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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 $514M invested in Boston Private Financial Holdings, Inc. in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 169169 (0)

5% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 58

6% less capital invested

Capital invested by funds: $548M → $514M (-$34.4M)

68% less call options, than puts

Call options by funds: $77K | Put options by funds: $238K

Holders
169
Holders Change
Holders Change %
0%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
55
Reduced
58
Closed
28
Calls
$77K
Puts
$238K
Net Calls
-$161K
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
151
LS Investment Advisors
Michigan
$17K
SFS
152
Sowell Financial Services
Arkansas
$16K
GT
153
Glenmede Trust
Pennsylvania
$14K +$8.48K +1,212 +138%
VCM
154
Versant Capital Management
Arizona
$11K -$13.2K -1,892 -52%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$9K
Macquarie Group
156
Macquarie Group
Australia
$9K +$9.23K +1,319 New
Osaic Holdings
157
Osaic Holdings
Arizona
$6K
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$6K +$6.6K +943 New
SWA
159
Sutton Wealth Advisors
Florida
$4.14K +$4.21K +602 New
CAM
160
ClariVest Asset Management
California
$4K
GAM
161
Gemmer Asset Management
California
$4K
US Bancorp
162
US Bancorp
Minnesota
$3K -$2.08K -298 -44%
FHA
163
First Horizon Advisors
Tennessee
$3K
S
164
SignatureFD
Georgia
$2K +$2.19K +313 New
MAM
165
Meeder Asset Management
Ohio
$1K -$40.6K -5,805 -97%
PA
166
Parallel Advisors
California
$1K -$2.74K -391 -62%
TFO
167
Tarbox Family Office
California
$1K -$336 -48 -25%
FRA
168
Front Row Advisors
California
$1K
OPS
169
Orion Portfolio Solutions
Nebraska
$1K +$805 +115 New
Boston Partners
170
Boston Partners
Massachusetts
-$12M -1,674,490 Closed
GKIM
171
GW&K Investment Management
Massachusetts
-$2.19M -306,440 Closed
PI
172
PEAK6 Investments
Illinois
-$1.64M -229,024 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
173
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.44M -201,500 Closed
ZIG
174
Zurich Insurance Group
Switzerland
-$808K -113,057 Closed
BGIM
175
Brandywine Global Investment Management
Pennsylvania
-$728K -101,686 Closed

BPFH Hedge Fund Activity: Q2 2020 in Review

169 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2020, worth a combined $514M — down 6.3% from $548M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BPFH positions and 28 closed out — a net gain of 1 holder — while 55 added to existing stakes and 58 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $4.09M. The largest seller was Boston Partners, exiting entirely with an estimated $12M sold.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $514M of Boston Private Financial Holdings, Inc. stock for Q2 2020, down 6.3% quarter-over-quarter.
  • 29 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2020 and 28 closed out, a net change of +1 holder.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2020 was Wasatch Advisors, an estimated $4.09M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2020 was Boston Partners, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2020.