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BOK Financial

190 hedge funds and large institutions have $2.58B invested in BOK Financial in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $2.27B → $2.58B (+$307M)

1.31% more ownership

Funds ownership: 40.32%41.64% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

1% less funds holding

Funds holding: 191190 (-1)

20% less call options, than puts

Call options by funds: $9.63M | Put options by funds: $12M

21% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 71

Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
56
Reduced
71
Closed
21
Calls
$9.63M
Puts
$12M
Net Calls
-$2.35M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$21.1M +$2.75M +33,784 +16%
Charles Schwab
27
Charles Schwab
California
$18.4M +$355K +4,359 +2%
Northern Trust
28
Northern Trust
Illinois
$18.2M +$231K +2,835 +1%
Goldman Sachs
29
Goldman Sachs
New York
$17.4M -$1.28M -15,659 -7%
First Trust Advisors
30
First Trust Advisors
Illinois
$16.9M -$459K -5,637 -3%
KTA
31
Keeley-Teton Advisors
Illinois
$14.4M -$617K -7,577 -4%
Wells Fargo
32
Wells Fargo
California
$13.9M +$83K +1,019 +0.6%
BF
33
BOK Financial
Oklahoma
$13.3M +$5.17M +63,465 +71%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$13M +$509K +6,253 +4%
AC
35
Avenir Corporation
Virginia
$11.9M -$54.9K -674 -0.5%
Jane Street
36
Jane Street
New York
$10.2M +$805K +9,884 +9%
American Century Companies
37
American Century Companies
Missouri
$9.48M -$1.54M -18,905 -15%
SCM
38
SKBA Capital Management
California
$9.43M -$721K -8,850 -8%
SEI Investments
39
SEI Investments
Pennsylvania
$8.72M +$1.52M +18,615 +23%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$7.34M -$227K -2,787 -3%
N
41
Nuveen
North Carolina
$6.96M +$21.7K +266 +0.3%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$6.64M +$532K +6,525 +9%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$6.41M -$799K -9,809 -12%
GC
44
Guggenheim Capital
Illinois
$6.27M +$1.72M +21,132 +42%
Invesco
45
Invesco
Georgia
$6.13M +$172K +2,111 +3%
RJA
46
Raymond James & Associates
Florida
$6.01M +$94.2K +1,156 +2%
Swiss National Bank
47
Swiss National Bank
Switzerland
$5.36M +$65.2K +800 +1%
Victory Capital Management
48
Victory Capital Management
Texas
$5.33M +$271K +3,324 +6%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$5.17M
LSV Asset Management
50
LSV Asset Management
Illinois
$4.57M

BOKF Hedge Fund Activity: Q4 2019 in Review

190 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2019, worth a combined $2.58B — up 14% from $2.27B a quarter earlier.

Fund positioning in BOKF was balanced in Q4 2019: 21 funds opened new positions, 21 closed out, 56 added to existing stakes and 71 trimmed.

The largest buyer was CIBC World Market, adding an estimated $40.7M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $9.5M sold.

  • 190 institutional investors held BOK Financial (BOKF) as of Q4 2019, down from 191 in Q3 2019.
  • Funds reported $2.58B of BOK Financial stock for Q4 2019, up 14% quarter-over-quarter.
  • 21 funds opened new BOK Financial positions in Q4 2019 and 21 closed out, a net change of 0 holders.
  • The largest BOK Financial buyer in Q4 2019 was CIBC World Market, an estimated $40.7M added.
  • The largest BOK Financial seller in Q4 2019 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $9.5M sold.

Based on aggregated 13F filings for Q4 2019.