Boston Private Financial Holdings, Inc.
BPFH
BPFH was delisted on the 30th of June, 2021.
169 hedge funds and large institutions have $653M invested in Boston Private Financial Holdings, Inc. in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 25 closing their positions.
65% more capital invested
Capital invested by funds: $396M → $653M (+$257M)
6.12% more ownership
Funds ownership: 87.26% → 93.38% (+6.1%)
10% less call options, than puts
Call options by funds: $113K | Put options by funds: $125K
4% less funds holding
Funds holding: 176 → 169 (-7)
16% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 64
28% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$40.8M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.16M |
| 3 |
Morgan Stanley
New York
|
+$3.47M |
| 4 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$3.04M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.4M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$9.16M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
-$4.57M |
| 4 |
Renaissance Technologies
New York
|
-$4.49M |
| 5 |
JAM
Jacobs Asset Management
New York
|
-$4.14M |
BPFH Hedge Fund Activity: Q4 2020 in Review
169 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2020, worth a combined $653M — up 65% from $396M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of BPFH and 18 opened new positions — a net loss of 7 holders — while 64 trimmed existing stakes and 54 added.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $40.8M. The largest seller was Fidelity Investments, cutting an estimated $17.4M.
- 169 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2020, down from 176 in Q3 2020.
- Funds reported $653M of Boston Private Financial Holdings, Inc. stock for Q4 2020, up 65% quarter-over-quarter.
- 18 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2020 and 25 closed out, a net change of -7 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q4 2020 was Wellington Management Group, an estimated $40.8M added.
- The largest Boston Private Financial Holdings, Inc. seller in Q4 2020 was Fidelity Investments, an estimated $17.4M sold.
Based on aggregated 13F filings for Q4 2020.