Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
155 hedge funds and large institutions have $960M invested in Boston Private Financial Holdings, Inc. in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
10% more capital invested
Capital invested by funds: $875M → $960M (+$84.2M)
3% more funds holding
Funds holding: 151 → 155 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 62
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $14K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$10.1M |
| 2 |
RIM
RS Investment Management
San Francisco,
California
|
+$9.13M |
| 3 |
TA
Teachers Advisors
New York
|
+$8.73M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.97M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$13.1M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$11M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$6.31M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.42M |
| 5 |
Morgan Stanley
New York
|
-$1.48M |
BPFH Hedge Fund Activity: Q1 2014 in Review
155 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2014, worth a combined $960M — up 9.6% from $875M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BPFH positions and 11 closed out — a net gain of 5 holders — while 55 added to existing stakes and 62 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $10.1M. The largest seller was Invesco, cutting an estimated $13.1M.
- 155 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2014, up from 151 in Q4 2013.
- Funds reported $960M of Boston Private Financial Holdings, Inc. stock for Q1 2014, up 9.6% quarter-over-quarter.
- 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2014 and 11 closed out, a net change of +5 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q1 2014 was Bank of New York Mellon, an estimated $10.1M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q1 2014 was Invesco, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2014.