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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

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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: 173 → 175 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$13.3M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.36M
3
Deutsche Bank
Deutsche Bank
Germany
+$3.88M
4
Ameriprise
Ameriprise
Minnesota
+$3.44M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$11.5M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$7.24M
3
RA
Royce & Associates
New York
-$4.47M
4
Morgan Stanley
Morgan Stanley
New York
-$3.28M
5
State Street
State Street
Massachusetts
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRAM
126
Stone Ridge Asset Management
New York
$163K +$40K +3,500 +31%
BCM
127
BlueCrest Capital Management
Jersey
$162K -$132K -11,509 -44%
EP
128
Elkfork Partners
Oregon
$153K – – –
MFG
129
Magnus Financial Group
New York
$151K +$158K +13,791 New
SO
130
STRS Ohio
Ohio
$140K +$146K +12,800 New
AB
131
Amalgamated Bank
New York
$139K +$4.94K +432 +4%
LSV Asset Management
132
LSV Asset Management
Illinois
$139K +$145K +12,700 New
USAA
133
United Services Automobile Association
Texas
$138K – – –
CSS
134
Cubist Systematic Strategies
Connecticut
$137K -$585K -51,186 -80%
ProShare Advisors
135
ProShare Advisors
Maryland
$126K +$3.96K +346 +3%
CIBC Asset Management
136
CIBC Asset Management
Ontario, Canada
$124K – – –
RCM
137
Riverhead Capital Management
Delaware
$124K – – –
PTC
138
Petrus Trust Company
Texas
$120K – – –
ECM
139
Everence Capital Management
Indiana
$118K – – –
TAM
140
Tyers Asset Management
Texas
$112K – – –
RJT
141
Raymond James Trust
Florida
$110K – – –
TA
142
Teton Advisors
New York
$110K +$114K +10,000 New
AIP
143
Ameritas Investment Partners
Nebraska
$77K – – –
CBT
144
Capital Bank & Trust
California
$66K – – –
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$63K +$6.05K +529 +10%
QT
146
Quantamental Technologies
New York
$59K -$26.6K -2,329 -30%
VCM
147
Versant Capital Management
Arizona
$48K +$9.77K +855 +24%
LIA
148
LS Investment Advisors
Michigan
$27K – – –
BWM
149
Baystate Wealth Management
Massachusetts
$27K +$263 +23 +1%
MOACM
150
Mutual of America Capital Management
New York
$26K +$3.54K +310 +15%
4 5
6
7 8

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.