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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

161 hedge funds and large institutions have $1.09B invested in Boston Private Financial Holdings, Inc. in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

5% less funds holding

Funds holding: 169161 (-8)

13% less capital invested

Capital invested by funds: $1.25B → $1.09B (-$159M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18K

Holders
161
Holders Change
-8
Holders Change %
-4.73%
% of All Funds
3.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
55
Reduced
56
Closed
20
Calls
Puts
$18K
Net Calls
-$18K
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$170M +$3.51M +239,984 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$118M +$2.53M +173,007 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$96.5M -$6.44M -440,890 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77M +$5.49M +375,363 +7%
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$65.6M +$18.7M +1,279,952 +36%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$51.7M -$4.39M -300,498 -7%
State Street
7
State Street
Massachusetts
$45.5M +$3.01M +206,129 +7%
Macquarie Group
8
Macquarie Group
Australia
$44.6M -$322K -22,000 -0.7%
Goldman Sachs
9
Goldman Sachs
New York
$38.6M +$1.29M +88,002 +3%
Millennium Management
10
Millennium Management
New York
$31.9M +$10.2M +695,791 +42%
Capital World Investors
11
Capital World Investors
California
$27M
Northern Trust
12
Northern Trust
Illinois
$22.3M -$1.28M -87,681 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$21.6M +$4.53M +309,984 +24%
American Century Companies
14
American Century Companies
Missouri
$16.2M +$1.59M +109,129 +10%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$15.9M -$1.29M -88,083 -7%
BFC
16
Banc Funds Company
Illinois
$14.8M -$2.81M -192,200 -15%
Ameriprise
17
Ameriprise
Minnesota
$14.5M +$337K +23,091 +2%
Norges Bank
18
Norges Bank
Norway
$12.5M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$12.4M +$271K +18,510 +2%
ICOM
20
Investment Counselors of Maryland
Maryland
$12M
Charles Schwab
21
Charles Schwab
California
$9.56M +$519K +35,480 +5%
Principal Financial Group
22
Principal Financial Group
Iowa
$9.32M +$390K +26,694 +4%
Citadel Advisors
23
Citadel Advisors
Florida
$8.37M +$4.59M +314,355 +105%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$8.14M +$1.84M +126,107 +27%
Deutsche Bank
25
Deutsche Bank
Germany
$8.11M +$3.85M +263,373 +80%

BPFH Hedge Fund Activity: Q3 2018 in Review

161 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2018, worth a combined $1.09B — down 13% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BPFH and 13 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 55 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $18.7M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $9.74M sold.

  • 161 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2018, down from 169 in Q2 2018.
  • Funds reported $1.09B of Boston Private Financial Holdings, Inc. stock for Q3 2018, down 13% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2018 and 20 closed out, a net change of -7 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2018 was Cramer Rosenthal McGlynn, an estimated $18.7M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2018 was Granite Investment Partners, an estimated $9.74M sold.

Based on aggregated 13F filings for Q3 2018.