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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

169 hedge funds and large institutions have $514M invested in Boston Private Financial Holdings, Inc. in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 169169 (0)

5% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 58

6% less capital invested

Capital invested by funds: $548M → $514M (-$34.4M)

68% less call options, than puts

Call options by funds: $77K | Put options by funds: $238K

Holders
169
Holders Change
Holders Change %
0%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
55
Reduced
58
Closed
28
Calls
$77K
Puts
$238K
Net Calls
-$161K
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SRAM
126
Stone Ridge Asset Management
New York
$131K +$13.3K +1,900 +11%
ASRS
127
Arizona State Retirement System
Arizona
$129K -$5.23K -748 -4%
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$129K
PP
129
Paloma Partners
Connecticut
$123K +$124K +17,767 New
EVM
130
Eaton Vance Management
Massachusetts
$116K -$17.4K -2,483 -13%
VCA
131
Verdence Capital Advisors
Maryland
$106K +$8.17K +1,168 +8%
MFG
132
Magnus Financial Group
New York
$102K +$104K +14,825 New
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$97K
GCP
134
GSA Capital Partners
United Kingdom
$91K +$92.8K +13,264 New
ProShare Advisors
135
ProShare Advisors
Maryland
$86K +$87.5K +12,505 New
WCM
136
Weld Capital Management
New York
$82K +$83.4K +11,924 New
ACA
137
Anchor Capital Advisors
Massachusetts
$81K
MC
138
Moors & Cabot
Massachusetts
$81K +$82.4K +11,775 New
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$77K +$78.3K +11,198 New
CIBC Asset Management
140
CIBC Asset Management
Ontario, Canada
$76K
ECM
141
Everence Capital Management
Indiana
$74K
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$72K
AIP
143
Ameritas Investment Partners
Nebraska
$49K
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$45.7K -$201K -28,749 -81%
Simplex Trading
145
Simplex Trading
Illinois
$35K +$36.1K +5,163 New
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$30K +$2.55K +365 +9%
MOACM
147
Mutual of America Capital Management
New York
$27K +$2.23K +319 +9%
Federated Hermes
148
Federated Hermes
Pennsylvania
$27K +$2.69K +384 +11%
PCM
149
Prelude Capital Management
New York
$23K
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$21K -$2.13K -304 -9%

BPFH Hedge Fund Activity: Q2 2020 in Review

169 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2020, worth a combined $514M — down 6.3% from $548M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BPFH positions and 28 closed out — a net gain of 1 holder — while 55 added to existing stakes and 58 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $4.09M. The largest seller was Boston Partners, exiting entirely with an estimated $12M sold.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $514M of Boston Private Financial Holdings, Inc. stock for Q2 2020, down 6.3% quarter-over-quarter.
  • 29 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2020 and 28 closed out, a net change of +1 holder.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2020 was Wasatch Advisors, an estimated $4.09M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2020 was Boston Partners, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2020.