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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 $891M invested in Boston Private Financial Holdings, Inc. in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

23% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 52

10% more funds holding

Funds holding: 153169 (+16)

8% less capital invested

Capital invested by funds: $969M → $891M (-$77.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
64
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FG
51
FSI Group
Ohio
$2.93M +$2.97M +241,449 New
Charles Schwab
52
Charles Schwab
California
$2.92M +$143K +11,604 +5%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$2.86M
GH
54
GAM Holding
Switzerland
$2.8M +$210K +17,100 +8%
PPA
55
Parametric Portfolio Associates
Washington
$2.56M -$515K -41,909 -17%
PFC
56
Phocas Financial Corp
California
$2.53M -$378K -30,713 -13%
Deutsche Bank
57
Deutsche Bank
Germany
$2.35M +$13.7K +1,114 +0.6%
RFC
58
Russell Frank Company
Washington
$2.15M -$3.77M -306,265 -63%
PAM
59
Panagora Asset Management
Massachusetts
$2.12M +$42.6K +3,465 +2%
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$2.1M
Two Sigma Advisers
61
Two Sigma Advisers
New York
$1.92M -$354K -28,800 -15%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.9M -$272K -22,081 -12%
Public Sector Pension Investment Board (PSP Investments)
63
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.9M +$4.58K +372 +0.2%
IGIM
64
I.G. Investment Management
Manitoba, Canada
$1.9M +$1.92M +156,100 New
CS
65
Credit Suisse
Switzerland
$1.85M +$769K +62,573 +70%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$1.78M -$24.6K -2,000 -1%
Balyasny Asset Management
67
Balyasny Asset Management
Illinois
$1.72M +$1.74M +141,161 New
ARTA
68
A.R.T. Advisors
New York
$1.69M +$771K +62,721 +82%
GC
69
Guggenheim Capital
Illinois
$1.66M +$509K +41,392 +43%
Wells Fargo
70
Wells Fargo
California
$1.66M -$362K -29,423 -18%
AllianceBernstein
71
AllianceBernstein
Tennessee
$1.6M
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$1.5M +$25.1K +2,040 +2%
TA
73
Teachers Advisors
New York
$1.48M -$8.53M -693,673 -85%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$1.48M -$1.23K -100 -0.1%
BMCMI
75
Bryn Mawr Capital Management Inc
Pennsylvania
$1.42M +$1.44M +117,024 New

BPFH Hedge Fund Activity: Q1 2015 in Review

169 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2015, worth a combined $891M — down 8% from $969M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BPFH positions and 17 closed out — a net gain of 17 holders — while 64 added to existing stakes and 52 trimmed.

The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $22.1M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $36.8M sold.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2015, up from 153 in Q4 2014.
  • Funds reported $891M of Boston Private Financial Holdings, Inc. stock for Q1 2015, down 8% quarter-over-quarter.
  • 34 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2015 and 17 closed out, a net change of +17 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2015 was Weiss Multi-Strategy Advisers, an estimated $22.1M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2015 was Allianz Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2015.