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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

178 hedge funds and large institutions have $914M invested in Boston Private Financial Holdings, Inc. in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

3% less capital invested

Capital invested by funds: $941M → $914M (-$26.6M)

1% less funds holding

Funds holding: 180178 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $156K

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
68
Reduced
58
Closed
15
Calls
Puts
$156K
Net Calls
-$156K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
126
Teton Advisors
New York
$175K -$78.8K -7,000 -32%
Man Group
127
Man Group
United Kingdom
$169K -$807K -71,692 -83%
MFG
128
Magnus Financial Group
New York
$168K +$6.59K +585 +4%
EP
129
Elkfork Partners
Oregon
$163K
Grantham, Mayo, Van Otterloo & Co (GMO)
130
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$157K +$152K +13,500 New
PA
131
Profund Advisors
Maryland
$150K +$145K +12,874 New
AB
132
Amalgamated Bank
New York
$149K -$2.13K -189 -1%
LSV Asset Management
133
LSV Asset Management
Illinois
$148K
KBC Group
134
KBC Group
Belgium
$140K +$135K +12,014 New
Allianz Asset Management
135
Allianz Asset Management
Germany
$138K +$372 +33 +0.3%
ACA
136
Anchor Capital Advisors
Massachusetts
$137K
ProShare Advisors
137
ProShare Advisors
Maryland
$135K +$3.86K +343 +3%
CIBC Asset Management
138
CIBC Asset Management
Ontario, Canada
$132K
RCM
139
Riverhead Capital Management
Delaware
$131K
ECM
140
Everence Capital Management
Indiana
$125K
CSS
141
Cubist Systematic Strategies
Connecticut
$122K -$53.8K -4,775 -31%
TAM
142
Tyers Asset Management
Texas
$119K
RJT
143
Raymond James Trust
Florida
$119K +$1.89K +168 +2%
AIP
144
Ameritas Investment Partners
Nebraska
$82K
AL
145
AJO LP
Pennsylvania
$76K +$73.5K +6,526 New
CBT
146
Capital Bank & Trust
California
$70K
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$67K
QT
148
Quantamental Technologies
New York
$66K +$28.3K +2,517 +80%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$51K -$4.31K -383 -8%
Federated Hermes
150
Federated Hermes
Pennsylvania
$41K +$39.2K +3,479 New

BPFH Hedge Fund Activity: Q3 2019 in Review

178 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2019, worth a combined $914M — down 2.8% from $941M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BPFH and 13 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 68 added.

The largest buyer was Select Equity Group, adding an estimated $7.11M. The largest seller was Aberdeen Group, cutting an estimated $9.44M.

  • 178 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2019, down from 180 in Q2 2019.
  • Funds reported $914M of Boston Private Financial Holdings, Inc. stock for Q3 2019, down 2.8% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2019 and 15 closed out, a net change of -2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2019 was Select Equity Group, an estimated $7.11M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2019 was Aberdeen Group, an estimated $9.44M sold.

Based on aggregated 13F filings for Q3 2019.