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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

178 hedge funds and large institutions have $914M invested in Boston Private Financial Holdings, Inc. in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

3% less capital invested

Capital invested by funds: $941M → $914M (-$26.6M)

1% less funds holding

Funds holding: 180178 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $156K

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
68
Reduced
58
Closed
15
Calls
Puts
$156K
Net Calls
-$156K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
51
Panagora Asset Management
Massachusetts
$2.42M +$124K +10,982 +6%
UM
52
Ulysses Management
New York
$2.33M +$282K +25,000 +14%
SCM
53
Signia Capital Management
Washington
$2.31M +$367K +32,566 +20%
AQR Capital Management
54
AQR Capital Management
Connecticut
$2.07M +$1.59M +141,181 +385%
Barrow, Hanley, Mewhinney & Strauss
55
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.05M +$673K +59,753 +51%
Wells Fargo
56
Wells Fargo
California
$1.99M +$21.9K +1,948 +1%
Stifel Financial
57
Stifel Financial
Missouri
$1.87M +$9.12K +810 +0.5%
First Trust Advisors
58
First Trust Advisors
Illinois
$1.85M -$281K -24,944 -14%
Swiss National Bank
59
Swiss National Bank
Switzerland
$1.83M +$18K +1,600 +1%
PI
60
PineBridge Investments
New York
$1.64M -$58K -5,152 -4%
AllianceBernstein
61
AllianceBernstein
Tennessee
$1.61M -$269K -23,900 -15%
Victory Capital Management
62
Victory Capital Management
Texas
$1.59M +$350K +31,110 +29%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$1.55M +$724K +64,300 +93%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$1.51M +$17.4K +1,544 +1%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$1.35M -$15.9K -1,408 -1%
CEP
66
Chicago Equity Partners
Illinois
$1.33M -$162K -14,390 -11%
Assenagon Asset Management
67
Assenagon Asset Management
Luxembourg
$1.32M -$1.58M -140,074 -55%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$1.29M -$291K -25,883 -19%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$1.21M +$237K +21,020 +26%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$1.2M +$99.6K +8,843 +9%
ASRS
71
Arizona State Retirement System
Arizona
$1.15M -$354K -31,416 -24%
Bank of America
72
Bank of America
North Carolina
$1.14M -$2.12M -187,991 -66%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$1.02M +$623K +55,349 +170%
MSL
74
Mackay Shields LLC
New York
$987K -$1M -89,000 -51%
Barclays
75
Barclays
United Kingdom
$961K -$151K -13,434 -14%

BPFH Hedge Fund Activity: Q3 2019 in Review

178 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2019, worth a combined $914M — down 2.8% from $941M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BPFH and 13 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 68 added.

The largest buyer was Select Equity Group, adding an estimated $7.11M. The largest seller was Aberdeen Group, cutting an estimated $9.44M.

  • 178 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2019, down from 180 in Q2 2019.
  • Funds reported $914M of Boston Private Financial Holdings, Inc. stock for Q3 2019, down 2.8% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2019 and 15 closed out, a net change of -2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2019 was Select Equity Group, an estimated $7.11M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2019 was Aberdeen Group, an estimated $9.44M sold.

Based on aggregated 13F filings for Q3 2019.