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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

165 hedge funds and large institutions have $1.19B invested in Boston Private Financial Holdings, Inc. in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

6% more funds holding

Funds holding: 156165 (+9)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$78.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $541K

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
66
Reduced
52
Closed
10
Calls
Puts
$541K
Net Calls
-$541K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teachers Advisors
New York
$2.31M +$61.2K +3,835 +3%
Swiss National Bank
52
Swiss National Bank
Switzerland
$2.27M +$124K +7,800 +6%
Wellington Management Group
53
Wellington Management Group
Massachusetts
$2.25M -$14K -875 -0.6%
Renaissance Technologies
54
Renaissance Technologies
New York
$2.23M -$3.12M -195,900 -58%
ASRS
55
Arizona State Retirement System
Arizona
$2.19M +$1.56M +97,977 +225%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$2.11M -$338K -21,209 -13%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$2.1M -$317K -19,872 -13%
PAM
58
Panagora Asset Management
Massachusetts
$2.06M +$2.13M +133,524 New
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.03M -$22.3K -1,397 -1%
AQR Capital Management
60
AQR Capital Management
Connecticut
$2.03M -$1.63M -102,335 -44%
AllianceBernstein
61
AllianceBernstein
Tennessee
$1.86M
Citadel Advisors
62
Citadel Advisors
Florida
$1.8M +$212K +13,269 +13%
Canada Life
63
Canada Life
Manitoba, Canada
$1.72M -$47.2K -2,957 -3%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$1.66M +$557K +34,938 +48%
Mackenzie Financial
65
Mackenzie Financial
Ontario, Canada
$1.36M +$1.4M +87,900 New
Comerica Bank
66
Comerica Bank
Texas
$1.32M -$37.6K -2,357 -3%
MCM
67
Matarin Capital Management
New York
$1.2M +$583K +36,541 +89%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$1.2M +$146K +9,150 +13%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$1.19M
SC
70
Scotia Capital
Ontario, Canada
$1.14M +$97.7K +6,128 +9%
CS
71
Credit Suisse
Switzerland
$1.11M -$1.48M -92,819 -56%
BWP
72
Baldwin Wealth Partners
Massachusetts
$1.09M +$64.7K +4,055 +6%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$1.05M +$320K +20,076 +42%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$1.04M -$117K -7,330 -10%
AIG
75
American International Group
New York
$1.03M +$4.55K +285 +0.4%

BPFH Hedge Fund Activity: Q4 2017 in Review

165 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2017, worth a combined $1.19B — down 6.2% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BPFH positions and 10 closed out — a net gain of 11 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $9.17M. The largest seller was Fidelity Investments, cutting an estimated $10.2M.

  • 165 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2017, up from 156 in Q3 2017.
  • Funds reported $1.19B of Boston Private Financial Holdings, Inc. stock for Q4 2017, down 6.2% quarter-over-quarter.
  • 21 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2017 and 10 closed out, a net change of +11 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2017 was BlackRock, an estimated $9.17M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2017 was Fidelity Investments, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2017.