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BOK Financial
BOKF

159 hedge funds and large institutions have $2.02B invested in BOK Financial in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 48

9% more capital invested

Capital invested by funds: $1.86B → $2.02B (+$167M)

1.63% more ownership

Funds ownership: 31.88% → 33.51% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 160 → 159 (-1)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

32% less call options, than puts

Call options by funds: $851K | Put options by funds: $1.26M

Holders
159
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
60
Reduced
48
Closed
26
Calls
$851K
Puts
$1.26M
Net Calls
-$408K
Net Calls Change
-$493K

Top Buyers

1
GKFF
George Kaiser Family Foundation
Oklahoma
+$71.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.3M
3
State Street
State Street
Massachusetts
+$14.3M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$12.7M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$10.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$8.89M
2
Deutsche Bank
Deutsche Bank
Germany
-$7.34M
3
CEP
Chicago Equity Partners
Illinois
-$7.14M
4
KTA
Keeley-Teton Advisors
Illinois
-$6.54M
5
Millennium Management
Millennium Management
New York
-$5.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$15.3M -$3.04M -34,467 -17%
O
27
OppenheimerFunds
New York
$13.8M +$3.04M +34,499 +30%
AC
28
Avenir Corporation
Virginia
$13.1M -$554K -6,280 -4%
Northern Trust
29
Northern Trust
Illinois
$12.9M -$1.6M -18,086 -11%
Charles Schwab
30
Charles Schwab
California
$11.7M +$666K +7,551 +6%
Allianz Asset Management
31
Allianz Asset Management
Germany
$10.9M +$10.4M +117,579 New
BF
32
BOK Financial
Oklahoma
$10.2M +$161K +1,826 +2%
Bank of America
33
Bank of America
North Carolina
$9.45M -$619K -7,019 -6%
GC
34
Gillson Capital
Illinois
$8.18M +$2.77M +31,395 +55%
First Trust Advisors
35
First Trust Advisors
Illinois
$7.84M -$4.15M -47,007 -36%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$7.43M +$3.09M +35,057 +77%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$6.49M +$432K +4,896 +7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$5.27M +$923K +10,462 +22%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$5.2M – – –
PP
40
Pegasus Partners
Wisconsin
$4.95M -$13.8K -156 -0.3%
LSV Asset Management
41
LSV Asset Management
Illinois
$4.83M – – –
State Board of Administration of Florida Retirement System
42
State Board of Administration of Florida Retirement System
Florida
$4.2M +$1.08M +12,192 +37%
RJA
43
Raymond James & Associates
Florida
$3.99M -$235K -2,658 -6%
SEI Investments
44
SEI Investments
Pennsylvania
$3.94M +$265K +3,000 +8%
TCIM
45
TIAA CREF Investment Management
New York
$3.88M -$409K -4,640 -10%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$3.88M +$21.5K +244 +0.6%
PCM
47
Penn Capital Management
Pennsylvania
$3.44M -$142K -1,613 -4%
Renaissance Technologies
48
Renaissance Technologies
New York
$3.44M -$812K -9,200 -20%
Deutsche Bank
49
Deutsche Bank
Germany
$3.12M -$7.34M -83,144 -71%
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.09M +$88.2K +1,000 +3%
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BOKF Hedge Fund Activity: Q4 2017 in Review

159 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2017, worth a combined $2.02B — up 9% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BOKF and 25 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 60 added.

The largest buyer was George Kaiser Family Foundation, adding an estimated $71.4M. The largest seller was Neuberger Berman Group, cutting an estimated $8.89M.

  • 159 institutional investors held BOK Financial (BOKF) as of Q4 2017, down from 160 in Q3 2017.
  • Funds reported $2.02B of BOK Financial stock for Q4 2017, up 9% quarter-over-quarter.
  • 25 funds opened new BOK Financial positions in Q4 2017 and 26 closed out, a net change of -1 holder.
  • The largest BOK Financial buyer in Q4 2017 was George Kaiser Family Foundation, an estimated $71.4M added.
  • The largest BOK Financial seller in Q4 2017 was Neuberger Berman Group, an estimated $8.89M sold.

Based on aggregated 13F filings for Q4 2017.