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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

153 hedge funds and large institutions have $969M invested in Boston Private Financial Holdings, Inc. in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

8% more capital invested

Capital invested by funds: $894M → $969M (+$75.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 157153 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
153
Holders Change
-4
Holders Change %
-2.55%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
64
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
101
Alpha Windward
Massachusetts
$478K -$17.7K -1,380 -4%
UBS AM
102
UBS AM
Illinois
$471K +$38.5K +3,000 +9%
Bank of America
103
Bank of America
North Carolina
$459K -$48.6K -3,790 -10%
Jacobs Levy Equity Management
104
Jacobs Levy Equity Management
New Jersey
$451K
ProShare Advisors
105
ProShare Advisors
Maryland
$416K -$184K -14,331 -32%
GT
106
Glenmede Trust
Pennsylvania
$414K
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$399K +$75.7K +5,900 +25%
EVM
108
Eaton Vance Management
Massachusetts
$377K +$988 +77 +0.3%
Tudor Investment Corp
109
Tudor Investment Corp
Connecticut
$341K -$493K -38,408 -60%
Public Employees Retirement Association of Colorado
110
Public Employees Retirement Association of Colorado
Colorado
$341K
BWP
111
Baldwin Wealth Partners
Massachusetts
$337K +$29.8K +2,320 +10%
NCCM
112
Nine Chapters Capital Management
New Jersey
$333K +$41K +3,200 +15%
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$321K -$81.4K -6,346 -21%
AA
114
Ancora Advisors
Ohio
$319K
DC
115
Deere & Company
Illinois
$319K +$304K +23,671 New
CIM
116
CIM Investment Management
Pennsylvania
$289K +$38K +2,964 +16%
LSV Asset Management
117
LSV Asset Management
Illinois
$281K
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$275K
BOS
119
Bingham Osborn & Scarborough
California
$270K -$197K -15,392 -43%
PI
120
PineBridge Investments
New York
$251K +$20.1K +1,564 +9%
SG Americas Securities
121
SG Americas Securities
New York
$247K +$235K +18,321 New
BWM
122
Baystate Wealth Management
Massachusetts
$217K
PA
123
Profund Advisors
Maryland
$208K +$43.6K +3,401 +28%
ANTB
124
AMG National Trust Bank
Colorado
$197K -$13.6K -1,063 -7%
US Bancorp
125
US Bancorp
Minnesota
$194K -$8.63K -673 -4%

BPFH Hedge Fund Activity: Q4 2014 in Review

153 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2014, worth a combined $969M — up 8.4% from $894M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BPFH and 13 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 64 added.

The largest buyer was Allianz Asset Management, adding an estimated $11.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $21.5M sold.

  • 153 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2014, down from 157 in Q3 2014.
  • Funds reported $969M of Boston Private Financial Holdings, Inc. stock for Q4 2014, up 8.4% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2014 and 16 closed out, a net change of -3 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2014 was Allianz Asset Management, an estimated $11.6M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2014 was Lord, Abbett & Co, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2014.