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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

157 hedge funds and large institutions have $894M invested in Boston Private Financial Holdings, Inc. in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

6% more funds holding

Funds holding: 148157 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

8% less capital invested

Capital invested by funds: $976M → $894M (-$81.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
58
Reduced
62
Closed
11
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$25K -$1.98K -157 -7%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$7K
Creative Planning
153
Creative Planning
Kansas
$7K +$6.3K +500 +2,000%
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$5K -$8.18K -649 -63%
PIA
155
Piedmont Investment Advisors
North Carolina
$2.55K +$2.6K +206 New
GAM
156
Gemmer Asset Management
California
$1K
Manulife (Manufacturers Life Insurance)
157
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$649 +$31.1K +2,463 +5%
CRM
158
Cramer Rosenthal McGlynn
Connecticut
-$16.6M -1,237,250 Closed
SB
159
Suntrust Banks
Georgia
-$598K -44,536 Closed
HCM
160
Highbridge Capital Management
New York
-$354K -26,361 Closed
AL
161
Airain Ltd
Guernsey
-$279K -20,731 Closed
RFC
162
Regions Financial Corp
Alabama
-$228K -17,000 Closed
KeyBank National Association
163
KeyBank National Association
Ohio
-$139K -10,315 Closed
VFA
164
Virtus Fund Advisers
Connecticut
-$92K -6,827 Closed
ARC
165
Absolute Return Capital
Massachusetts
-$84K -6,235 Closed
FMT
166
First Mercantile Trust
Tennessee
-$21K -1,579 Closed
HMS
167
Hanseatic Management Services
New Mexico
-$10K -729 Closed
GSC
168
Ground Swell Capital
South Carolina
-$5K -363 Closed

BPFH Hedge Fund Activity: Q3 2014 in Review

157 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2014, worth a combined $894M — down 8.4% from $976M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BPFH positions and 11 closed out — a net gain of 9 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $23.1M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $16.6M sold.

  • 157 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2014, up from 148 in Q2 2014.
  • Funds reported $894M of Boston Private Financial Holdings, Inc. stock for Q3 2014, down 8.4% quarter-over-quarter.
  • 20 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2014 and 11 closed out, a net change of +9 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2014 was Allianz Asset Management, an estimated $23.1M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2014 was Cramer Rosenthal McGlynn, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2014.