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BOK Financial

151 hedge funds and large institutions have $1.3B invested in BOK Financial in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

3% more funds holding

Funds holding: 147151 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.35B → $1.3B (-$42.6M)

Holders
151
Holders Change
+4
Holders Change %
+2.72%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
60
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Analytic Investors
California
$1.95M +$1.39M +21,120 +217%
Acadian Asset Management
52
Acadian Asset Management
Massachusetts
$1.86M +$1.51M +22,963 +361%
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.84M +$286K +4,339 +18%
Axa
54
Axa
France
$1.78M +$56K +850 +3%
PPA
55
Parametric Portfolio Associates
Washington
$1.77M +$358K +5,440 +24%
HCM
56
Highbridge Capital Management
New York
$1.68M +$80.7K +1,225 +5%
MAM
57
Martingale Asset Management
Massachusetts
$1.65M +$26.2K +398 +2%
CS
58
Credit Suisse
Switzerland
$1.6M +$10.2K +155 +0.6%
Swiss National Bank
59
Swiss National Bank
Switzerland
$1.56M -$79K -1,200 -5%
MAA
60
Managed Account Advisors
New Jersey
$1.52M +$34.6K +526 +2%
Invesco
61
Invesco
Georgia
$1.4M +$277K +4,206 +24%
AQR Capital Management
62
AQR Capital Management
Connecticut
$1.37M
RJA
63
Raymond James & Associates
Florida
$1.32M +$31.8K +483 +2%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$1.25M +$5.2K +79 +0.4%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$1.23M -$99.5K -1,510 -7%
Prudential Financial
66
Prudential Financial
New Jersey
$1.23M +$112K +1,700 +10%
Bank of America
67
Bank of America
North Carolina
$1.2M +$101K +1,530 +9%
SCM
68
Stevens Capital Management
Pennsylvania
$1.2M -$329K -4,991 -21%
GC
69
Guggenheim Capital
Illinois
$1.14M -$483K -7,338 -29%
TA
70
Teachers Advisors
New York
$1.07M +$35.9K +545 +3%
UBS AM
71
UBS AM
Illinois
$950K
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$933K -$204K -3,100 -17%
CIM
73
CenturyLink Investment Management
Colorado
$920K -$135K -2,043 -12%
MHI
74
Miller Howard Investments
New York
$915K
STC
75
SEI Trust Company
Pennsylvania
$896K +$676K +10,257 +264%

BOKF Hedge Fund Activity: Q3 2013 in Review

151 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2013, worth a combined $1.3B — down 3.2% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BOKF positions and 15 closed out — a net gain of 5 holders — while 60 added to existing stakes and 42 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $7M. The largest seller was Deutsche Bank, cutting an estimated $13.6M.

  • 151 institutional investors held BOK Financial (BOKF) as of Q3 2013, up from 147 in Q2 2013.
  • Funds reported $1.3B of BOK Financial stock for Q3 2013, down 3.2% quarter-over-quarter.
  • 20 funds opened new BOK Financial positions in Q3 2013 and 15 closed out, a net change of +5 holders.
  • The largest BOK Financial buyer in Q3 2013 was Lord, Abbett & Co, an estimated $7M added.
  • The largest BOK Financial seller in Q3 2013 was Deutsche Bank, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2013.