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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

164 hedge funds and large institutions have $1.19B invested in Boston Private Financial Holdings, Inc. in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 55

0% less capital invested

Capital invested by funds: $1.19B → $1.19B (-$998K)

1% less funds holding

Funds holding: 165164 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

53% less call options, than puts

Call options by funds: $257K | Put options by funds: $550K

Holders
164
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
64
Reduced
55
Closed
17
Calls
$257K
Puts
$550K
Net Calls
-$293K
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
76
AQR Capital Management
Connecticut
$895K -$1.09M -71,973 -55%
Two Sigma Investments
77
Two Sigma Investments
New York
$880K +$306K +20,148 +53%
AG
78
Aperio Group
California
$852K -$26.3K -1,736 -3%
TPSF
79
Texas Permanent School Fund
Texas
$840K -$17.6K -1,160 -2%
AIG
80
American International Group
New York
$802K -$199K -13,096 -20%
Public Sector Pension Investment Board (PSP Investments)
81
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$800K
BWP
82
Baldwin Wealth Partners
Massachusetts
$740K -$326K -21,520 -30%
MIM
83
MetLife Investment Management
New Jersey
$605K
VOYA Investment Management
84
VOYA Investment Management
Georgia
$574K
SOADOR
85
State of Alaska Department of Revenue
Alaska
$564K +$206K +13,570 +57%
LSERS
86
Louisiana State Employees Retirement System
Louisiana
$563K +$18.2K +1,200 +3%
IIM
87
Ironwood Investment Management
Massachusetts
$542K -$5.72K -377 -1%
UBS AM
88
UBS AM
Illinois
$538K
SSA
89
Schonfeld Strategic Advisors
New York
$538K +$542K +35,755 New
MERSOM
90
Municipal Employees' Retirement System of Michigan
Michigan
$507K +$31.7K +2,090 +7%
CIM
91
CIM Investment Management
Pennsylvania
$469K
Axa
92
Axa
France
$464K +$467K +30,800 New
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$442K -$27.9K -1,840 -6%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$429K -$477K -31,432 -52%
ACA
95
Anchor Capital Advisors
Massachusetts
$393K
Barclays
96
Barclays
United Kingdom
$387K +$28.9K +1,905 +8%
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$387K +$12.4K +817 +3%
Public Employees Retirement Association of Colorado
98
Public Employees Retirement Association of Colorado
Colorado
$381K
XK
99
Xact Kapitalforvaltning
Sweden
$368K +$132K +8,700 +55%
MSA
100
Mason Street Advisors
Wisconsin
$352K +$22.2K +1,466 +7%

BPFH Hedge Fund Activity: Q1 2018 in Review

164 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2018, worth a combined $1.19B — down 0.08% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BPFH and 16 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 64 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $24.5M. The largest seller was Victory Capital Management, exiting entirely with an estimated $9.92M sold.

  • 164 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2018, down from 165 in Q4 2017.
  • Funds reported $1.19B of Boston Private Financial Holdings, Inc. stock for Q1 2018, down 0.08% quarter-over-quarter.
  • 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2018 and 17 closed out, a net change of -1 holder.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2018 was Cramer Rosenthal McGlynn, an estimated $24.5M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2018 was Victory Capital Management, an estimated $9.92M sold.

Based on aggregated 13F filings for Q1 2018.