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BOK Financial
BOKF

149 hedge funds and large institutions have $1.38B invested in BOK Financial in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 46

5% more capital invested

Capital invested by funds: $1.3B → $1.38B (+$71.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 151 → 149 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
59
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$10.5M
2
BCM
Basswood Capital Management
New York
+$9.07M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$8.46M
4
State Street
State Street
Massachusetts
+$8.15M
5
RP
Reinhart Partners
Wisconsin
+$4.17M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$18.9M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$10.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.14M
4
AL
AJO LP
Pennsylvania
-$6.55M
5
BIT
BlackRock Institutional Trust
California
-$4.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$8.32M -$421K -6,653 -5%
Renaissance Technologies
27
Renaissance Technologies
New York
$7.3M -$778K -12,300 -10%
Northern Trust
28
Northern Trust
Illinois
$6.83M +$94.1K +1,488 +1%
Citadel Advisors
29
Citadel Advisors
Florida
$6.14M +$3.03M +47,842 +107%
MCM
30
Maltese Capital Management
New York
$6.03M +$3.54M +55,900 +160%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$5.4M +$1.01M +16,036 +25%
BG
32
Bahl & Gaynor
Ohio
$5.29M +$1.79M +28,307 +55%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$4.99M +$274K +4,340 +6%
BG
34
BlackRock Group
United Kingdom
$4.91M +$484K +7,657 +12%
RCAMU
35
Rothschild & Co Asset Management US
Connecticut
$4.63M -$492K -7,776 -10%
HK
36
Horizon Kinetics
New York
$4.62M +$205K +3,236 +5%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$3.94M +$1.33M +20,990 +55%
Wells Fargo
38
Wells Fargo
California
$3.66M +$769K +12,157 +28%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$3.18M +$25.3K +400 +0.8%
PPA
40
Parametric Portfolio Associates
Washington
$3.15M +$1.24M +19,557 +70%
TCIM
41
TIAA CREF Investment Management
New York
$3.08M +$772K +12,202 +36%
LSV Asset Management
42
LSV Asset Management
Illinois
$2.75M – – –
HCM
43
Highbridge Capital Management
New York
$2.72M +$912K +14,423 +54%
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$2.59M +$180K +2,842 +8%
AI
45
Analytic Investors
California
$2.57M +$501K +7,927 +26%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$2.57M -$38.5K -608 -2%
Deutsche Bank
47
Deutsche Bank
Germany
$2.5M -$433K -6,854 -15%
Charles Schwab
48
Charles Schwab
California
$2.43M +$170K +2,690 +8%
TRSOTSOK
49
Teachers Retirement System of the State of Kentucky
Kentucky
$2.37M -$75.3K -1,190 -3%
ACM
50
Apex Capital Management
Ohio
$2.27M -$83K -1,313 -4%
1
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BOKF Hedge Fund Activity: Q4 2013 in Review

149 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2013, worth a combined $1.38B — up 5.4% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BOKF and 11 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 59 added.

The largest buyer was Neuberger Berman Group, adding an estimated $10.5M. The largest seller was Jennison Associates, cutting an estimated $18.9M.

  • 149 institutional investors held BOK Financial (BOKF) as of Q4 2013, down from 151 in Q3 2013.
  • Funds reported $1.38B of BOK Financial stock for Q4 2013, up 5.4% quarter-over-quarter.
  • 11 funds opened new BOK Financial positions in Q4 2013 and 13 closed out, a net change of -2 holders.
  • The largest BOK Financial buyer in Q4 2013 was Neuberger Berman Group, an estimated $10.5M added.
  • The largest BOK Financial seller in Q4 2013 was Jennison Associates, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2013.