Boston Private Financial Holdings, Inc.
BPFH
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.
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: 153 → 169 (+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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$22.1M |
| 2 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$14M |
| 3 |
Millennium Management
New York
|
+$10.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$9.48M |
| 5 |
SC
Samlyn Capital
New York
|
+$9.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$36.8M |
| 2 |
Bank of New York Mellon
New York
|
-$23.4M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$16.7M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$11.3M |
| 5 |
RIM
RS Investment Management
San Francisco,
California
|
-$10.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
176
TFS Capital
West Chester,
Pennsylvania
| – | -$869K | -64,535 | Closed |
|
|
AW
177
Alpha Windward
Westwood,
Massachusetts
| – | -$478K | -35,520 | Closed |
|
178
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$451K | -33,481 | Closed |
|
|
NCCM
179
Nine Chapters Capital Management
Short Hills,
New Jersey
| – | -$333K | -24,700 | Closed |
|
180
LSV Asset Management
Chicago,
Illinois
| – | -$281K | -20,900 | Closed |
|
181
SG Americas Securities
New York
| – | -$247K | -18,321 | Closed |
|
|
AG
182
Aperio Group
Sausalito,
California
| – | -$175K | -12,970 | Closed |
|
|
TA
183
Teton Advisors
Rye,
New York
| – | -$139K | -10,300 | Closed |
|
|
WBC
184
Westpac Banking Corp
Sydney,
Australia
| – | -$128K | -9,519 | Closed |
|
185
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$41K | -3,037 | Closed |
|
|
GAM
186
Gemmer Asset Management
Walnut Creek,
California
| – | -$1K | -42 | 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.