Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
148 hedge funds and large institutions have $976M invested in Boston Private Financial Holdings, Inc. in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 17 closing their positions.
2% more capital invested
Capital invested by funds: $960M → $976M (+$16.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 155 → 148 (-7)
29% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 66
41% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 17
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $13K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$31.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$10M |
| 3 |
RIM
RS Investment Management
San Francisco,
California
|
+$9.83M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$9.65M |
| 5 |
State Street
Boston,
Massachusetts
|
+$8.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$20.6M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$5.91M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$5.82M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.44M |
| 5 |
Renaissance Technologies
New York
|
-$3.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Fidelity International
Hamilton,
Bermuda
| – | -$3.13M | -231,300 | Closed |
|
|
DCM
152
Decatur Capital Management
Decatur,
Georgia
| – | -$1.97M | -145,450 | Closed |
|
|
IG
153
ING Group
Amsterdam,
Netherlands
| – | -$1.75M | -129,031 | Closed |
|
154
Citadel Advisors
Miami,
Florida
| – | -$512K | -37,874 | Closed |
|
|
NCCM
155
Nine Chapters Capital Management
Short Hills,
New Jersey
| – | -$379K | -28,000 | Closed |
|
|
SCA
156
SAC Capital Advisors
Stamford,
Connecticut
| – | -$247K | -18,253 | Closed |
|
157
SG Americas Securities
New York
| – | -$237K | -17,481 | Closed |
|
|
DTL
158
Dynamic Technology Lab
Singapore
| – | -$164K | -12,100 | Closed |
|
159
Verition Fund Management
Greenwich,
Connecticut
| – | -$156K | -11,535 | Closed |
|
|
QT
160
Quantbot Technologies
New York
| – | -$90K | -6,663 | Closed |
|
|
TRCT
161
Tower Research Capital (TRC)
New York
| – | -$52K | -3,834 | Closed |
|
|
STC
162
SEI Trust Company
Oaks,
Pennsylvania
| – | -$49K | -3,600 | Closed |
|
163
Credit Agricole
Montrouge Cedex,
France
| – | -$2K | -165 | Closed |
|
BPFH Hedge Fund Activity: Q2 2014 in Review
148 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2014, worth a combined $976M — up 1.7% from $960M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of BPFH and 10 opened new positions — a net loss of 7 holders — while 66 trimmed existing stakes and 47 added.
The largest buyer was Wellington Management Group, adding an estimated $31.3M. The largest seller was Invesco, cutting an estimated $20.6M.
- 148 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2014, down from 155 in Q1 2014.
- Funds reported $976M of Boston Private Financial Holdings, Inc. stock for Q2 2014, up 1.7% quarter-over-quarter.
- 10 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2014 and 17 closed out, a net change of -7 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q2 2014 was Wellington Management Group, an estimated $31.3M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q2 2014 was Invesco, an estimated $20.6M sold.
Based on aggregated 13F filings for Q2 2014.