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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

173 hedge funds and large institutions have $810M invested in Boston Private Financial Holdings, Inc. in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

7% more funds holding

Funds holding: 161173 (+12)

26% less capital invested

Capital invested by funds: $1.09B → $810M (-$283M)

Holders
173
Holders Change
+12
Holders Change %
+7.45%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
55
Reduced
49
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$1.72M +$812K +64,590 +66%
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.58M +$28.9K +2,300 +2%
PI
53
PineBridge Investments
New York
$1.46M -$307K -24,388 -15%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.38M +$38.1K +3,031 +2%
ASRS
55
Arizona State Retirement System
Arizona
$1.37M +$92K +7,319 +6%
AllianceBernstein
56
AllianceBernstein
Tennessee
$1.31M -$21.8K -1,730 -1%
SDIC
57
South Dakota Investment Council
South Dakota
$1.29M +$390K +31,000 +34%
First Trust Advisors
58
First Trust Advisors
Illinois
$1.28M -$397K -31,610 -21%
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$1.26M -$2.11K -168 -0.1%
Canada Life
60
Canada Life
Manitoba, Canada
$1.13M +$123K +9,744 +9%
Canada Pension Plan Investment Board
61
Canada Pension Plan Investment Board
Ontario, Canada
$1.08M +$1.29M +102,400 New
Citigroup
62
Citigroup
New York
$984K +$506K +40,222 +76%
Comerica Bank
63
Comerica Bank
Texas
$956K -$1.97K -157 -0.2%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$895K +$32K +2,543 +3%
SG Americas Securities
65
SG Americas Securities
New York
$867K +$156K +12,404 +18%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$864K -$123K -9,800 -11%
UBS Group
67
UBS Group
Switzerland
$842K +$126K +10,048 +14%
MCM
68
Matarin Capital Management
New York
$835K +$2.54K +202 +0.3%
CS
69
Credit Suisse
Switzerland
$835K +$63.9K +5,086 +7%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$816K
Barclays
71
Barclays
United Kingdom
$808K -$369K -29,316 -28%
SEI Investments
72
SEI Investments
Pennsylvania
$805K
Public Sector Pension Investment Board (PSP Investments)
73
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$784K +$204K +16,200 +28%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$750K +$306K +24,374 +52%
AIG
75
American International Group
New York
$685K -$9.96K -792 -1%

BPFH Hedge Fund Activity: Q4 2018 in Review

173 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2018, worth a combined $810M — down 26% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BPFH positions and 23 closed out — a net gain of 13 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $20.5M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $51.8M.

  • 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2018, up from 161 in Q3 2018.
  • Funds reported $810M of Boston Private Financial Holdings, Inc. stock for Q4 2018, down 26% quarter-over-quarter.
  • 36 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2018 and 23 closed out, a net change of +13 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2018 was Boston Partners, an estimated $20.5M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2018 was Cramer Rosenthal McGlynn, an estimated $51.8M sold.

Based on aggregated 13F filings for Q4 2018.