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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

161 hedge funds and large institutions have $1.09B invested in Boston Private Financial Holdings, Inc. in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

5% less funds holding

Funds holding: 169161 (-8)

13% less capital invested

Capital invested by funds: $1.25B → $1.09B (-$159M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18K

Holders
161
Holders Change
-8
Holders Change %
-4.73%
% of All Funds
3.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
55
Reduced
56
Closed
20
Calls
Puts
$18K
Net Calls
-$18K
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$1.95M -$4.03M -275,740 -66%
Renaissance Technologies
52
Renaissance Technologies
New York
$1.86M +$1.99M +136,272 New
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.74M -$658 -45 -0%
AllianceBernstein
54
AllianceBernstein
Tennessee
$1.71M
ASRS
55
Arizona State Retirement System
Arizona
$1.67M
BGIM
56
Brandywine Global Investment Management
Pennsylvania
$1.64M +$7.01K +480 +0.4%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$1.47M -$530K -36,269 -25%
Canada Life
58
Canada Life
Manitoba, Canada
$1.45M +$877 +60 +0.1%
Barclays
59
Barclays
United Kingdom
$1.44M +$870K +59,522 +129%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$1.34M +$1.44M +98,307 New
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$1.25M -$662K -45,267 -33%
SDIC
62
South Dakota Investment Council
South Dakota
$1.24M +$1.33M +90,700 New
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$1.12M -$4.4K -301 -0.4%
Comerica Bank
64
Comerica Bank
Texas
$1.1M -$104K -7,148 -8%
MCM
65
Matarin Capital Management
New York
$1.08M +$28.8K +1,968 +3%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$1.05M
CS
67
Credit Suisse
Switzerland
$1.01M +$18.6K +1,270 +2%
WMSA
68
Weiss Multi-Strategy Advisers
New York
$1.01M +$1.08M +74,000 New
Russell Investments Group
69
Russell Investments Group
United Kingdom
$966K -$79.6K -5,444 -7%
UBS Group
70
UBS Group
Switzerland
$950K +$360K +24,644 +55%
SG Americas Securities
71
SG Americas Securities
New York
$950K +$783K +53,588 +335%
AIG
72
American International Group
New York
$895K +$18.7K +1,279 +2%
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$841K
SEI Investments
74
SEI Investments
Pennsylvania
$805K +$111K +7,600 +15%
Public Sector Pension Investment Board (PSP Investments)
75
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$791K +$70.4K +4,815 +9%

BPFH Hedge Fund Activity: Q3 2018 in Review

161 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2018, worth a combined $1.09B — down 13% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BPFH and 13 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 55 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $18.7M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $9.74M sold.

  • 161 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2018, down from 169 in Q2 2018.
  • Funds reported $1.09B of Boston Private Financial Holdings, Inc. stock for Q3 2018, down 13% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2018 and 20 closed out, a net change of -7 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2018 was Cramer Rosenthal McGlynn, an estimated $18.7M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2018 was Granite Investment Partners, an estimated $9.74M sold.

Based on aggregated 13F filings for Q3 2018.