BOK Financial
BOKF
204 hedge funds and large institutions have $2.35B invested in BOK Financial in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 76 reducing their positions, and 34 closing their positions.
14% more capital invested
Capital invested by funds: $2.06B → $2.35B (+$286M)
1.08% more ownership
Funds ownership: 38.75% → 39.83% (+1.1%)
3% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 34
2% less funds holding
Funds holding: 208 → 204 (-4)
20% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 76
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
75% less call options, than puts
Call options by funds: $1.51M | Put options by funds: $6.16M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
CIBC World Markets
New York
|
+$44M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.9M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$37.8M |
| 4 |
Millennium Management
New York
|
+$15.1M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKFF
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
-$42M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$27.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$13M |
| 4 |
State Street
Boston,
Massachusetts
|
-$12M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$5.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BGIM
226
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$6K | -71 | Closed |
|
227
JP Morgan Chase
New York
| – | -$5K | -66 | Closed |
|
|
WTC
228
WhitTier Trust Company
Reno,
Nevada
| – | -$4K | -49 | Closed |
|
|
IA
229
IFP Advisors
Tampa,
Florida
| – | -$3K | -46 | Closed |
|
230
Simplex Trading
Chicago,
Illinois
| – | -$3.78K | -45 | Closed |
|
|
MPWT
231
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$3.01K | -41 | Closed |
|
|
CFGS
232
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$1.51K | -18 | Closed |
|
|
FTI
233
Fiduciary Trust International
Lincoln,
Massachusetts
| – | -$1K | -10 | Closed |
|
234
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -7 | Closed |
|
BOKF Hedge Fund Activity: Q1 2019 in Review
204 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2019, worth a combined $2.35B — up 14% from $2.06B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of BOKF and 33 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 61 added.
The largest buyer was CIBC World Markets, adding an estimated $44M. The largest seller was George Kaiser Family Foundation, cutting an estimated $42M.
- 204 institutional investors held BOK Financial (BOKF) as of Q1 2019, down from 208 in Q4 2018.
- Funds reported $2.35B of BOK Financial stock for Q1 2019, up 14% quarter-over-quarter.
- 33 funds opened new BOK Financial positions in Q1 2019 and 34 closed out, a net change of -1 holder.
- The largest BOK Financial buyer in Q1 2019 was CIBC World Markets, an estimated $44M added.
- The largest BOK Financial seller in Q1 2019 was George Kaiser Family Foundation, an estimated $42M sold.
Based on aggregated 13F filings for Q1 2019.