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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 $1.25B invested in Boston Private Financial Holdings, Inc. in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

3% more funds holding

Funds holding: 164169 (+5)

5% more capital invested

Capital invested by funds: $1.19B → $1.25B (+$59.2M)

61% less call options, than puts

Call options by funds: $179K | Put options by funds: $458K

Holders
169
Holders Change
+5
Holders Change %
+3.05%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
57
Reduced
50
Closed
11
Calls
$179K
Puts
$458K
Net Calls
-$279K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$195M +$8.25M +501,724 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$135M +$3.46M +210,674 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$119M +$10.8M +656,820 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$83.8M -$2.52M -153,083 -3%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$65.2M -$3.51M -213,645 -5%
CRM
6
Cramer Rosenthal McGlynn
Connecticut
$56M +$6.14M +373,666 +12%
Macquarie Group
7
Macquarie Group
Australia
$52.3M -$130K -7,918 -0.2%
State Street
8
State Street
Massachusetts
$49.7M -$453K -27,524 -0.9%
Goldman Sachs
9
Goldman Sachs
New York
$43.5M -$1.66M -101,246 -4%
Capital World Investors
10
Capital World Investors
California
$31.5M
Northern Trust
11
Northern Trust
Illinois
$27.4M +$330K +20,085 +1%
Millennium Management
12
Millennium Management
New York
$26.1M -$2M -121,572 -7%
BFC
13
Banc Funds Company
Illinois
$20.3M -$3.66M -222,700 -15%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$20.2M -$82.8K -5,037 -0.4%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$19.9M -$619K -37,673 -3%
American Century Companies
16
American Century Companies
Missouri
$17.1M -$8.41M -511,328 -32%
Ameriprise
17
Ameriprise
Minnesota
$16.5M +$339K +20,627 +2%
Norges Bank
18
Norges Bank
Norway
$14.6M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$14.2M +$1.72M +104,653 +13%
ICOM
20
Investment Counselors of Maryland
Maryland
$14M -$28.1K -1,706 -0.2%
Charles Schwab
21
Charles Schwab
California
$10.6M +$226K +13,726 +2%
Principal Financial Group
22
Principal Financial Group
Iowa
$10.4M +$169K +10,249 +2%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$10.4M +$56.7K +3,448 +0.5%
GIP
24
Granite Investment Partners
California
$9.74M +$37K +2,250 +0.4%
Invesco
25
Invesco
Georgia
$8.75M +$1.08M +65,687 +14%

BPFH Hedge Fund Activity: Q2 2018 in Review

169 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2018, worth a combined $1.25B — up 5% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BPFH positions and 11 closed out — a net gain of 5 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.8M. The largest seller was American Century Companies, cutting an estimated $8.41M.

  • 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2018, up from 164 in Q1 2018.
  • Funds reported $1.25B of Boston Private Financial Holdings, Inc. stock for Q2 2018, up 5% quarter-over-quarter.
  • 16 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2018 and 11 closed out, a net change of +5 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2018 was Fidelity Investments, an estimated $10.8M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2018 was American Century Companies, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2018.