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BOK Financial

144 hedge funds and large institutions have $1.49B invested in BOK Financial in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.38B → $1.49B (+$116M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

3% less funds holding

Funds holding: 149144 (-5)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
46
Reduced
51
Closed
20
Calls
$35K
Puts
Net Calls
+$35K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$2.62M -$53.9K -824 -2%
AI
52
Analytic Investors
California
$2.52M -$146K -2,230 -6%
ARC
53
Absolute Return Capital
Massachusetts
$2.37M +$2.25M +34,373 New
TRSOTSOK
54
Teachers Retirement System of the State of Kentucky
Kentucky
$2.28M -$177K -2,700 -8%
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.19M +$458K +7,000 +28%
HCM
56
Highbridge Capital Management
New York
$2.09M -$704K -10,764 -26%
Invesco
57
Invesco
Georgia
$2M +$335K +5,116 +21%
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.92M -$19.6K -300 -1%
Renaissance Technologies
59
Renaissance Technologies
New York
$1.7M -$5.59M -85,500 -78%
MSA
60
Mason Street Advisors
Wisconsin
$1.62M +$1.54M +23,522 New
BG
61
BlackRock Group
United Kingdom
$1.5M -$3.42M -52,319 -71%
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$1.4M +$19.3K +295 +1%
TA
63
Teachers Advisors
New York
$1.33M +$164K +2,513 +15%
ZCM
64
Zebra Capital Management
Connecticut
$1.32M +$610K +9,329 +95%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$1.31M +$5.24K +80 +0.4%
Morgan Stanley
66
Morgan Stanley
New York
$1.24M +$788K +12,049 +202%
AG
67
Aperio Group
California
$1.22M +$1.16M +17,683 New
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$1.2M -$1.42M -21,659 -55%
Prudential Financial
69
Prudential Financial
New Jersey
$1.2M -$118K -1,800 -9%
Bank of America
70
Bank of America
North Carolina
$1.14M -$259K -3,957 -19%
DIA
71
Denver Investment Advisors
Colorado
$1.1M +$1.05M +15,985 New
CS
72
Credit Suisse
Switzerland
$1.09M -$311K -4,749 -23%
STC
73
SEI Trust Company
Pennsylvania
$1.09M +$224K +3,425 +28%
UBS AM
74
UBS AM
Illinois
$1.03M
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$1.02M

BOKF Hedge Fund Activity: Q1 2014 in Review

144 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2014, worth a combined $1.49B — up 8.5% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BOKF and 15 opened new positions — a net loss of 5 holders — while 51 trimmed existing stakes and 46 added.

The largest buyer was American Century Companies, opening a new position worth an estimated $56.2M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $37.8M sold.

  • 144 institutional investors held BOK Financial (BOKF) as of Q1 2014, down from 149 in Q4 2013.
  • Funds reported $1.49B of BOK Financial stock for Q1 2014, up 8.5% quarter-over-quarter.
  • 15 funds opened new BOK Financial positions in Q1 2014 and 20 closed out, a net change of -5 holders.
  • The largest BOK Financial buyer in Q1 2014 was American Century Companies, an estimated $56.2M added.
  • The largest BOK Financial seller in Q1 2014 was Lord, Abbett & Co, an estimated $37.8M sold.

Based on aggregated 13F filings for Q1 2014.