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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
BlackRock
1
BlackRock
New York
$131M -$650K -51,690 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$94.3M +$3.2M +254,834 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$69.9M -$5.82M -463,198 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$59.1M -$626K -49,749 -0.9%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$35.4M -$5.1M -405,279 -11%
State Street
6
State Street
Massachusetts
$32.8M -$2.86M -227,388 -7%
Macquarie Group
7
Macquarie Group
Australia
$27.2M -$8.73M -694,210 -21%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$25.4M +$10.3M +822,271 +52%
Goldman Sachs
9
Goldman Sachs
New York
$24.7M -$6.13M -487,230 -17%
Millennium Management
10
Millennium Management
New York
$24.6M -$57.2K -4,553 -0.2%
Capital World Investors
11
Capital World Investors
California
$20.9M
Boston Partners
12
Boston Partners
Massachusetts
$17.2M +$20.5M +1,630,477 New
Northern Trust
13
Northern Trust
Illinois
$17.2M -$51.2K -4,069 -0.2%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$12.5M +$212K +16,894 +1%
BFC
15
Banc Funds Company
Illinois
$11.4M
Norges Bank
16
Norges Bank
Norway
$10.5M +$995K +79,176 +9%
Ameriprise
17
Ameriprise
Minnesota
$10.5M -$861K -68,516 -6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$10.2M +$687K +54,649 +6%
ICOM
19
Investment Counselors of Maryland
Maryland
$9.54M +$279K +22,200 +3%
Charles Schwab
20
Charles Schwab
California
$7.57M +$188K +14,963 +2%
Principal Financial Group
21
Principal Financial Group
Iowa
$7.37M +$185K +14,692 +2%
CRM
22
Cramer Rosenthal McGlynn
Connecticut
$7.24M -$51.8M -4,120,260 -86%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$6.09M -$218K -17,372 -3%
JP Morgan Chase
24
JP Morgan Chase
New York
$6M +$5.2M +413,950 +269%
GI
25
GAMCO Investors
Connecticut
$5.64M

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.