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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

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174 hedge funds and large institutions have $1.03B invested in Boston Private Financial Holdings, Inc. in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more capital invested

Capital invested by funds: $653M → $1.03B (+$375M)

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

3% more funds holding

Funds holding: 169 → 174 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

19% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 62

74% less call options, than puts

Call options by funds: $148K | Put options by funds: $567K

Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
50
Reduced
62
Closed
36
Calls
$148K
Puts
$567K
Net Calls
-$419K
Net Calls Change
-$407K

Top Buyers

Rank Fund Capital Flow
1
WIC
Water Island Capital
New York
+$36.2M
2
Bank of America
Bank of America
North Carolina
+$33.9M
3
Millennium Management
Millennium Management
New York
+$33.3M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$26.9M
5
OP
Omni Partners
United Kingdom
+$22M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$66.4M
2
Ameriprise
Ameriprise
Minnesota
-$21.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
51
Cambria Investment Management
California
$2.67M +$2.67M +200,448 New
CC
52
Centiva Capital
New York
$2.66M +$2.67M +200,000 New
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$2.65M -$177K -13,300 -6%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$2.61M -$157K -11,800 -6%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$2.57M -$8.83M -662,349 -77%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.5M +$28K +2,100 +1%
State of New Jersey Common Pension Fund D
57
State of New Jersey Common Pension Fund D
New Jersey
$2.38M -$2.12M -158,672 -47%
Grantham, Mayo, Van Otterloo & Co (GMO)
58
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.28M -$208K -15,630 -8%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$2.24M -$387K -29,012 -15%
SDIC
60
South Dakota Investment Council
South Dakota
$2.18M -$1.52M -114,100 -41%
GCIA
61
Gabelli & Co Investment Advisers
New York
$2.13M +$2.13M +159,928 New
CS
62
Credit Suisse
Switzerland
$2.12M +$500K +37,457 +31%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$2.02M -$6.82K -511 -0.3%
VI
64
Versor Investments
New York
$1.98M +$1.99M +148,983 New
OR
65
Olympiad Research
Connecticut
$1.91M +$1.91M +143,209 New
AI
66
Acuitas Investments
Washington
$1.89M -$271K -20,315 -13%
Rafferty Asset Management
67
Rafferty Asset Management
New York
$1.89M +$1.52M +114,136 +416%
SG Americas Securities
68
SG Americas Securities
New York
$1.79M +$1.13M +84,975 +173%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$1.75M +$1.75M +131,144 New
Citigroup
70
Citigroup
New York
$1.7M +$1.38M +103,112 +417%
American Century Companies
71
American Century Companies
Missouri
$1.67M +$370K +27,717 +28%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.65M – – –
AllianceBernstein
73
AllianceBernstein
Tennessee
$1.59M +$479K +35,936 +43%
Verition Fund Management
74
Verition Fund Management
Connecticut
$1.57M +$1.57M +117,938 New
Arrowstreet Capital
75
Arrowstreet Capital
Massachusetts
$1.56M -$14.8M -1,110,978 -90%
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BPFH Hedge Fund Activity: Q1 2021 in Review

174 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2021, worth a combined $1.03B — up 57% from $653M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new BPFH positions and 36 closed out — a net gain of 6 holders — while 50 added to existing stakes and 62 trimmed.

The largest buyer was Water Island Capital, opening a new position worth an estimated $36.2M. The largest seller was Wellington Management Group, cutting an estimated $66.4M.

  • 174 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2021, up from 169 in Q4 2020.
  • Funds reported $1.03B of Boston Private Financial Holdings, Inc. stock for Q1 2021, up 57% quarter-over-quarter.
  • 42 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2021 and 36 closed out, a net change of +6 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2021 was Water Island Capital, an estimated $36.2M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2021 was Wellington Management Group, an estimated $66.4M sold.

Based on aggregated 13F filings for Q1 2021.