We are live on ! Find out more
BOKF icon

BOK Financial
BOKF

144 hedge funds and large institutions have $1.49B invested in BOK Financial in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.38B → $1.49B (+$116M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

3% less funds holding

Funds holding: 149 → 144 (-5)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
46
Reduced
51
Closed
20
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
+$35K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$56.2M
2
PIM
Perkins Investment Management
Illinois
+$28.9M
3
State Street
State Street
Massachusetts
+$7.7M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$4.97M
5
BG
Bahl & Gaynor
Ohio
+$3.95M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$37.8M
2
BIT
BlackRock Institutional Trust
California
-$6.34M
3
Renaissance Technologies
Renaissance Technologies
New York
-$5.59M
4
BG
BlackRock Group
United Kingdom
-$3.42M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
26
Boston Trust Walden
Massachusetts
$9.22M +$209K +3,188 +2%
RFC
27
Russell Frank Company
Washington
$8.68M -$349K -5,326 -4%
BCM
28
Basswood Capital Management
New York
$7.85M -$1.95M -29,834 -21%
Northern Trust
29
Northern Trust
Illinois
$6.79M -$309K -4,717 -5%
BGIM
30
Brandywine Global Investment Management
Pennsylvania
$5.74M +$111K +1,700 +2%
Wells Fargo
31
Wells Fargo
California
$5.51M +$1.61M +24,531 +44%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$4.94M -$190K -2,900 -4%
RCAMU
33
Rothschild & Co Asset Management US
Connecticut
$4.64M -$168K -2,575 -4%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$4.23M +$1.85M +28,336 +86%
HK
35
Horizon Kinetics
New York
$4.19M -$595K -9,090 -13%
MCM
36
Maltese Capital Management
New York
$4.14M -$2.02M -30,900 -34%
PPA
37
Parametric Portfolio Associates
Washington
$3.62M +$321K +4,898 +10%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$3.38M -$683K -10,432 -18%
Citadel Advisors
39
Citadel Advisors
Florida
$3.38M -$2.86M -43,698 -47%
UCFA
40
United Capital Financial Advisors
Texas
$3.34M +$3.17M +48,413 New
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$3.33M +$13.1K +200 +0.4%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$3.27M +$1.92M +29,290 +162%
NFA
43
Nationwide Fund Advisors
Ohio
$3.18M +$3.01M +46,063 New
TCIM
44
TIAA CREF Investment Management
New York
$3.11M -$91.1K -1,392 -3%
MAM
45
Martingale Asset Management
Massachusetts
$3.09M +$1.21M +18,461 +70%
KAM
46
Keeley Asset Management
Illinois
$3.05M +$736K +11,244 +34%
SCM
47
Stevens Capital Management
Pennsylvania
$2.97M +$653K +9,980 +30%
LSV Asset Management
48
LSV Asset Management
Illinois
$2.86M – – –
Charles Schwab
49
Charles Schwab
California
$2.85M +$302K +4,609 +13%
ACM
50
Apex Capital Management
Ohio
$2.76M +$371K +5,675 +17%
1
2
3 4 5

BOKF Hedge Fund Activity: Q1 2014 in Review

144 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2014, worth a combined $1.49B — up 8.5% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BOKF and 15 opened new positions — a net loss of 5 holders — while 51 trimmed existing stakes and 46 added.

The largest buyer was American Century Companies, opening a new position worth an estimated $56.2M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $37.8M sold.

  • 144 institutional investors held BOK Financial (BOKF) as of Q1 2014, down from 149 in Q4 2013.
  • Funds reported $1.49B of BOK Financial stock for Q1 2014, up 8.5% quarter-over-quarter.
  • 15 funds opened new BOK Financial positions in Q1 2014 and 20 closed out, a net change of -5 holders.
  • The largest BOK Financial buyer in Q1 2014 was American Century Companies, an estimated $56.2M added.
  • The largest BOK Financial seller in Q1 2014 was Lord, Abbett & Co, an estimated $37.8M sold.

Based on aggregated 13F filings for Q1 2014.