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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 $514M invested in Boston Private Financial Holdings, Inc. in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 169169 (0)

5% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 58

6% less capital invested

Capital invested by funds: $548M → $514M (-$34.4M)

68% less call options, than puts

Call options by funds: $77K | Put options by funds: $238K

Holders
169
Holders Change
Holders Change %
0%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
55
Reduced
58
Closed
28
Calls
$77K
Puts
$238K
Net Calls
-$161K
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
76
UBS AM
Illinois
$479K -$28K -4,003 -5%
TI
77
Trexquant Investment
Connecticut
$469K +$43.4K +6,202 +10%
Bank of America
78
Bank of America
North Carolina
$464K +$13.5K +1,931 +3%
SO
79
STRS Ohio
Ohio
$463K +$169K +24,100 +56%
TPSF
80
Texas Permanent School Fund
Texas
$445K -$43.3K -6,190 -9%
AG
81
Aperio Group
California
$427K +$118K +16,876 +37%
Jacobs Levy Equity Management
82
Jacobs Levy Equity Management
New Jersey
$404K +$410K +58,666 New
AIG
83
American International Group
New York
$399K +$6.01K +859 +2%
EGM
84
Engineers Gate Manager
New York
$380K +$256K +36,556 +196%
PTC
85
Philadelphia Trust Company
Pennsylvania
$378K
SEI Investments
86
SEI Investments
Pennsylvania
$369K +$85.4K +12,200 +29%
HF
87
HRT Financial
New York
$352K +$359K +51,305 New
Two Sigma Investments
88
Two Sigma Investments
New York
$351K -$130K -18,578 -27%
TRCT
89
Tower Research Capital (TRC)
New York
$335K +$340K +48,604 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$334K -$26.4K -3,771 -7%
RJA
91
Raymond James & Associates
Florida
$334K +$101K +14,491 +43%
Man Group
92
Man Group
United Kingdom
$324K +$330K +47,133 New
Citigroup
93
Citigroup
New York
$320K -$1.29K -185 -0.4%
Creative Planning
94
Creative Planning
Kansas
$314K +$319K +45,615 New
TA
95
Teton Advisors
New York
$311K +$158K +22,600 +100%
RA
96
Royce & Associates
New York
$310K -$40.7K -5,814 -11%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$296K +$5.66K +809 +2%
COPPSERS
98
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$283K -$4.93K -704 -2%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$276K +$76.2K +10,894 +37%
Deutsche Bank
100
Deutsche Bank
Germany
$259K +$68.8K +9,829 +35%

BPFH Hedge Fund Activity: Q2 2020 in Review

169 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2020, worth a combined $514M — down 6.3% from $548M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BPFH positions and 28 closed out — a net gain of 1 holder — while 55 added to existing stakes and 58 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $4.09M. The largest seller was Boston Partners, exiting entirely with an estimated $12M sold.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $514M of Boston Private Financial Holdings, Inc. stock for Q2 2020, down 6.3% quarter-over-quarter.
  • 29 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2020 and 28 closed out, a net change of +1 holder.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2020 was Wasatch Advisors, an estimated $4.09M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2020 was Boston Partners, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2020.