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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

175 hedge funds and large institutions have $845M invested in Boston Private Financial Holdings, Inc. in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

1% more funds holding

Funds holding: 173175 (+2)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

4% more capital invested

Capital invested by funds: $810M → $845M (+$35.4M)

Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
61
Reduced
51
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
51
Acadian Asset Management
Massachusetts
$1.51M +$1.58M +138,246 New
ASRS
52
Arizona State Retirement System
Arizona
$1.42M -$8.21K -718 -0.6%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.41M -$22.8K -1,995 -2%
AllianceBernstein
54
AllianceBernstein
Tennessee
$1.35M
Barrow, Hanley, Mewhinney & Strauss
55
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.32M +$1.38M +120,933 New
BGIM
56
Brandywine Global Investment Management
Pennsylvania
$1.32M +$6.66K +583 +0.5%
Victory Capital Management
57
Victory Capital Management
Texas
$1.25M +$1.3M +113,827 New
Barclays
58
Barclays
United Kingdom
$1.25M +$425K +37,215 +49%
ZIG
59
Zurich Insurance Group
Switzerland
$1.21M +$1.27M +110,800 New
Canada Life
60
Canada Life
Manitoba, Canada
$1.2M -$73.7K -6,451 -6%
OAM
61
Oxford Asset Management
United Kingdom
$1.18M -$894K -78,183 -42%
First Trust Advisors
62
First Trust Advisors
Illinois
$1.15M -$189K -16,504 -14%
SG Americas Securities
63
SG Americas Securities
New York
$1.13M +$237K +20,717 +25%
PAM
64
Panagora Asset Management
Massachusetts
$1.09M +$1.01M +88,191 +787%
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$1.05M +$1.09M +95,602 New
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$997K +$72K +6,296 +7%
AIM
67
Assured Investment Management
New York
$984K +$509K +44,495 +98%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$968K +$660K +57,749 +189%
Comerica Bank
69
Comerica Bank
Texas
$949K +$21.9K +1,914 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
70
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$933K +$973K +85,100 New
Two Sigma Investments
71
Two Sigma Investments
New York
$926K -$2.01M -176,233 -68%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$895K
MCM
73
Matarin Capital Management
New York
$865K -$1.21K -106 -0.1%
Public Sector Pension Investment Board (PSP Investments)
74
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$850K +$38.9K +3,400 +5%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$846K

BPFH Hedge Fund Activity: Q1 2019 in Review

175 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2019, worth a combined $845M — up 4.4% from $810M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BPFH positions and 22 closed out — a net gain of 2 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Invesco, adding an estimated $13.3M. The largest seller was Millennium Management, cutting an estimated $11.5M.

  • 175 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2019, up from 173 in Q4 2018.
  • Funds reported $845M of Boston Private Financial Holdings, Inc. stock for Q1 2019, up 4.4% quarter-over-quarter.
  • 24 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2019 and 22 closed out, a net change of +2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2019 was Invesco, an estimated $13.3M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2019 was Millennium Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2019.