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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
Nomura Holdings
126
Nomura Holdings
Japan
$181K -$78K -6,079 -31%
AG
127
Aperio Group
California
$175K +$166K +12,970 New
TI
128
Trexquant Investment
Connecticut
$171K +$163K +12,700 New
OA
129
OFI Advisors
Pennsylvania
$170K +$5.49K +428 +4%
MC
130
Middleton & Co
Massachusetts
$169K -$57.7K -4,500 -26%
Legal & General Group
131
Legal & General Group
United Kingdom
$162K
WSFS
132
Wilmington Savings Fund Society
Delaware
$152K
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$152K +$77 +6 +0.1%
Barclays
134
Barclays
United Kingdom
$145K +$104K +8,140 +265%
MSA
135
Mason Street Advisors
Wisconsin
$143K +$7.89K +615 +6%
Neuberger Berman Group
136
Neuberger Berman Group
New York
$141K
TA
137
Teton Advisors
New York
$139K -$2.56K -200 -2%
WBC
138
Westpac Banking Corp
Australia
$128K +$52.8K +4,115 +76%
Canada Life
139
Canada Life
Manitoba, Canada
$125K
UBS Group
140
UBS Group
Switzerland
$97K +$92.2K +7,187 New
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$46K -$1.5K -117 -3%
DekaBank Deutsche Girozentrale
142
DekaBank Deutsche Girozentrale
Germany
$41K +$38.9K +3,037 New
BlackRock
143
BlackRock
New York
$34K
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$33K -$6.13K -478 -16%
FHA
145
First Horizon Advisors
Tennessee
$32K
Bessemer Group
146
Bessemer Group
New Jersey
$27K
Creative Planning
147
Creative Planning
Kansas
$14K +$6.41K +500 +95%
SEI Investments
148
SEI Investments
Pennsylvania
$12K +$13.5K +1,050 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$7K -$1.67K -130 -21%
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$5K

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.