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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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151 hedge funds and large institutions have $875M invested in Boston Private Financial Holdings, Inc. in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

12% more capital invested

Capital invested by funds: $779M → $875M (+$96M)

6% more funds holding

Funds holding: 143 → 151 (+8)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
52
Reduced
57
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.16M
2
Goldman Sachs
Goldman Sachs
New York
+$4.22M
3
O
OppenheimerFunds
New York
+$3.2M
4
BCM
Basswood Capital Management
New York
+$1.9M
5
Macquarie Group
Macquarie Group
Australia
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10.5M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$6.19M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.45M
4
BA
BlackRock Advisors
Delaware
-$2.54M
5
PCP
Perimeter Capital Partners
Georgia
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$1.06M – – –
Comerica Bank
77
Comerica Bank
Texas
$1.04M -$27.6K -2,383 -3%
Barclays
78
Barclays
United Kingdom
$1.02M -$254K -21,869 -20%
CS
79
Credit Suisse
Switzerland
$979K -$65.8K -5,675 -7%
Wellington Management Group
80
Wellington Management Group
Massachusetts
$971K – – –
Bank of America
81
Bank of America
North Carolina
$950K +$221K +19,036 +34%
Millennium Management
82
Millennium Management
New York
$945K +$541K +46,652 +165%
Swiss National Bank
83
Swiss National Bank
Switzerland
$834K – – –
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$803K – – –
ASRS
85
Arizona State Retirement System
Arizona
$801K -$91.6K -7,900 -11%
ACA
86
Anchor Capital Advisors
Massachusetts
$799K -$186K -16,000 -20%
AQR Capital Management
87
AQR Capital Management
Connecticut
$766K – – –
AIG
88
American International Group
New York
$765K +$3.87K +334 +0.6%
SB
89
Suntrust Banks
Georgia
$618K -$240K -20,736 -30%
Citigroup
90
Citigroup
New York
$583K +$246K +21,199 +85%
Citadel Advisors
91
Citadel Advisors
Florida
$581K +$122K +10,496 +30%
CAM
92
Capstone Asset Management
Texas
$568K -$39.5K -3,407 -7%
PAM
93
Panagora Asset Management
Massachusetts
$561K – – –
GMIM
94
General Motors Investment Management
New York
$528K +$127K +10,935 +35%
ProShare Advisors
95
ProShare Advisors
Maryland
$490K -$412K -35,534 -48%
CAM
96
Cortina Asset Management
Wisconsin
$489K +$72.8K +6,277 +19%
NTCOC
97
Northern Trust Company of Connecticut
Connecticut
$481K – – –
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$480K -$112K -9,700 -20%
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$466K +$428K +36,900 New
GT
100
Glenmede Trust
Pennsylvania
$407K +$375K +32,317 New
2 3
4
5 6

BPFH Hedge Fund Activity: Q4 2013 in Review

151 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2013, worth a combined $875M — up 12% from $779M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BPFH positions and 7 closed out — a net gain of 8 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $5.16M. The largest seller was Lord, Abbett & Co, cutting an estimated $10.5M.

  • 151 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2013, up from 143 in Q3 2013.
  • Funds reported $875M of Boston Private Financial Holdings, Inc. stock for Q4 2013, up 12% quarter-over-quarter.
  • 15 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2013 and 7 closed out, a net change of +8 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2013 was Bank of New York Mellon, an estimated $5.16M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2013 was Lord, Abbett & Co, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2013.