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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

153 hedge funds and large institutions have $969M invested in Boston Private Financial Holdings, Inc. in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

8% more capital invested

Capital invested by funds: $894M → $969M (+$75.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 157153 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
153
Holders Change
-4
Holders Change %
-2.55%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
64
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$2.48M +$1.98M +154,472 +518%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$2.4M +$271K +21,114 +13%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$2.33M
PAM
54
Panagora Asset Management
Massachusetts
$2.3M +$794K +61,874 +57%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$2.3M +$567K +44,203 +35%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$2.29M -$210K -16,368 -9%
Wells Fargo
57
Wells Fargo
California
$2.24M +$714K +55,702 +50%
American Century Companies
58
American Century Companies
Missouri
$2.18M +$816K +63,600 +65%
Comerica Bank
59
Comerica Bank
Texas
$2.17M +$1.04M +81,440 +102%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$2.15M
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.1M +$61.6K +4,800 +3%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$2M +$8.09K +631 +0.4%
SCM
63
Signia Capital Management
Washington
$1.84M -$218 -17 -0%
AllianceBernstein
64
AllianceBernstein
Tennessee
$1.77M -$88.5K -6,900 -5%
JP Morgan Chase
65
JP Morgan Chase
New York
$1.7M -$108K -8,410 -6%
CAM
66
ClariVest Asset Management
California
$1.69M -$351K -27,404 -18%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$1.64M +$54.7K +4,263 +4%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$1.63M -$68.6K -5,350 -4%
PTC
69
Philadelphia Trust Company
Pennsylvania
$1.48M +$1.92K +150 +0.1%
HCM
70
Highbridge Capital Management
New York
$1.47M +$1.4M +109,134 New
TRSOTSOK
71
Teachers Retirement System of the State of Kentucky
Kentucky
$1.41M
BG
72
BlackRock Group
United Kingdom
$1.32M -$19.3K -1,502 -2%
GC
73
Guggenheim Capital
Illinois
$1.29M +$352K +27,474 +40%
First Trust Advisors
74
First Trust Advisors
Illinois
$1.28M +$165K +12,871 +16%
Swiss National Bank
75
Swiss National Bank
Switzerland
$1.23M +$28.2K +2,200 +2%

BPFH Hedge Fund Activity: Q4 2014 in Review

153 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2014, worth a combined $969M — up 8.4% from $894M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BPFH and 13 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 64 added.

The largest buyer was Allianz Asset Management, adding an estimated $11.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $21.5M sold.

  • 153 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2014, down from 157 in Q3 2014.
  • Funds reported $969M of Boston Private Financial Holdings, Inc. stock for Q4 2014, up 8.4% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2014 and 16 closed out, a net change of -3 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2014 was Allianz Asset Management, an estimated $11.6M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2014 was Lord, Abbett & Co, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2014.