Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
151 hedge funds and large institutions have $875M invested in Boston Private Financial Holdings, Inc. in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
12% more capital invested
Capital invested by funds: $779M → $875M (+$96M)
6% more funds holding
Funds holding: 143 → 151 (+8)
9% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$5.16M |
| 2 |
Goldman Sachs
New York
|
+$4.22M |
| 3 |
O
OppenheimerFunds
New York
|
+$3.2M |
| 4 |
BCM
Basswood Capital Management
New York
|
+$1.9M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$10.5M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$6.19M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.45M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$2.54M |
| 5 |
PCP
Perimeter Capital Partners
Atlanta,
Georgia
|
-$2.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UM
151
Ulysses Management
New York
| – | -$777K | -70,000 | Closed |
|
|
GC
152
GMT Capital
Atlanta,
Georgia
| – | -$679K | -61,200 | Closed |
|
153
HighTower Advisors
Chicago,
Illinois
| – | -$473K | -42,674 | Closed |
|
|
EBSAM
154
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| – | -$117K | -10,595 | Closed |
|
155
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -411 | Closed |
|
|
DADC
156
D.A. Davidson & Co
Great Falls,
Montana
| – | +$12 | +1 | New |
|
|
MFS
157
MSI Financial Services
Springfield,
Massachusetts
| – | +$46 | +4 | New |
|
BPFH Hedge Fund Activity: Q4 2013 in Review
151 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2013, worth a combined $875M — up 12% from $779M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BPFH positions and 7 closed out — a net gain of 8 holders — while 52 added to existing stakes and 57 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $5.16M. The largest seller was Lord, Abbett & Co, cutting an estimated $10.5M.
- 151 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2013, up from 143 in Q3 2013.
- Funds reported $875M of Boston Private Financial Holdings, Inc. stock for Q4 2013, up 12% quarter-over-quarter.
- 15 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2013 and 7 closed out, a net change of +8 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q4 2013 was Bank of New York Mellon, an estimated $5.16M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q4 2013 was Lord, Abbett & Co, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2013.