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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 $1.25B invested in Boston Private Financial Holdings, Inc. in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

3% more funds holding

Funds holding: 164169 (+5)

5% more capital invested

Capital invested by funds: $1.19B → $1.25B (+$59.2M)

61% less call options, than puts

Call options by funds: $179K | Put options by funds: $458K

Holders
169
Holders Change
+5
Holders Change %
+3.05%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
57
Reduced
50
Closed
11
Calls
$179K
Puts
$458K
Net Calls
-$279K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Signia Capital Management
Washington
$2.83M -$9.9K -602 -0.3%
PI
52
PineBridge Investments
New York
$2.74M -$17.2K -1,044 -0.6%
TA
53
Teachers Advisors
New York
$2.46M +$77K +4,680 +3%
Swiss National Bank
54
Swiss National Bank
Switzerland
$2.34M
First Trust Advisors
55
First Trust Advisors
Illinois
$2.3M -$103K -6,261 -4%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$2.29M -$486K -29,577 -17%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$2.17M
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$2.03M +$7.99K +486 +0.4%
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.99M +$59.2K +3,600 +3%
ASRS
60
Arizona State Retirement System
Arizona
$1.95M -$170K -10,367 -8%
BGIM
61
Brandywine Global Investment Management
Pennsylvania
$1.9M -$163K -9,894 -8%
Canada Life
62
Canada Life
Manitoba, Canada
$1.69M -$99.3K -6,041 -5%
Comerica Bank
63
Comerica Bank
Texas
$1.42M +$7.46K +454 +0.5%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$1.31M +$1.48K +90 +0.1%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$1.23M
MCM
66
Matarin Capital Management
New York
$1.22M -$1.38K -84 -0.1%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$1.21M
CS
68
Credit Suisse
Switzerland
$1.16M -$41.5K -2,524 -3%
AIG
69
American International Group
New York
$1.02M +$181K +10,999 +21%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$1.01M
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$979K
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$956K -$23.4K -1,420 -2%
AG
73
Aperio Group
California
$942K +$43.6K +2,654 +5%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$936K -$33.8K -2,058 -3%
TPSF
75
Texas Permanent School Fund
Texas
$864K -$23.5K -1,428 -3%

BPFH Hedge Fund Activity: Q2 2018 in Review

169 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2018, worth a combined $1.25B — up 5% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BPFH positions and 11 closed out — a net gain of 5 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.8M. The largest seller was American Century Companies, cutting an estimated $8.41M.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2018, up from 164 in Q1 2018.
  • Funds reported $1.25B of Boston Private Financial Holdings, Inc. stock for Q2 2018, up 5% quarter-over-quarter.
  • 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2018 and 11 closed out, a net change of +5 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2018 was Fidelity Investments, an estimated $10.8M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2018 was American Century Companies, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2018.