We are live on ! Find out more
BOKF icon

BOK Financial

165 hedge funds and large institutions have $1.46B invested in BOK Financial in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

11% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.01M

8% more funds holding

Funds holding: 153165 (+12)

2% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 58

13% less capital invested

Capital invested by funds: $1.68B → $1.46B (-$219M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
165
Holders Change
+12
Holders Change %
+7.84%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
21
Increased
59
Reduced
58
Closed
9
Calls
$1.12M
Puts
$1.01M
Net Calls
+$110K
Net Calls Change
-$622K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$10.2M +$6.01M +91,698 +115%
PFC
27
Phocas Financial Corp
California
$9.84M +$2M +30,476 +23%
Citadel Advisors
28
Citadel Advisors
Florida
$9.3M +$1.91M +29,161 +23%
AC
29
Avenir Corporation
Virginia
$9.14M -$123K -1,885 -1%
SCM
30
SKBA Capital Management
California
$8.55M -$144K -2,200 -2%
Renaissance Technologies
31
Renaissance Technologies
New York
$7.57M +$2.87M +43,800 +53%
Wells Fargo
32
Wells Fargo
California
$7.05M +$103K +1,574 +1%
BF
33
BOK Financial
Oklahoma
$6.73M -$125K -1,904 -2%
Northern Trust
34
Northern Trust
Illinois
$6.14M -$175K -2,672 -3%
EAM
35
Edge Asset Management
Washington
$6.07M +$3.71M +56,689 +127%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$5.73M +$1.02M +15,600 +19%
AQR Capital Management
37
AQR Capital Management
Connecticut
$5.67M +$3.34M +50,996 +116%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$5.41M +$1.29M +19,700 +28%
MIS
39
Morningstar Investment Services
Illinois
$5.25M -$77.6K -1,185 -1%
Charles Schwab
40
Charles Schwab
California
$4.98M +$1.3M +19,921 +31%
NFA
41
Nationwide Fund Advisors
Ohio
$4.97M +$734K +11,205 +16%
TCIM
42
TIAA CREF Investment Management
New York
$4.6M +$1.47M +22,465 +41%
KAM
43
Keeley Asset Management
Illinois
$4.39M +$2.2M +33,539 +84%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$4.37M
UCFA
45
United Capital Financial Advisors
Texas
$4.35M -$1.24M -18,971 -21%
Morgan Stanley
46
Morgan Stanley
New York
$4.33M +$3.8M +58,080 +406%
LSV Asset Management
47
LSV Asset Management
Illinois
$4.13M +$58.9K +900 +1%
Invesco
48
Invesco
Georgia
$3.95M +$260K +3,976 +6%
CS
49
Credit Suisse
Switzerland
$3.72M +$2.88M +43,912 +241%
Bank of America
50
Bank of America
North Carolina
$3.66M -$758K -11,575 -16%

BOKF Hedge Fund Activity: Q4 2015 in Review

165 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2015, worth a combined $1.46B — down 13% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BOKF positions and 9 closed out — a net gain of 12 holders — while 59 added to existing stakes and 58 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $11.7M. The largest seller was George Kaiser Family Foundation, cutting an estimated $76.2M.

  • 165 institutional investors held BOK Financial (BOKF) as of Q4 2015, up from 153 in Q3 2015.
  • Funds reported $1.46B of BOK Financial stock for Q4 2015, down 13% quarter-over-quarter.
  • 21 funds opened new BOK Financial positions in Q4 2015 and 9 closed out, a net change of +12 holders.
  • The largest BOK Financial buyer in Q4 2015 was Aristotle Capital Management, an estimated $11.7M added.
  • The largest BOK Financial seller in Q4 2015 was George Kaiser Family Foundation, an estimated $76.2M sold.

Based on aggregated 13F filings for Q4 2015.