We are live on ! Find out more
BOKF icon

BOK Financial
BOKF

208 hedge funds and large institutions have $2.06B invested in BOK Financial in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $528K

72% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 53

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

8% more funds holding

Funds holding: 193 → 208 (+15)

2.04% more ownership

Funds ownership: 36.71% → 38.75% (+2%)

12% less capital invested

Capital invested by funds: $2.34B → $2.06B (-$279M)

Holders
208
Holders Change
+15
Holders Change %
+7.77%
% of All Funds
4.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
43
Increased
91
Reduced
53
Closed
26
Calls
$1.13M
Puts
$528K
Net Calls
+$601K
Net Calls Change
+$4.54M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$71.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$60.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$57.6M
4
GKFF
George Kaiser Family Foundation
Oklahoma
+$55.6M
5
AI
Ariel Investments
Illinois
+$28.4M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$23M
3
SCA
Stieven Capital Advisors
Missouri
-$18.8M
4
Citigroup
Citigroup
New York
-$12M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$5.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$16.7M +$4.02M +47,455 +26%
Bank of America
27
Bank of America
North Carolina
$16.6M +$2.63M +31,094 +16%
Northern Trust
28
Northern Trust
Illinois
$14.8M +$2.29M +27,024 +15%
Wells Fargo
29
Wells Fargo
California
$13.6M -$3.66M -43,170 -19%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$13.2M +$13.1M +154,067 +595%
Charles Schwab
31
Charles Schwab
California
$12.6M +$2.46M +29,046 +20%
SCM
32
SKBA Capital Management
California
$11.6M -$949K -11,200 -7%
Allianz Asset Management
33
Allianz Asset Management
Germany
$11.4M +$1.94M +22,864 +17%
Renaissance Technologies
34
Renaissance Technologies
New York
$11.2M +$7.75M +91,476 +148%
AC
35
Avenir Corporation
Virginia
$10.1M -$35.8K -422 -0.3%
First Trust Advisors
36
First Trust Advisors
Illinois
$8.81M -$2.54M -30,010 -20%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$8.81M +$47.7K +563 +0.5%
GC
38
Gillson Capital
Illinois
$8.58M +$1.37M +16,154 +16%
American Century Companies
39
American Century Companies
Missouri
$8.44M +$926K +10,929 +10%
Deutsche Bank
40
Deutsche Bank
Germany
$6.87M +$2.78M +32,771 +54%
SEI Investments
41
SEI Investments
Pennsylvania
$6.67M -$109K -1,285 -2%
BF
42
BOK Financial
Oklahoma
$6.32M +$404K +4,764 +6%
CC
43
Carlson Capital
Texas
$5.79M -$3.08M -36,349 -32%
FHC
44
Forest Hill Capital
Arkansas
$5.53M +$6.4M +75,470 New
Millennium Management
45
Millennium Management
New York
$5.5M +$6.04M +71,230 +1,925%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$5.24M +$6.05M +71,413 New
TCIM
47
TIAA CREF Investment Management
New York
$4.62M +$1.73M +20,424 +48%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$4.56M +$418K +4,933 +9%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$4.5M +$806K +9,516 +18%
Swiss National Bank
50
Swiss National Bank
Switzerland
$4.23M +$466K +5,500 +11%
1
2
3 4 5

BOKF Hedge Fund Activity: Q4 2018 in Review

208 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2018, worth a combined $2.06B — down 12% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BOKF positions and 26 closed out — a net gain of 17 holders — while 91 added to existing stakes and 53 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $71.5M. The largest seller was Balyasny Asset Management, cutting an estimated $35.5M.

  • 208 institutional investors held BOK Financial (BOKF) as of Q4 2018, up from 193 in Q3 2018.
  • Funds reported $2.06B of BOK Financial stock for Q4 2018, down 12% quarter-over-quarter.
  • 43 funds opened new BOK Financial positions in Q4 2018 and 26 closed out, a net change of +17 holders.
  • The largest BOK Financial buyer in Q4 2018 was Artisan Partners, an estimated $71.5M added.
  • The largest BOK Financial seller in Q4 2018 was Balyasny Asset Management, an estimated $35.5M sold.

Based on aggregated 13F filings for Q4 2018.