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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

153 hedge funds and large institutions have $969M invested in Boston Private Financial Holdings, Inc. in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

8% more capital invested

Capital invested by funds: $894M → $969M (+$75.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 157153 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
153
Holders Change
-4
Holders Change %
-2.55%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
64
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
151
Independent Portfolio Consultants
Florida
$3K +$2.63K +205 New
GAM
152
Gemmer Asset Management
California
$1K
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$689 -$15.1K -1,174 -2%
Lord, Abbett & Co
154
Lord, Abbett & Co
New Jersey
-$21.5M -1,735,837 Closed
O
155
OppenheimerFunds
New York
-$9.47M -764,090 Closed
NI
156
Numeric Investors
Massachusetts
-$3.71M -299,001 Closed
HHC
157
Hutchin Hill Capital
New York
-$2.48M -200,000 Closed
CIP
158
Convergence Investment Partners
Florida
-$1.51M -122,250 Closed
MAA
159
Managed Account Advisors
New Jersey
-$1.06M -85,307 Closed
ZIM
160
Zacks Investment Management
Illinois
-$666K -53,757 Closed
CEP
161
Chicago Equity Partners
Illinois
-$408K -32,940 Closed
BMCMI
162
Bryn Mawr Capital Management Inc
Pennsylvania
-$358K -28,930 Closed
SC
163
Sumit Capital
New York
-$312K -25,196 Closed
GCP
164
GSA Capital Partners
United Kingdom
-$224K -18,092 Closed
PP
165
Paloma Partners
Connecticut
-$183K -14,790 Closed
PCP
166
Perimeter Capital Partners
Georgia
-$137K -11,097 Closed
TRCT
167
Tower Research Capital (TRC)
New York
-$129K -10,436 Closed
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
-$58.5K -4,719 Closed
PIA
169
Piedmont Investment Advisors
North Carolina
-$2.55K -206 Closed

BPFH Hedge Fund Activity: Q4 2014 in Review

153 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2014, worth a combined $969M — up 8.4% from $894M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BPFH and 13 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 64 added.

The largest buyer was Allianz Asset Management, adding an estimated $11.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $21.5M sold.

  • 153 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2014, down from 157 in Q3 2014.
  • Funds reported $969M of Boston Private Financial Holdings, Inc. stock for Q4 2014, up 8.4% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2014 and 16 closed out, a net change of -3 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2014 was Allianz Asset Management, an estimated $11.6M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2014 was Lord, Abbett & Co, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2014.