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BOK Financial
BOKF

Overview Fund Activity

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
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

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$121M
2
BCM
2
Basswood Capital Management
New York
$9.52M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$9.49M
4
State Street
4
State Street
Massachusetts
$47M
5
RP
5
Reinhart Partners
Wisconsin
$20.1M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$21.6M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$173M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$39.4M
4
AL
4
AJO LP
Pennsylvania
$0
5
BIT
5
BlackRock Institutional Trust
California
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$8.32M -$441K -6,653 -5%
Renaissance Technologies
27
Renaissance Technologies
New York
$7.3M -$816K -12,300 -10%
Northern Trust
28
Northern Trust
Illinois
$6.83M +$98.7K +1,488 +1%
Citadel Advisors
29
Citadel Advisors
Florida
$6.14M +$3.17M +47,842 +107%
MCM
30
Maltese Capital Management
New York
$6.03M +$3.71M +55,900 +160%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$5.4M +$1.06M +16,036 +25%
BG
32
Bahl & Gaynor
Ohio
$5.29M +$1.88M +28,307 +55%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$4.99M +$286K +4,340 +6%
BG
34
BlackRock Group
United Kingdom
$4.91M +$508K +7,657 +12%
RCAMU
35
Rothschild & Co Asset Management US
Connecticut
$4.63M -$516K -7,776 -10%
HK
36
Horizon Kinetics
New York
$4.62M +$215K +3,236 +5%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$3.94M +$1.39M +20,990 +55%
Wells Fargo
38
Wells Fargo
California
$3.66M +$806K +12,157 +28%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$3.18M +$26.5K +400 +0.8%
PPA
40
Parametric Portfolio Associates
Washington
$3.15M +$1.3M +19,557 +70%
TCIM
41
TIAA CREF Investment Management
New York
$3.08M +$809K +12,202 +36%
LSV Asset Management
42
LSV Asset Management
Illinois
$2.75M – – –
HCM
43
Highbridge Capital Management
New York
$2.72M +$957K +14,423 +54%
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$2.59M +$188K +2,842 +8%
AI
45
Analytic Investors
California
$2.57M +$526K +7,927 +26%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$2.57M -$40.3K -608 -2%
Deutsche Bank
47
Deutsche Bank
Germany
$2.5M -$454K -6,854 -15%
Charles Schwab
48
Charles Schwab
California
$2.43M +$178K +2,690 +8%
TRSOTSOK
49
Teachers Retirement System of the State of Kentucky
Kentucky
$2.37M -$78.9K -1,190 -3%
ACM
50
Apex Capital Management
Ohio
$2.27M -$87.1K -1,313 -4%
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