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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

169 hedge funds and large institutions have $891M invested in Boston Private Financial Holdings, Inc. in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

23% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 52

10% more funds holding

Funds holding: 153169 (+16)

8% less capital invested

Capital invested by funds: $969M → $891M (-$77.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
169
Holders Change
+16
Holders Change %
+10.46%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
64
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
151
Neuberger Berman Group
New York
$127K -$738 -60 -0.6%
Canada Life
152
Canada Life
Manitoba, Canada
$113K
UBS Group
153
UBS Group
Switzerland
$112K +$24.6K +2,000 +28%
TI
154
Turner Investments
Pennsylvania
$106K +$107K +8,710 New
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$42K +$984 +80 +2%
BlackRock
156
BlackRock
New York
$31K
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$30K +$898 +73 +3%
FHA
158
First Horizon Advisors
Tennessee
$29K
Bessemer Group
159
Bessemer Group
New Jersey
$24K
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$23K +$23.3K +1,895 New
Creative Planning
161
Creative Planning
Kansas
$19K +$6.15K +500 +49%
SEI Investments
162
SEI Investments
Pennsylvania
$10K -$2.46K -200 -19%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$8K +$8.28K +673 New
AH
164
Achievement Holdings
Illinois
$7.68K +$7.77M +631,833 New
LTFS
165
Ladenburg Thalmann Financial Services
Florida
$5K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$4K -$1.5K -122 -24%
GT
167
Glenmede Trust
Pennsylvania
$2K -$376K -30,593 -99%
IPC
168
Independent Portfolio Consultants
Florida
$2K
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$2K +$1.82K +148 New
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$654 +$31.7K +2,578 +5%
Allianz Asset Management
171
Allianz Asset Management
Germany
-$36.8M -2,735,407 Closed
Loomis, Sayles & Company
172
Loomis, Sayles & Company
Massachusetts
-$16.7M -1,241,492 Closed
American Century Companies
173
American Century Companies
Missouri
-$2.18M -161,852 Closed
HCM
174
Highbridge Capital Management
New York
-$1.47M -109,134 Closed
Federated Hermes
175
Federated Hermes
Pennsylvania
-$1.12M -83,162 Closed

BPFH Hedge Fund Activity: Q1 2015 in Review

169 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q1 2015, worth a combined $891M — down 8% from $969M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BPFH positions and 17 closed out — a net gain of 17 holders — while 64 added to existing stakes and 52 trimmed.

The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $22.1M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $36.8M sold.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q1 2015, up from 153 in Q4 2014.
  • Funds reported $891M of Boston Private Financial Holdings, Inc. stock for Q1 2015, down 8% quarter-over-quarter.
  • 34 funds opened new Boston Private Financial Holdings, Inc. positions in Q1 2015 and 17 closed out, a net change of +17 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q1 2015 was Weiss Multi-Strategy Advisers, an estimated $22.1M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q1 2015 was Allianz Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2015.