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BOK Financial
BOKF

Overview Fund Activity

148 hedge funds and large institutions have $1.4B invested in BOK Financial in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 41 closing their positions.

Holders
148
Holders Change
-17
Holders Change %
-10.3%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
24
Increased
53
Reduced
51
Closed
41
Calls
$4.44M
Puts
$4.57M
Net Calls
-$131K
Net Calls Change
-$241K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$61.2M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$101M
3
KAM
3
Keeley Asset Management
Illinois
$42.8M
4
NI
4
Nuance Investments
Missouri
$75.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$105M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$11.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
Jennison Associates
3
Jennison Associates
New York
$0
4
AR
4
Advisory Research
Illinois
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$26M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$10.7M 196,011 +148,375 +311%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$10.3M 183,400 +87,500 +91%
SCM
28
SKBA Capital Management
California
$9.45M 173,050 +30,000 +21%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$8.9M 162,995 -9,299 -5%
AI
30
Analytic Investors
California
$8.48M 155,288 -25,116 -14%
AC
31
Avenir Corporation
Virginia
$8.35M 152,925 – –
First Trust Advisors
32
First Trust Advisors
Illinois
$7.47M 136,832 -107,221 -44%
Luther King Capital Management (LKCM)
33
Luther King Capital Management (LKCM)
Texas
$6.93M 126,935 -72,237 -36%
Wells Fargo
34
Wells Fargo
California
$6.71M 122,823 +4,937 +4%
BF
35
BOK Financial
Oklahoma
$6.21M 113,752 +1,196 +1%
PFC
36
Phocas Financial Corp
California
$6.19M 113,329 -51,217 -31%
Northern Trust
37
Northern Trust
Illinois
$6.08M 108,968 +6,329 +6%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$4.47M 81,900 +8,800 +12%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$4.26M 78,066 -12,400 -14%
Charles Schwab
40
Charles Schwab
California
$4.21M 77,039 -6,241 -7%
TCIM
41
TIAA CREF Investment Management
New York
$4.2M 76,845 -71 -0.1%
Citigroup
42
Citigroup
New York
$4.19M 76,775 +64,978 +551%
UCFA
43
United Capital Financial Advisors
Texas
$3.91M 71,503 -1,276 -2%
PPA
44
Parametric Portfolio Associates
Washington
$3.44M 62,989 +9,069 +17%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$3.37M 61,679 +7,645 +14%
GC
46
Guggenheim Capital
Illinois
$3.36M 61,420 +24,310 +66%
Citadel Advisors
47
Citadel Advisors
Florida
$3.31M 60,521 -95,097 -61%
AG
48
Aperio Group
California
$3.02M 55,287 +29,627 +115%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$2.77M 50,727 +4,820 +10%
TA
50
Teachers Advisors
New York
$2.24M 41,051 -18,575 -31%
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