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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

157 hedge funds and large institutions have $894M invested in Boston Private Financial Holdings, Inc. in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

6% more funds holding

Funds holding: 148157 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

8% less capital invested

Capital invested by funds: $976M → $894M (-$81.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
58
Reduced
62
Closed
11
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$1.11M +$245K +19,414 +28%
Swiss National Bank
77
Swiss National Bank
Switzerland
$1.11M -$17.7K -1,400 -2%
NFA
78
Nationwide Fund Advisors
Ohio
$1.06M -$1.78K -141 -0.2%
MAA
79
Managed Account Advisors
New Jersey
$1.06M -$25.2K -1,999 -2%
Federated Hermes
80
Federated Hermes
Pennsylvania
$1.05M +$407K +32,248 +62%
First Trust Advisors
81
First Trust Advisors
Illinois
$1.02M -$438K -34,719 -30%
Comerica Bank
82
Comerica Bank
Texas
$985K +$14.3K +1,134 +1%
TPSF
83
Texas Permanent School Fund
Texas
$904K -$100K -7,964 -10%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$855K
GC
85
Guggenheim Capital
Illinois
$843K -$76.5K -6,067 -8%
Tudor Investment Corp
86
Tudor Investment Corp
Connecticut
$789K +$295K +23,381 +58%
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$780K -$9.43K -748 -1%
AQR Capital Management
88
AQR Capital Management
Connecticut
$773K
AIG
89
American International Group
New York
$762K +$4.85K +385 +0.6%
SCM
90
Sterling Capital Management
North Carolina
$698K +$173K +13,700 +32%
ASRS
91
Arizona State Retirement System
Arizona
$691K -$12.6K -1,000 -2%
ZIM
92
Zacks Investment Management
Illinois
$666K +$678K +53,757 New
CAM
93
Cortina Asset Management
Wisconsin
$636K +$25.3K +2,007 +4%
CAM
94
Capstone Asset Management
Texas
$608K +$21.1K +1,670 +4%
BA
95
BlackRock Advisors
Delaware
$564K -$648K -51,406 -53%
ProShare Advisors
96
ProShare Advisors
Maryland
$560K -$102K -8,053 -15%
GMIM
97
General Motors Investment Management
New York
$548K +$245K +19,392 +78%
ACA
98
Anchor Capital Advisors
Massachusetts
$501K -$84.5K -6,700 -14%
PRCP
99
Pacific Ridge Capital Partners
Oregon
$500K +$178K +14,125 +54%
Bank of America
100
Bank of America
North Carolina
$469K +$11.4K +903 +2%

BPFH Hedge Fund Activity: Q3 2014 in Review

157 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2014, worth a combined $894M — down 8.4% from $976M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BPFH positions and 11 closed out — a net gain of 9 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $23.1M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $16.6M sold.

  • 157 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2014, up from 148 in Q2 2014.
  • Funds reported $894M of Boston Private Financial Holdings, Inc. stock for Q3 2014, down 8.4% quarter-over-quarter.
  • 20 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2014 and 11 closed out, a net change of +9 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2014 was Allianz Asset Management, an estimated $23.1M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2014 was Cramer Rosenthal McGlynn, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2014.