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BOK Financial
BOKF

149 hedge funds and large institutions have $1.38B invested in BOK Financial in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 46

5% more capital invested

Capital invested by funds: $1.3B → $1.38B (+$71.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 151 → 149 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
59
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$10.5M
2
BCM
Basswood Capital Management
New York
+$9.07M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$8.46M
4
State Street
State Street
Massachusetts
+$8.15M
5
RP
Reinhart Partners
Wisconsin
+$4.17M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$18.9M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$10.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.14M
4
AL
AJO LP
Pennsylvania
-$6.55M
5
BIT
BlackRock Institutional Trust
California
-$4.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
51
Keeley Asset Management
Illinois
$2.19M -$50.6K -800 -2%
SCM
52
Stevens Capital Management
Pennsylvania
$2.19M +$885K +14,000 +74%
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$2.18M +$224K +3,544 +12%
JP Morgan Chase
54
JP Morgan Chase
New York
$2.07M -$333K -5,261 -14%
AllianceBernstein
55
AllianceBernstein
Tennessee
$1.86M -$63.2K -1,000 -3%
MAM
56
Martingale Asset Management
Massachusetts
$1.75M +$18.8K +298 +1%
Swiss National Bank
57
Swiss National Bank
Switzerland
$1.64M – – –
Invesco
58
Invesco
Georgia
$1.58M +$117K +1,850 +8%
GC
59
Guggenheim Capital
Illinois
$1.37M +$172K +2,714 +15%
CS
60
Credit Suisse
Switzerland
$1.36M -$295K -4,663 -19%
Bank of America
61
Bank of America
North Carolina
$1.36M +$95.7K +1,513 +8%
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$1.32M -$1.54M -24,318 -55%
Prudential Financial
63
Prudential Financial
New Jersey
$1.27M -$12.6K -200 -1%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$1.25M -$37.9K -600 -3%
Millennium Management
65
Millennium Management
New York
$1.24M +$940K +14,866 +394%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$1.2M -$106K -1,681 -8%
TA
67
Teachers Advisors
New York
$1.11M -$15.8K -250 -1%
UBS AM
68
UBS AM
Illinois
$988K -$6.32K -100 -0.7%
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$977K – – –
MHI
70
Miller Howard Investments
New York
$958K – – –
CIP
71
Convergence Investment Partners
Florida
$957K +$913K +14,433 New
AQR Capital Management
72
AQR Capital Management
Connecticut
$942K -$474K -7,488 -35%
AG
73
Aperio Group
California
$920K -$877K -13,868 Closed
MOACM
74
Mutual of America Capital Management
New York
$887K – – –
CIM
75
CenturyLink Investment Management
Colorado
$879K -$80.1K -1,267 -9%
1 2
3
4 5

BOKF Hedge Fund Activity: Q4 2013 in Review

149 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2013, worth a combined $1.38B — up 5.4% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BOKF and 11 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 59 added.

The largest buyer was Neuberger Berman Group, adding an estimated $10.5M. The largest seller was Jennison Associates, cutting an estimated $18.9M.

  • 149 institutional investors held BOK Financial (BOKF) as of Q4 2013, down from 151 in Q3 2013.
  • Funds reported $1.38B of BOK Financial stock for Q4 2013, up 5.4% quarter-over-quarter.
  • 11 funds opened new BOK Financial positions in Q4 2013 and 13 closed out, a net change of -2 holders.
  • The largest BOK Financial buyer in Q4 2013 was Neuberger Berman Group, an estimated $10.5M added.
  • The largest BOK Financial seller in Q4 2013 was Jennison Associates, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2013.