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BOK Financial

155 hedge funds and large institutions have $1.58B invested in BOK Financial in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 58 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more capital invested

Capital invested by funds: $1.51B → $1.58B (+$70.3M)

0% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $5.29M

8% less funds holding

Funds holding: 169155 (-14)

12% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 58

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
155
Holders Change
-14
Holders Change %
-8.28%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
21
Increased
51
Reduced
58
Closed
34
Calls
$5.3M
Puts
$5.29M
Net Calls
+$15K
Net Calls Change
-$543K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Avenir Corporation
Virginia
$9.59M -$29.4K -503 -0.3%
BTW
27
Boston Trust Walden
Massachusetts
$9.24M -$101K -1,723 -1%
Renaissance Technologies
28
Renaissance Technologies
New York
$9.24M -$829K -14,200 -9%
YCM
29
Yost Capital Management
Texas
$9.18M +$8.75M +150,000 New
PIM
30
Perkins Investment Management
Illinois
$9.13M -$9.27M -158,879 -52%
First Trust Advisors
31
First Trust Advisors
Illinois
$8.14M -$4.81M -82,409 -38%
BF
32
BOK Financial
Oklahoma
$8.09M +$26.8K +459 +0.3%
Wells Fargo
33
Wells Fargo
California
$7.83M +$197K +3,374 +3%
Northern Trust
34
Northern Trust
Illinois
$6.65M +$741K +12,692 +13%
UCFA
35
United Capital Financial Advisors
Texas
$6.55M +$237K +4,067 +4%
PFC
36
Phocas Financial Corp
California
$6.19M -$176K -3,012 -3%
RCAMU
37
Rothschild & Co Asset Management US
Connecticut
$5.68M +$1.81M +31,038 +50%
Citadel Advisors
38
Citadel Advisors
Florida
$5.58M +$2.22M +38,109 +72%
Deutsche Bank
39
Deutsche Bank
Germany
$5.31M -$373K -6,400 -7%
BG
40
Bahl & Gaynor
Ohio
$4.93M -$1.99M -34,169 -30%
ARC
41
Absolute Return Capital
Massachusetts
$4.78M +$26.1K +447 +0.6%
MCM
42
Maltese Capital Management
New York
$4.59M +$4.38M +75,000 New
MIS
43
Morningstar Investment Services
Illinois
$4.44M +$4.23M +72,544 New
NFA
44
Nationwide Fund Advisors
Ohio
$4.39M +$556K +9,525 +15%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$4.31M
MAA
46
Managed Account Advisors
New Jersey
$3.74M +$2.25M +38,476 +170%
Charles Schwab
47
Charles Schwab
California
$3.54M +$504K +8,645 +18%
DA
48
Denali Advisors
California
$3.48M -$93.4K -1,600 -3%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$3.15M -$51.6K -884 -2%
Goldman Sachs
50
Goldman Sachs
New York
$2.88M -$583K -9,998 -18%

BOKF Hedge Fund Activity: Q1 2015 in Review

155 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2015, worth a combined $1.58B — up 4.7% from $1.51B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of BOKF and 21 opened new positions — a net loss of 13 holders — while 58 trimmed existing stakes and 51 added.

The largest buyer was Advisory Research, opening a new position worth an estimated $31.6M. The largest seller was Millennium Management, exiting entirely with an estimated $11.6M sold.

  • 155 institutional investors held BOK Financial (BOKF) as of Q1 2015, down from 169 in Q4 2014.
  • Funds reported $1.58B of BOK Financial stock for Q1 2015, up 4.7% quarter-over-quarter.
  • 21 funds opened new BOK Financial positions in Q1 2015 and 34 closed out, a net change of -13 holders.
  • The largest BOK Financial buyer in Q1 2015 was Advisory Research, an estimated $31.6M added.
  • The largest BOK Financial seller in Q1 2015 was Millennium Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2015.