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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 $514M invested in Boston Private Financial Holdings, Inc. in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 169169 (0)

5% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 58

6% less capital invested

Capital invested by funds: $548M → $514M (-$34.4M)

68% less call options, than puts

Call options by funds: $77K | Put options by funds: $238K

Holders
169
Holders Change
Holders Change %
0%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
55
Reduced
58
Closed
28
Calls
$77K
Puts
$238K
Net Calls
-$161K
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$1.28M -$23.1K -3,300 -2%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.26M -$24.5K -3,500 -2%
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$1.24M -$132K -18,851 -9%
LSV Asset Management
54
LSV Asset Management
Illinois
$1.07M +$709K +101,304 +187%
Victory Capital Management
55
Victory Capital Management
Texas
$1.07M -$1.09M -156,314 -50%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$1.03M +$466K +66,536 +78%
AL
57
AJO LP
Pennsylvania
$975K -$531K -75,957 -35%
AllianceBernstein
58
AllianceBernstein
Tennessee
$948K -$6.19K -885 -0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
59
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$928K +$944K +134,900 New
MSL
60
Mackay Shields LLC
New York
$917K -$639K -91,400 -41%
First Trust Advisors
61
First Trust Advisors
Illinois
$914K -$395K -56,414 -30%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$862K
PPA
63
Parametric Portfolio Associates
Washington
$858K -$760K -108,635 -47%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$783K +$125K +17,889 +19%
Canada Life
65
Canada Life
Manitoba, Canada
$693K -$50.3K -7,186 -7%
CS
66
Credit Suisse
Switzerland
$670K +$171K +24,426 +33%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$614K
FL
68
Fourthstone LLC
Missouri
$567K +$576K +82,381 New
UBS Group
69
UBS Group
Switzerland
$549K +$247K +35,303 +79%
American Century Companies
70
American Century Companies
Missouri
$543K +$324K +46,303 +142%
Barclays
71
Barclays
United Kingdom
$541K +$79.8K +11,412 +17%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$531K
SOADOR
73
State of Alaska Department of Revenue
Alaska
$530K -$630 -90 -0.1%
Comerica Bank
74
Comerica Bank
Texas
$530K +$41.6K +5,952 +7%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$502K

BPFH Hedge Fund Activity: Q2 2020 in Review

169 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2020, worth a combined $514M — down 6.3% from $548M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BPFH positions and 28 closed out — a net gain of 1 holder — while 55 added to existing stakes and 58 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $4.09M. The largest seller was Boston Partners, exiting entirely with an estimated $12M sold.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $514M of Boston Private Financial Holdings, Inc. stock for Q2 2020, down 6.3% quarter-over-quarter.
  • 29 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2020 and 28 closed out, a net change of +1 holder.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2020 was Wasatch Advisors, an estimated $4.09M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2020 was Boston Partners, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2020.