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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

160 hedge funds and large institutions have $876M invested in Boston Private Financial Holdings, Inc. in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 44

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 156160 (+4)

2% more capital invested

Capital invested by funds: $861M → $876M (+$15M)

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
71
Reduced
44
Closed
13
Calls
$115K
Puts
Net Calls
+$115K
Net Calls Change
+$115K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
76
Panagora Asset Management
Massachusetts
$876K +$257K +24,339 +47%
Morgan Stanley
77
Morgan Stanley
New York
$822K -$1.01M -95,472 -57%
Wells Fargo
78
Wells Fargo
California
$794K +$192K +18,165 +35%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$772K +$16.8K +1,588 +2%
TPSF
80
Texas Permanent School Fund
Texas
$765K -$26.8K -2,539 -4%
Bank of America
81
Bank of America
North Carolina
$742K +$142K +13,425 +26%
SCM
82
Signia Capital Management
Washington
$729K +$344K +32,589 +105%
AIG
83
American International Group
New York
$718K +$30K +2,837 +5%
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$696K +$642K +60,800 New
CC
85
Cipher Capital
New York
$686K +$309K +29,237 +95%
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$678K
Public Sector Pension Investment Board (PSP Investments)
87
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$660K
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$634K +$10K +949 +2%
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$620K +$105K +9,953 +23%
EVM
90
Eaton Vance Management
Massachusetts
$605K +$410K +38,840 +278%
UBS AM
91
UBS AM
Illinois
$566K -$180K -17,000 -26%
ASRS
92
Arizona State Retirement System
Arizona
$489K +$15.8K +1,500 +4%
BA
93
BlackRock Advisors
Delaware
$445K +$30.3K +2,865 +8%
AA
94
ALPS Advisors
Colorado
$443K +$408K +38,654 New
LSERS
95
Louisiana State Employees Retirement System
Louisiana
$424K
VOYA Investment Management
96
VOYA Investment Management
Georgia
$416K
ACA
97
Anchor Capital Advisors
Massachusetts
$394K -$137 -13 -0%
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$376K
AG
99
Aperio Group
California
$366K +$171K +16,219 +103%
Wellington Management Group
100
Wellington Management Group
Massachusetts
$359K

BPFH Hedge Fund Activity: Q1 2016 in Review

160 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2016, worth a combined $876M — up 1.7% from $861M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BPFH positions and 13 closed out — a net gain of 4 holders — while 71 added to existing stakes and 44 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $11.1M. The largest seller was Millennium Management, cutting an estimated $10.4M.

  • 160 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2016, up from 156 in Q4 2015.
  • Funds reported $876M of Boston Private Financial Holdings, Inc. stock for Q1 2016, up 1.7% quarter-over-quarter.
  • 17 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2016 and 13 closed out, a net change of +4 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2016 was Cramer Rosenthal McGlynn, an estimated $11.1M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2016 was Millennium Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2016.