Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
163 hedge funds and large institutions have $976M invested in Boston Private Financial Holdings, Inc. in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 22 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 52
9% more capital invested
Capital invested by funds: $891M → $976M (+$84.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 169 → 163 (-6)
23% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 22
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $652K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$14.2M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$12.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$9.72M |
| 4 |
FAM
Fred Alger Management
New York
|
+$6.67M |
| 5 |
JAM
Jacobs Asset Management
New York
|
+$4.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$19M |
| 2 |
SC
Samlyn Capital
New York
|
-$9.04M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$7.96M |
| 4 |
RIM
RS Investment Management
San Francisco,
California
|
-$7.33M |
| 5 |
Millennium Management
New York
|
-$7.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIU
176
Algebris Investments (UK)
London,
United Kingdom
| – | -$563K | -46,300 | Closed |
|
|
GMIM
177
General Motors Investment Management
New York
| – | -$486K | -40,006 | Closed |
|
|
BACM
178
Blue Arrow Capital Management
New York
| – | -$304K | -25,000 | Closed |
|
|
DC
179
Deere & Company
Moline,
Illinois
| – | -$288K | -23,671 | Closed |
|
|
CSS
180
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$261K | -21,500 | Closed |
|
|
DTL
181
Dynamic Technology Lab
Singapore
| – | -$249K | -20,520 | Closed |
|
182
Nomura Holdings
Tokyo,
Japan
| – | -$173K | -14,223 | Closed |
|
|
TI
183
Turner Investments
Berwyn,
Pennsylvania
| – | -$106K | -8,710 | Closed |
|
184
Creative Planning
Overland Park,
Kansas
| – | -$19K | -1,525 | Closed |
|
|
GT
185
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$2K | -205 | Closed |
|
BPFH Hedge Fund Activity: Q2 2015 in Review
163 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2015, worth a combined $976M — up 9.5% from $891M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of BPFH and 17 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 72 added.
The largest buyer was Capital World Investors, opening a new position worth an estimated $14.2M. The largest seller was Wellington Management Group, cutting an estimated $19M.
- 163 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2015, down from 169 in Q1 2015.
- Funds reported $976M of Boston Private Financial Holdings, Inc. stock for Q2 2015, up 9.5% quarter-over-quarter.
- 17 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2015 and 22 closed out, a net change of -5 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q2 2015 was Capital World Investors, an estimated $14.2M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q2 2015 was Wellington Management Group, an estimated $19M sold.
Based on aggregated 13F filings for Q2 2015.