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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

173 hedge funds and large institutions have $810M invested in Boston Private Financial Holdings, Inc. in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

7% more funds holding

Funds holding: 161173 (+12)

26% less capital invested

Capital invested by funds: $1.09B → $810M (-$283M)

Holders
173
Holders Change
+12
Holders Change %
+7.45%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
55
Reduced
49
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
176
Thompson Siegel & Walmsley
Virginia
-$2.47M -180,668 Closed
WMSA
177
Weiss Multi-Strategy Advisers
New York
-$1.01M -74,000 Closed
OAM
178
Oberweis Asset Management
Illinois
-$764K -56,000 Closed
OTPPB
179
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$396K -29,024 Closed
OAM
180
Oppenheimer Asset Management
New York
-$310K -22,693 Closed
SSA
181
Schonfeld Strategic Advisors
New York
-$280K -20,500 Closed
AWCI
182
Alpine Woods Capital Investors
New York
-$232K -17,000 Closed
CIBC World Market
183
CIBC World Market
Ontario, Canada
-$229K -16,809 Closed
CGH
184
Crossmark Global Holdings
Texas
-$207K -15,170 Closed
PA
185
Profund Advisors
Maryland
-$188K -13,805 Closed
SW
186
SVB Wealth
Massachusetts
-$186K -13,659 Closed
Commonwealth Equity Services
187
Commonwealth Equity Services
Massachusetts
-$172K -12,601 Closed
BOS
188
Bingham Osborn & Scarborough
California
-$137K -10,060 Closed
Walleye Trading
189
Walleye Trading
New York
-$136K -9,940 Closed
TRCT
190
Tower Research Capital (TRC)
New York
-$92K -6,681 Closed
PCM
191
Prelude Capital Management
New York
-$14K -1,029 Closed
Simplex Trading
192
Simplex Trading
Illinois
-$7K -569 Closed
Qube Research & Technologies (QRT)
193
Qube Research & Technologies (QRT)
United Kingdom
-$1K -100 Closed
CAM
194
Cresset Asset Management
Illinois
+$503 +40 New

BPFH Hedge Fund Activity: Q4 2018 in Review

173 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2018, worth a combined $810M — down 26% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BPFH positions and 23 closed out — a net gain of 13 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $20.5M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $51.8M.

  • 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2018, up from 161 in Q3 2018.
  • Funds reported $810M of Boston Private Financial Holdings, Inc. stock for Q4 2018, down 26% quarter-over-quarter.
  • 36 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2018 and 23 closed out, a net change of +13 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2018 was Boston Partners, an estimated $20.5M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2018 was Cramer Rosenthal McGlynn, an estimated $51.8M sold.

Based on aggregated 13F filings for Q4 2018.