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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
TI
101
Trexquant Investment
Connecticut
$356K +$95.5K +8,353 +35%
Connor, Clark & Lunn Investment Management (CC&L)
102
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$354K +$369K +32,325 New
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$343K -$4.47K -391 -1%
CIM
104
CIM Investment Management
Pennsylvania
$339K -$2.99K -262 -0.8%
Axa
105
Axa
France
$338K
COPPSERS
106
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$315K -$2.09K -183 -0.6%
MSA
107
Mason Street Advisors
Wisconsin
$295K +$7.99K +699 +3%
EVM
108
Eaton Vance Management
Massachusetts
$292K -$57.1K -5,000 -16%
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$277K
MERSOM
110
Municipal Employees' Retirement System of Michigan
Michigan
$271K +$3.09K +270 +1%
FA
111
Financial Advisors
Massachusetts
$269K
XK
112
Xact Kapitalforvaltning
Sweden
$268K
UBS Group
113
UBS Group
Switzerland
$257K -$642K -56,158 -70%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$255K -$69.6K -6,092 -21%
Squarepoint
115
Squarepoint
New York
$252K -$114K -9,997 -30%
GHCM
116
Glen Harbor Capital Management
California
$237K
PIA
117
Piedmont Investment Advisors
North Carolina
$231K +$11.1K +975 +5%
O
118
OppenheimerFunds
New York
$229K +$13.8K +1,208 +6%
Capital Fund Management (CFM)
119
Capital Fund Management (CFM)
France
$224K +$3.43K +300 +1%
SEI Investments
120
SEI Investments
Pennsylvania
$219K -$445K -38,955 -66%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$218K -$50.3K -4,400 -18%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$213K +$199K +17,390 +866%
MCIM
123
Meadow Creek Investment Management
Georgia
$195K
B
124
Bailard
California
$186K +$194K +17,000 New
RJA
125
Raymond James & Associates
Florida
$182K

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.