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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

157 hedge funds and large institutions have $894M invested in Boston Private Financial Holdings, Inc. in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

6% more funds holding

Funds holding: 148157 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

8% less capital invested

Capital invested by funds: $976M → $894M (-$81.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
58
Reduced
62
Closed
11
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
126
PineBridge Investments
New York
$212K +$60K +4,756 +38%
MC
127
Middleton & Co
Massachusetts
$211K +$7.57K +600 +4%
BWM
128
Baystate Wealth Management
Massachusetts
$200K
ANTB
129
AMG National Trust Bank
Colorado
$194K -$38.7K -3,073 -16%
US Bancorp
130
US Bancorp
Minnesota
$187K +$47K +3,724 +33%
PP
131
Paloma Partners
Connecticut
$183K +$186K +14,790 New
OA
132
OFI Advisors
Pennsylvania
$151K +$2.67K +212 +2%
PA
133
Profund Advisors
Maryland
$149K -$101K -8,048 -40%
Legal & General Group
134
Legal & General Group
United Kingdom
$147K +$149K +11,854 New
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$140K -$4.04K -320 -3%
WSFS
136
Wilmington Savings Fund Society
Delaware
$140K
PCP
137
Perimeter Capital Partners
Georgia
$137K -$524K -41,599 -79%
Neuberger Berman Group
138
Neuberger Berman Group
New York
$130K -$378 -30 -0.3%
TA
139
Teton Advisors
New York
$130K
TRCT
140
Tower Research Capital (TRC)
New York
$129K +$132K +10,436 New
MSA
141
Mason Street Advisors
Wisconsin
$124K -$290 -23 -0.2%
Canada Life
142
Canada Life
Manitoba, Canada
$116K +$86.1K +6,828 +271%
U
143
UBS
Switzerland
$91K +$2.29K +182 +3%
WBC
144
Westpac Banking Corp
Australia
$67K +$68.1K +5,404 New
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$58.5K +$57.4K +4,550 +2,692%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$43K -$25.2K -2,000 -36%
Barclays
147
Barclays
United Kingdom
$37K -$614K -48,715 -94%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$36K +$265 +21 +0.7%
BlackRock
149
BlackRock
New York
$31K
FHA
150
First Horizon Advisors
Tennessee
$30K

BPFH Hedge Fund Activity: Q3 2014 in Review

157 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2014, worth a combined $894M — down 8.4% from $976M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BPFH positions and 11 closed out — a net gain of 9 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $23.1M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $16.6M sold.

  • 157 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2014, up from 148 in Q2 2014.
  • Funds reported $894M of Boston Private Financial Holdings, Inc. stock for Q3 2014, down 8.4% quarter-over-quarter.
  • 20 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2014 and 11 closed out, a net change of +9 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2014 was Allianz Asset Management, an estimated $23.1M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2014 was Cramer Rosenthal McGlynn, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2014.