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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

164 hedge funds and large institutions have $1.19B invested in Boston Private Financial Holdings, Inc. in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 55

0% less capital invested

Capital invested by funds: $1.19B → $1.19B (-$998K)

1% less funds holding

Funds holding: 165164 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

53% less call options, than puts

Call options by funds: $257K | Put options by funds: $550K

Holders
164
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
64
Reduced
55
Closed
17
Calls
$257K
Puts
$550K
Net Calls
-$293K
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$2.39M +$134K +8,807 +6%
First Trust Advisors
52
First Trust Advisors
Illinois
$2.27M +$17.9K +1,181 +0.8%
TA
53
Teachers Advisors
New York
$2.25M
Swiss National Bank
54
Swiss National Bank
Switzerland
$2.21M
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$2.06M
ASRS
56
Arizona State Retirement System
Arizona
$2M -$130K -8,600 -6%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$1.94M -$101K -6,649 -5%
PAM
58
Panagora Asset Management
Massachusetts
$1.93M -$79.3K -5,229 -4%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.91M -$67K -4,415 -3%
AllianceBernstein
60
AllianceBernstein
Tennessee
$1.83M +$18.2K +1,200 +1%
Canada Life
61
Canada Life
Manitoba, Canada
$1.68M +$16.9K +1,117 +1%
Renaissance Technologies
62
Renaissance Technologies
New York
$1.46M -$715K -47,128 -33%
Comerica Bank
63
Comerica Bank
Texas
$1.43M +$32.3K +2,127 +2%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$1.24M +$75.3K +4,963 +6%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$1.16M
MCM
66
Matarin Capital Management
New York
$1.16M -$9.21K -607 -0.8%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$1.15M +$129K +8,483 +13%
CS
68
Credit Suisse
Switzerland
$1.13M +$50.8K +3,347 +5%
EVM
69
Eaton Vance Management
Massachusetts
$1.11M +$443K +29,237 +66%
SEI Investments
70
SEI Investments
Pennsylvania
$1.04M +$203K +13,365 +24%
ZIG
71
Zurich Insurance Group
Switzerland
$963K
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$954K
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$927K
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$926K -$23.1K -1,522 -2%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$917K -$97K -6,397 -10%

BPFH Hedge Fund Activity: Q1 2018 in Review

164 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2018, worth a combined $1.19B — down 0.08% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BPFH and 16 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 64 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $24.5M. The largest seller was Victory Capital Management, exiting entirely with an estimated $9.92M sold.

  • 164 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2018, down from 165 in Q4 2017.
  • Funds reported $1.19B of Boston Private Financial Holdings, Inc. stock for Q1 2018, down 0.08% quarter-over-quarter.
  • 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2018 and 17 closed out, a net change of -1 holder.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2018 was Cramer Rosenthal McGlynn, an estimated $24.5M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2018 was Victory Capital Management, an estimated $9.92M sold.

Based on aggregated 13F filings for Q1 2018.