
61
JP Morgan Chase
New York
$1.67M -$392K -31,118 -19%
Deutsche Bank
62
Deutsche Bank
Germany
$1.62M +$603K +47,818 +58%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$1.57M +$1.23M +97,300 +335%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$1.56M +$324K +25,698 +26%
CIP
65
Convergence Investment Partners
Florida
$1.51M +$1.54M +122,250 New
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$1.46M +$5.93K +470 +0.4%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$1.37M +$1.15M +91,392 +478%
Wells Fargo
68
Wells Fargo
California
$1.37M +$28K +2,224 +2%
PTC
69
Philadelphia Trust Company
Pennsylvania
$1.36M +$94.6K +7,500 +7%
PAM
70
Panagora Asset Management
Massachusetts
$1.35M +$815K +64,622 +145%
TRSOTSOK
71
Teachers Retirement System of the State of Kentucky
Kentucky
$1.3M
BG
72
BlackRock Group
United Kingdom
$1.24M -$34.7K -2,750 -3%
American Century Companies
73
American Century Companies
Missouri
$1.22M +$1.24M +98,252 New
Los Angeles Capital Management
74
Los Angeles Capital Management
California
$1.2M -$55.3K -4,387 -4%
Citadel Advisors
75
Citadel Advisors
Florida
$1.12M +$1.14M +90,155 New

BPFH Hedge Fund Activity: Q3 2014 in Review

157 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2014, worth a combined $894M — down 8.4% from $976M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BPFH positions and 11 closed out — a net gain of 9 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $23.1M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $16.6M sold.

  • 157 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2014, up from 148 in Q2 2014.
  • Funds reported $894M of Boston Private Financial Holdings, Inc. stock for Q3 2014, down 8.4% quarter-over-quarter.
  • 20 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2014 and 11 closed out, a net change of +9 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2014 was Allianz Asset Management, an estimated $23.1M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2014 was Cramer Rosenthal McGlynn, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2014.