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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

169 hedge funds and large institutions have $1.25B invested in Boston Private Financial Holdings, Inc. in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

3% more funds holding

Funds holding: 164169 (+5)

5% more capital invested

Capital invested by funds: $1.19B → $1.25B (+$59.2M)

61% less call options, than puts

Call options by funds: $179K | Put options by funds: $458K

Holders
169
Holders Change
+5
Holders Change %
+3.05%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
57
Reduced
50
Closed
11
Calls
$179K
Puts
$458K
Net Calls
-$279K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
76
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$845K
OAM
77
Oberweis Asset Management
Illinois
$822K +$850K +51,700 New
SEI Investments
78
SEI Investments
Pennsylvania
$816K -$293K -17,839 -26%
BWP
79
Baldwin Wealth Partners
Massachusetts
$782K
Barclays
80
Barclays
United Kingdom
$735K +$336K +20,460 +79%
UBS Group
81
UBS Group
Switzerland
$715K +$444K +26,992 +150%
AQR Capital Management
82
AQR Capital Management
Connecticut
$661K -$294K -17,880 -30%
SOADOR
83
State of Alaska Department of Revenue
Alaska
$653K +$59.7K +3,630 +10%
MIM
84
MetLife Investment Management
New Jersey
$640K
Allianz Asset Management
85
Allianz Asset Management
Germany
$602K +$623K +37,890 New
LSERS
86
Louisiana State Employees Retirement System
Louisiana
$599K +$4.93K +300 +0.8%
EVM
87
Eaton Vance Management
Massachusetts
$585K -$603K -36,662 -50%
IIM
88
Ironwood Investment Management
Massachusetts
$571K -$2.65K -161 -0.4%
UBS AM
89
UBS AM
Illinois
$569K
DTL
90
Dynamic Technology Lab
Singapore
$566K +$585K +35,606 New
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$551K +$570K +34,671 New
VOYA Investment Management
92
VOYA Investment Management
Georgia
$550K -$58.7K -3,568 -9%
CIM
93
CIM Investment Management
Pennsylvania
$496K
Axa
94
Axa
France
$490K
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$467K +$60.1K +3,653 +14%
FRM
96
Fox Run Management
Connecticut
$439K +$454K +27,603 New
ACA
97
Anchor Capital Advisors
Massachusetts
$416K
GCP
98
GSA Capital Partners
United Kingdom
$411K +$426K +25,877 New
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$403K -$65.8K -4,000 -14%
Public Employees Retirement Association of Colorado
100
Public Employees Retirement Association of Colorado
Colorado
$402K

BPFH Hedge Fund Activity: Q2 2018 in Review

169 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2018, worth a combined $1.25B — up 5% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BPFH positions and 11 closed out — a net gain of 5 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.8M. The largest seller was American Century Companies, cutting an estimated $8.41M.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2018, up from 164 in Q1 2018.
  • Funds reported $1.25B of Boston Private Financial Holdings, Inc. stock for Q2 2018, up 5% quarter-over-quarter.
  • 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2018 and 11 closed out, a net change of +5 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2018 was Fidelity Investments, an estimated $10.8M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2018 was American Century Companies, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2018.