Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
143 hedge funds and large institutions have $780M invested in Boston Private Financial Holdings, Inc. in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 13 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 44
5% more capital invested
Capital invested by funds: $741M → $780M (+$39.4M)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0.85% more ownership
Funds ownership: 87.22% → 88.07% (+0.85%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 144 → 143 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$34M |
| 2 |
Bank of New York Mellon
New York
|
+$20.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$6.17M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$5.47M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carlyle Group
Washington,
District of Columbia
|
-$41M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$23.6M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$7.75M |
| 4 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$5.71M |
| 5 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$5.13M |
BPFH Hedge Fund Activity: Q3 2013 in Review
143 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2013, worth a combined $780M — up 5.3% from $741M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BPFH positions and 13 closed out — a net gain of 1 holder — while 63 added to existing stakes and 44 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $34M. The largest seller was Carlyle Group, exiting entirely with an estimated $41M sold.
- 143 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2013, down from 144 in Q2 2013.
- Funds reported $780M of Boston Private Financial Holdings, Inc. stock for Q3 2013, up 5.3% quarter-over-quarter.
- 14 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2013 and 13 closed out, a net change of +1 holder.
- The largest Boston Private Financial Holdings, Inc. buyer in Q3 2013 was Fidelity Investments, an estimated $34M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q3 2013 was Carlyle Group, an estimated $41M sold.
Based on aggregated 13F filings for Q3 2013.