We are live on ! Find out more
BOKF icon

BOK Financial

154 hedge funds and large institutions have $1.82B invested in BOK Financial in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $1.01M

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

33.17% more ownership

Funds ownership: 0%33.17% (+33%)

10% more capital invested

Capital invested by funds: $1.65B → $1.82B (+$162M)

8% more funds holding

Funds holding: 143154 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 54

Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
3.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
49
Reduced
54
Closed
17
Calls
$5.99M
Puts
$1.01M
Net Calls
+$4.99M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$15M -$36.6K -476 -0.3%
First Trust Advisors
27
First Trust Advisors
Illinois
$15M +$4.28M +55,744 +45%
SCM
28
SKBA Capital Management
California
$14.7M -$1.65M -21,480 -11%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$13.8M +$460K +5,989 +4%
AC
30
Avenir Corporation
Virginia
$12.4M -$155K -2,015 -1%
Northern Trust
31
Northern Trust
Illinois
$10.4M +$1.21M +15,747 +14%
BF
32
BOK Financial
Oklahoma
$8.91M -$139K -1,807 -2%
AQR Capital Management
33
AQR Capital Management
Connecticut
$7.67M -$2.74M -35,611 -28%
PFC
34
Phocas Financial Corp
California
$7.4M +$6.85M +89,160 New
Charles Schwab
35
Charles Schwab
California
$7.29M +$403K +5,243 +6%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$6.41M +$507K +6,600 +9%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$4.63M
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$4.55M -$108K -1,400 -2%
LSV Asset Management
39
LSV Asset Management
Illinois
$4.34M
Luther King Capital Management (LKCM)
40
Luther King Capital Management (LKCM)
Texas
$4.32M -$284K -3,690 -7%
TCIM
41
TIAA CREF Investment Management
New York
$4.25M -$828K -10,770 -17%
PPA
42
Parametric Portfolio Associates
Washington
$3.52M -$1.82M -23,633 -36%
Morgan Stanley
43
Morgan Stanley
New York
$3.44M +$427K +5,561 +15%
RJA
44
Raymond James & Associates
Florida
$3.16M -$208K -2,709 -7%
Bank of America
45
Bank of America
North Carolina
$3.11M +$590K +7,673 +26%
GC
46
Guggenheim Capital
Illinois
$2.74M +$284K +3,697 +13%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.7M -$84.5K -1,100 -3%
Citadel Advisors
48
Citadel Advisors
Florida
$2.63M +$1.71M +22,222 +236%
SEI Investments
49
SEI Investments
Pennsylvania
$2.61M +$2.3M +29,919 +2,023%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$2.58M +$206K +2,682 +9%

BOKF Hedge Fund Activity: Q4 2016 in Review

154 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2016, worth a combined $1.82B — up 9.8% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BOKF positions and 17 closed out — a net gain of 14 holders — while 49 added to existing stakes and 54 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $25.9M. The largest seller was George Kaiser Family Foundation, cutting an estimated $190M.

  • 154 institutional investors held BOK Financial (BOKF) as of Q4 2016, up from 143 in Q3 2016.
  • Funds reported $1.82B of BOK Financial stock for Q4 2016, up 9.8% quarter-over-quarter.
  • 31 funds opened new BOK Financial positions in Q4 2016 and 17 closed out, a net change of +14 holders.
  • The largest BOK Financial buyer in Q4 2016 was Neuberger Berman Group, an estimated $25.9M added.
  • The largest BOK Financial seller in Q4 2016 was George Kaiser Family Foundation, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2016.