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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

175 hedge funds and large institutions have $845M invested in Boston Private Financial Holdings, Inc. in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

1% more funds holding

Funds holding: 173175 (+2)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

4% more capital invested

Capital invested by funds: $810M → $845M (+$35.4M)

Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
61
Reduced
51
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
Royce & Associates
New York
$773K -$4.47M -391,500 -85%
MSE
77
MUFG Securities EMEA
United Kingdom
$773K +$806K +70,501 New
CS
78
Credit Suisse
Switzerland
$713K -$159K -13,887 -18%
Wellington Management Group
79
Wellington Management Group
Massachusetts
$708K
Morgan Stanley
80
Morgan Stanley
New York
$700K -$3.28M -286,721 -82%
AIG
81
American International Group
New York
$691K -$20.4K -1,785 -3%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$668K +$659K +57,635 +1,772%
Citigroup
83
Citigroup
New York
$624K -$413K -36,135 -39%
TPSF
84
Texas Permanent School Fund
Texas
$623K +$19K +1,661 +3%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$621K
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$594K +$46K +4,026 +8%
UBS AM
87
UBS AM
Illinois
$547K +$38.7K +3,387 +7%
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$540K +$64.1K +5,610 +13%
AG
89
Aperio Group
California
$496K +$5.01K +438 +1%
MIM
90
MetLife Investment Management
New Jersey
$441K
Two Sigma Advisers
91
Two Sigma Advisers
New York
$432K -$97.1K -8,500 -18%
SOADOR
92
State of Alaska Department of Revenue
Alaska
$432K -$571 -50 -0.1%
AQR Capital Management
93
AQR Capital Management
Connecticut
$432K +$30.1K +2,632 +7%
SL
94
Signition LP
New York
$400K +$417K +36,452 New
VOYA Investment Management
95
VOYA Investment Management
Georgia
$392K -$13.7K -1,195 -3%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$379K -$416K -36,417 -51%
IIM
97
Ironwood Investment Management
Massachusetts
$377K -$10.3K -899 -3%
BWP
98
Baldwin Wealth Partners
Massachusetts
$361K
MSL
99
Mackay Shields LLC
New York
$360K
OPERF
100
Oregon Public Employees Retirement Fund
Oregon
$358K +$6.74K +590 +2%

BPFH Hedge Fund Activity: Q1 2019 in Review

175 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2019, worth a combined $845M — up 4.4% from $810M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BPFH positions and 22 closed out — a net gain of 2 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Invesco, adding an estimated $13.3M. The largest seller was Millennium Management, cutting an estimated $11.5M.

  • 175 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2019, up from 173 in Q4 2018.
  • Funds reported $845M of Boston Private Financial Holdings, Inc. stock for Q1 2019, up 4.4% quarter-over-quarter.
  • 24 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2019 and 22 closed out, a net change of +2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2019 was Invesco, an estimated $13.3M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2019 was Millennium Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2019.