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BOK Financial
BOKF

145 hedge funds and large institutions have $1.47B invested in BOK Financial in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

81% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 36

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 144 → 145 (+1)

1% less capital invested

Capital invested by funds: $1.49B → $1.47B (-$18.3M)

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
4.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
65
Reduced
36
Closed
12
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
-$2K

Top Buyers

1
NI
Nuance Investments
Missouri
+$14.8M
2
Norges Bank
Norges Bank
Norway
+$13.5M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$11.9M
4
RP
Reinhart Partners
Wisconsin
+$11.6M
5
American Century Companies
American Century Companies
Missouri
+$9.44M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$34M
2
RA
Royce & Associates
New York
-$6.54M
3
MCM
Maltese Capital Management
New York
-$4.14M
4
RFC
Russell Frank Company
Washington
-$2.9M
5
ACM
Apex Capital Management
Ohio
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$2.62M +$92.8K +1,419 +4%
DA
52
Denali Advisors
California
$2.56M +$1.92M +29,300 +318%
AI
53
Analytic Investors
California
$2.43M -$8.18K -125 -0.3%
TRSOTSOK
54
Teachers Retirement System of the State of Kentucky
Kentucky
$2.35M +$154K +2,350 +7%
MSA
55
Mason Street Advisors
Wisconsin
$1.99M +$419K +6,407 +27%
Invesco
56
Invesco
Georgia
$1.92M -$6.41K -98 -0.3%
Swiss National Bank
57
Swiss National Bank
Switzerland
$1.91M -$196K -3,000 -9%
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.87M +$13.1K +200 +0.7%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$1.75M +$1.39M +21,200 +424%
ZCM
60
Zebra Capital Management
Connecticut
$1.66M +$375K +5,729 +30%
BG
61
BlackRock Group
United Kingdom
$1.64M +$190K +2,906 +13%
Prudential Financial
62
Prudential Financial
New Jersey
$1.59M +$422K +6,445 +37%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$1.45M +$536K +8,200 +61%
AG
64
Aperio Group
California
$1.39M +$211K +3,233 +18%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$1.32M +$61.5K +940 +5%
TA
66
Teachers Advisors
New York
$1.29M +$5.69K +87 +0.5%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$1.25M +$90.5K +1,384 +8%
Morgan Stanley
68
Morgan Stanley
New York
$1.24M +$33.8K +516 +3%
Jacobs Levy Equity Management
69
Jacobs Levy Equity Management
New Jersey
$1.2M -$2.02M -30,922 -63%
Deutsche Bank
70
Deutsche Bank
Germany
$1.19M +$586K +8,964 +101%
Bank of America
71
Bank of America
North Carolina
$1.17M +$70.6K +1,080 +7%
CS
72
Credit Suisse
Switzerland
$1.11M +$61.9K +946 +6%
STC
73
SEI Trust Company
Pennsylvania
$1.1M +$55.9K +854 +5%
GC
74
Guggenheim Capital
Illinois
$1.1M +$202K +3,088 +23%
DIA
75
Denver Investment Advisors
Colorado
$1.06M – – –
1 2
3
4 5

BOKF Hedge Fund Activity: Q2 2014 in Review

145 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2014, worth a combined $1.47B — down 1.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BOKF positions and 12 closed out — a net gain of 1 holder — while 65 added to existing stakes and 36 trimmed.

The largest buyer was Nuance Investments, opening a new position worth an estimated $14.8M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $34M.

  • 145 institutional investors held BOK Financial (BOKF) as of Q2 2014, up from 144 in Q1 2014.
  • Funds reported $1.47B of BOK Financial stock for Q2 2014, down 1.2% quarter-over-quarter.
  • 13 funds opened new BOK Financial positions in Q2 2014 and 12 closed out, a net change of +1 holder.
  • The largest BOK Financial buyer in Q2 2014 was Nuance Investments, an estimated $14.8M added.
  • The largest BOK Financial seller in Q2 2014 was Columbia Wanger Asset Management, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2014.