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BOK Financial
BOKF

145 hedge funds and large institutions have $1.47B invested in BOK Financial in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

81% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 36

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 144 → 145 (+1)

1% less capital invested

Capital invested by funds: $1.49B → $1.47B (-$18.3M)

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
4.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
65
Reduced
36
Closed
12
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
-$2K

Top Buyers

1
NI
Nuance Investments
Missouri
+$14.8M
2
Norges Bank
Norges Bank
Norway
+$13.5M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$11.9M
4
RP
Reinhart Partners
Wisconsin
+$11.6M
5
American Century Companies
American Century Companies
Missouri
+$9.44M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$34M
2
RA
Royce & Associates
New York
-$6.54M
3
MCM
Maltese Capital Management
New York
-$4.14M
4
RFC
Russell Frank Company
Washington
-$2.9M
5
ACM
Apex Capital Management
Ohio
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
26
BOK Financial
Oklahoma
$9.35M -$27K -413 -0.3%
Allianz Asset Management
27
Allianz Asset Management
Germany
$8.96M -$34K -520 -0.4%
BG
28
Bahl & Gaynor
Ohio
$8.11M -$1.2M -18,350 -13%
BCM
29
Basswood Capital Management
New York
$7.65M +$81K +1,238 +1%
Wells Fargo
30
Wells Fargo
California
$7.06M +$1.72M +26,328 +33%
Northern Trust
31
Northern Trust
Illinois
$6.91M +$352K +5,385 +5%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$6.79M +$1.23M +18,820 +23%
RFC
33
Russell Frank Company
Washington
$5.81M -$2.9M -44,315 -34%
UCFA
34
United Capital Financial Advisors
Texas
$5.64M +$2.37M +36,229 +75%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$4.91M +$52.3K +800 +1%
RCAMU
36
Rothschild & Co Asset Management US
Connecticut
$4.47M -$11.4K -175 -0.3%
ARC
37
Absolute Return Capital
Massachusetts
$4.24M +$1.91M +29,221 +85%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$4.08M – – –
HK
39
Horizon Kinetics
New York
$4.07M +$27.9K +426 +0.7%
PPA
40
Parametric Portfolio Associates
Washington
$3.57M +$78.1K +1,194 +2%
NFA
41
Nationwide Fund Advisors
Ohio
$3.48M +$406K +6,211 +13%
MAM
42
Martingale Asset Management
Massachusetts
$3.47M +$481K +7,348 +16%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$3.31M +$98.1K +1,500 +3%
TCIM
44
TIAA CREF Investment Management
New York
$3.23M +$227K +3,471 +8%
Citadel Advisors
45
Citadel Advisors
Florida
$3.09M -$160K -2,445 -5%
SCM
46
Stevens Capital Management
Pennsylvania
$3.05M +$182K +2,784 +6%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.04M -$116K -1,777 -4%
Charles Schwab
48
Charles Schwab
California
$3M +$247K +3,771 +9%
KAM
49
Keeley Asset Management
Illinois
$2.94M -$9.16K -140 -0.3%
LSV Asset Management
50
LSV Asset Management
Illinois
$2.76M – – –
1
2
3 4 5

BOKF Hedge Fund Activity: Q2 2014 in Review

145 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2014, worth a combined $1.47B — down 1.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BOKF positions and 12 closed out — a net gain of 1 holder — while 65 added to existing stakes and 36 trimmed.

The largest buyer was Nuance Investments, opening a new position worth an estimated $14.8M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $34M.

  • 145 institutional investors held BOK Financial (BOKF) as of Q2 2014, up from 144 in Q1 2014.
  • Funds reported $1.47B of BOK Financial stock for Q2 2014, down 1.2% quarter-over-quarter.
  • 13 funds opened new BOK Financial positions in Q2 2014 and 12 closed out, a net change of +1 holder.
  • The largest BOK Financial buyer in Q2 2014 was Nuance Investments, an estimated $14.8M added.
  • The largest BOK Financial seller in Q2 2014 was Columbia Wanger Asset Management, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2014.