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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

173 hedge funds and large institutions have $810M invested in Boston Private Financial Holdings, Inc. in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

7% more funds holding

Funds holding: 161173 (+12)

26% less capital invested

Capital invested by funds: $1.09B → $810M (-$283M)

Holders
173
Holders Change
+12
Holders Change %
+7.45%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
55
Reduced
49
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EP
126
Elkfork Partners
Oregon
$148K
USAA
127
United Services Automobile Association
Texas
$133K
AB
128
Amalgamated Bank
New York
$129K +$968 +77 +0.6%
CIBC Asset Management
129
CIBC Asset Management
Ontario, Canada
$120K
SRAM
130
Stone Ridge Asset Management
New York
$120K +$143K +11,396 New
RCM
131
Riverhead Capital Management
Delaware
$119K
PAM
132
Panagora Asset Management
Massachusetts
$118K -$58.6K -4,664 -29%
ProShare Advisors
133
ProShare Advisors
Maryland
$118K -$15.2K -1,205 -10%
SFI
134
Susquehanna Fundamental Investments
Pennsylvania
$116K +$138K +10,960 New
PTC
135
Petrus Trust Company
Texas
$116K +$138K +10,993 New
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$115K +$7.38K +587 +6%
ECM
137
Everence Capital Management
Indiana
$114K
TAM
138
Tyers Asset Management
Texas
$108K
RJT
139
Raymond James Trust
Florida
$106K
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$89K +$8.37K +666 +9%
QT
141
Quantamental Technologies
New York
$82K +$97.5K +7,751 New
AIP
142
Ameritas Investment Partners
Nebraska
$75K
CBT
143
Capital Bank & Trust
California
$63K
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$55K +$17.6K +1,401 +37%
VCM
145
Versant Capital Management
Arizona
$38K +$6.04K +480 +15%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$35K -$360K -28,638 -90%
MIFH
147
Migdal Insurance & Financial Holdings
Israel
$31K -$19K -1,513 -34%
BWM
148
Baystate Wealth Management
Massachusetts
$27K -$12.2K -970 -30%
QT
149
Quantbot Technologies
New York
$26K -$56.5K -4,497 -65%
LIA
150
LS Investment Advisors
Michigan
$26K

BPFH Hedge Fund Activity: Q4 2018 in Review

173 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2018, worth a combined $810M — down 26% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BPFH positions and 23 closed out — a net gain of 13 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $20.5M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $51.8M.

  • 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2018, up from 161 in Q3 2018.
  • Funds reported $810M of Boston Private Financial Holdings, Inc. stock for Q4 2018, down 26% quarter-over-quarter.
  • 36 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2018 and 23 closed out, a net change of +13 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2018 was Boston Partners, an estimated $20.5M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2018 was Cramer Rosenthal McGlynn, an estimated $51.8M sold.

Based on aggregated 13F filings for Q4 2018.