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BOK Financial
BOKF

151 hedge funds and large institutions have $1.3B invested in BOK Financial in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

3% more funds holding

Funds holding: 147 → 151 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $1.35B → $1.3B (-$42.6M)

Holders
151
Holders Change
+4
Holders Change %
+2.72%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
60
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$7M
2
AL
AJO LP
Pennsylvania
+$6.81M
3
State Street
State Street
Massachusetts
+$3.66M
4
RFC
Russell Frank Company
Washington
+$2.93M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$2.72M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$13.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$13.3M
3
American Century Companies
American Century Companies
Missouri
-$5.49M
4
Morgan Stanley
Morgan Stanley
New York
-$4.51M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$6.43M -$575K -8,736 -8%
RFC
27
Russell Frank Company
Washington
$6.21M +$2.93M +44,534 +83%
RCAMU
28
Rothschild & Co Asset Management US
Connecticut
$4.92M +$199K +3,025 +4%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$4.53M +$147K +2,231 +3%
HK
30
Horizon Kinetics
New York
$4.21M -$165K -2,509 -4%
BG
31
BlackRock Group
United Kingdom
$4.2M +$1.47M +22,354 +51%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$4.14M – – –
BG
33
Bahl & Gaynor
Ohio
$3.26M +$2.3M +34,915 +211%
PI
34
Putnam Investments
Massachusetts
$3.22M – – –
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$3.01M +$94.1K +1,428 +3%
Citadel Advisors
36
Citadel Advisors
Florida
$2.83M -$2.78M -42,242 -49%
Deutsche Bank
37
Deutsche Bank
Germany
$2.82M -$13.6M -205,896 -82%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$2.81M -$90.2K -1,370 -3%
Wells Fargo
39
Wells Fargo
California
$2.73M -$157K -2,385 -5%
LSV Asset Management
40
LSV Asset Management
Illinois
$2.62M – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$2.49M +$1.04M +15,849 +68%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$2.43M +$1.62M +24,524 +177%
TRSOTSOK
43
Teachers Retirement System of the State of Kentucky
Kentucky
$2.34M -$137K -2,080 -5%
JP Morgan Chase
44
JP Morgan Chase
New York
$2.31M +$68.7K +1,043 +3%
State Board of Administration of Florida Retirement System
45
State Board of Administration of Florida Retirement System
Florida
$2.3M -$371K -5,633 -13%
ACM
46
Apex Capital Management
Ohio
$2.25M -$997K -15,130 -30%
MCM
47
Maltese Capital Management
New York
$2.22M +$2.31M +35,000 New
Charles Schwab
48
Charles Schwab
California
$2.17M +$7.18K +109 +0.3%
TCIM
49
TIAA CREF Investment Management
New York
$2.17M -$836K -12,687 -27%
KAM
50
Keeley Asset Management
Illinois
$2.14M +$25.7K +390 +1%
1
2
3 4 5

BOKF Hedge Fund Activity: Q3 2013 in Review

151 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2013, worth a combined $1.3B — down 3.2% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BOKF positions and 15 closed out — a net gain of 5 holders — while 60 added to existing stakes and 42 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $7M. The largest seller was Deutsche Bank, cutting an estimated $13.6M.

  • 151 institutional investors held BOK Financial (BOKF) as of Q3 2013, up from 147 in Q2 2013.
  • Funds reported $1.3B of BOK Financial stock for Q3 2013, down 3.2% quarter-over-quarter.
  • 20 funds opened new BOK Financial positions in Q3 2013 and 15 closed out, a net change of +5 holders.
  • The largest BOK Financial buyer in Q3 2013 was Lord, Abbett & Co, an estimated $7M added.
  • The largest BOK Financial seller in Q3 2013 was Deutsche Bank, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2013.