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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 $653M invested in Boston Private Financial Holdings, Inc. in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more capital invested

Capital invested by funds: $395M → $653M (+$257M)

10% less call options, than puts

Call options by funds: $113K | Put options by funds: $125K

4% less funds holding

Funds holding: 176169 (-7)

16% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 64

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
54
Reduced
64
Closed
25
Calls
$113K
Puts
$125K
Net Calls
-$12K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$1.7M -$167K -23,582 -11%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$1.67M +$40.4K +5,708 +3%
Millennium Management
53
Millennium Management
New York
$1.61M -$230K -32,463 -15%
Grantham, Mayo, Van Otterloo & Co (GMO)
54
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.58M +$145K +20,500 +12%
Swiss National Bank
55
Swiss National Bank
Switzerland
$1.57M
AG
56
Aperio Group
California
$1.56M +$325K +45,870 +33%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.54M -$449K -63,432 -26%
MSL
58
Mackay Shields LLC
New York
$1.45M +$106K +15,000 +10%
AI
59
Acuitas Investments
Washington
$1.37M -$227K -32,102 -17%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$1.29M +$274K +38,701 +34%
Two Sigma Investments
61
Two Sigma Investments
New York
$1.27M -$641K -90,524 -38%
Comerica Bank
62
Comerica Bank
Texas
$1.14M -$588 -83 -0.1%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.04M -$12.5K -1,761 -1%
CS
64
Credit Suisse
Switzerland
$1.03M +$77.3K +10,917 +10%
Victory Capital Management
65
Victory Capital Management
Texas
$957K -$292K -41,233 -27%
Barclays
66
Barclays
United Kingdom
$919K -$35.4K -4,991 -4%
UBS Group
67
UBS Group
Switzerland
$919K +$116K +16,314 +18%
Bank of America
68
Bank of America
North Carolina
$900K +$200K +28,169 +36%
American Century Companies
69
American Century Companies
Missouri
$827K +$142K +20,078 +26%
SO
70
STRS Ohio
Ohio
$799K -$58.1K -8,200 -8%
Citadel Advisors
71
Citadel Advisors
Florida
$769K -$1.67M -236,200 -72%
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$754K
GCP
73
GSA Capital Partners
United Kingdom
$749K +$47.1K +6,651 +8%
IIM
74
Ironwood Investment Management
Massachusetts
$712K +$384K +54,150 +180%
AllianceBernstein
75
AllianceBernstein
Tennessee
$708K -$299K -42,168 -33%

BPFH Hedge Fund Activity: Q4 2020 in Review

169 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2020, worth a combined $653M — up 65% from $395M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BPFH and 18 opened new positions — a net loss of 7 holders — while 64 trimmed existing stakes and 54 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $40.8M. The largest seller was Fidelity Investments, cutting an estimated $17.4M.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2020, down from 176 in Q3 2020.
  • Funds reported $653M of Boston Private Financial Holdings, Inc. stock for Q4 2020, up 65% quarter-over-quarter.
  • 18 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2020 and 25 closed out, a net change of -7 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2020 was Wellington Management Group, an estimated $40.8M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2020 was Fidelity Investments, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2020.