BOSTON PARTNERS

https://www.linkedin.com/company/boston-partners-global-investors BOSTON, MA Investment Advisor How do I update this listing?

Also known as:

  • BOSTON PARTNERS GLOBAL INVESTORS
  • ROBECO INVESTMENT MANAGEMENT INC

Boston Partners is based out of Boston. Boston Partners is a large advisory firm with 1742 clients and discretionary assets under management (AUM) of $82,351,987,467 (Form ADV from 2019-07-26). Their last reported 13F filing for Q2 2019 included $76,251,453,000 in managed 13F securities and a top 10 holdings concentration of 15.64%. Boston Partners's largest holding is Berkshire Hathaway Inc Class B with shares held of 8,365,944. Boston Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 63 13F filings, and 495 13G filings

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Download 13F Summary to Excel Create Email Alert

06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $76.251 Billion
  • Prior Market Value $75.477 Billion
  • New Purchases50 stocks
  • Additional Purchases189 stocks
  • Sold out of68 stocks
  • Reduced holdings in398 stocks
  • Top 10 Holdings % 15.64 %
  • Turnover % [1]:17.88%
  • Turnover Alt % [2]: 13.61 %
  • Time Held Top20:9.00 quarters
  • Time Held Top10:7.20 quarters
  • Time Held All:16.30 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.48%
Performance Last 4 Quarters: -4.22%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR/A (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR/A (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR/A (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR/A (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR/A (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR/A (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR/A (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR/A (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR/A (Subscription required)
  • 2007-03-31 - 13F-HR/A (Subscription required)
  • 2007-03-31 - 13F-HR/A (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Bank of New York Mellon Corp
Boston Partners Trust Co
ORIX CORP
ORIX Corp Europe N.V.
Robeco Institutional Asset Management B.V.

View Last Form Adv Compilation Report on Record

BOSTON PARTNERS
Classified as Hedge Fund
ONE GRAND CENTRAL PLACE 60 EAST 42ND STREET, STE 1550
NEW YORK NY    10165
Country: United States

Business Phone: 212-908-9500
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 152
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 827,553,000
Total Number of Clients: 1742
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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WhaleScore history for BOSTON PARTNERS

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**EXPERIMENTAL** Current International Short Positions

Get more info on our International short position coverage here

Holder Issuer Net Short Position Position Date Origin

Short Position History (last 100)

Holder Net Short Position Position Date Origin
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.38% 2017-10-10 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.56% 2017-10-09 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.67% 2017-10-05 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.87% 2017-10-04 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.97% 2017-10-03 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 1.08% 2017-07-26 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 1.1% 2017-07-10 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 1.05% 2017-07-07 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.97% 2017-05-26 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.81% 2017-02-17 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS TELEVISION FRANCAISE 1 0.96% 2017-02-15 FRANCE
ROBECO INVESTMENT MANAGEMENT, INC. TELEVISION FRANCAISE 1 1.2% 2016-10-03 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.41% 2017-10-31 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.51% 2017-08-11 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.72% 2017-08-10 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.94% 2017-06-15 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.81% 2017-06-01 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.64% 2017-05-26 FRANCE
BOSTON PARTNERS GLOBAL INVESTORS VALLOUREC 0.59% 2017-05-22 FRANCE

**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
BOSTON PARTNERS STOCK SPIRITS 2014-12-30 9,740,845 4.87%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights

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