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BOK Financial
BOKF

169 hedge funds and large institutions have $1.51B invested in BOK Financial in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

48% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.17M

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

7% more funds holding

Funds holding: 158 → 169 (+11)

4% more capital invested

Capital invested by funds: $1.45B → $1.51B (+$53.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
169
Holders Change
+11
Holders Change %
+6.96%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
65
Reduced
45
Closed
15
Calls
$1.72M
Puts
$1.17M
Net Calls
+$558K
Net Calls Change
+$2.43M

Top Buyers

1
GKFF
George Kaiser Family Foundation
Oklahoma
+$143M
2
NI
Nuance Investments
Missouri
+$37.7M
3
American Century Companies
American Century Companies
Missouri
+$19.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$19M
5
AI
Analytic Investors
California
+$14.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$117M
2
PIM
Perkins Investment Management
Illinois
-$13.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$12.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.31M
5
Goldman Sachs
Goldman Sachs
New York
-$5.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$3.14M +$33.7K +522 +1%
MAM
52
Martingale Asset Management
Massachusetts
$3.14M -$3.55K -55 -0.1%
Charles Schwab
53
Charles Schwab
California
$2.95M +$159K +2,456 +5%
HK
54
Horizon Kinetics
New York
$2.69M -$819K -12,681 -22%
KAM
55
Keeley Asset Management
Illinois
$2.58M -$19.4K -300 -0.7%
CS
56
Credit Suisse
Switzerland
$2.58M +$657K +10,173 +31%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$2.56M +$1.06M +16,400 +63%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$2.51M +$127K +1,964 +5%
LSV Asset Management
59
LSV Asset Management
Illinois
$2.48M – – –
MSA
60
Mason Street Advisors
Wisconsin
$2.25M +$436K +6,745 +22%
AG
61
Aperio Group
California
$2.2M +$345K +5,338 +17%
Prudential Financial
62
Prudential Financial
New Jersey
$2.14M +$123K +1,900 +6%
TRSOTSOK
63
Teachers Retirement System of the State of Kentucky
Kentucky
$2.12M – – –
Invesco
64
Invesco
Georgia
$2.08M +$429K +6,641 +24%
BG
65
BlackRock Group
United Kingdom
$2.06M -$10.7K -166 -0.5%
Marshall Wace
66
Marshall Wace
United Kingdom
$2.04M +$2.19M +33,977 New
TCIM
67
TIAA CREF Investment Management
New York
$2M -$821K -12,713 -28%
Acadian Asset Management
68
Acadian Asset Management
Massachusetts
$1.84M -$1.89M -29,217 -49%
AL
69
Airain Ltd
Guernsey
$1.79M +$1.92M +29,793 New
Swiss National Bank
70
Swiss National Bank
Switzerland
$1.74M +$38.8K +600 +2%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$1.66M +$1.77M +27,356 +12,491%
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.6M -$84K -1,300 -5%
ZCM
73
Zebra Capital Management
Connecticut
$1.52M -$12.5K -193 -0.8%
RJA
74
Raymond James & Associates
Florida
$1.5M +$50.1K +776 +3%
TA
75
Teachers Advisors
New York
$1.47M +$251K +3,885 +19%
1 2
3
4 5

BOKF Hedge Fund Activity: Q4 2014 in Review

169 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2014, worth a combined $1.51B — up 3.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BOKF positions and 15 closed out — a net gain of 13 holders — while 65 added to existing stakes and 45 trimmed.

The largest buyer was George Kaiser Family Foundation, adding an estimated $143M. The largest seller was Capital World Investors, cutting an estimated $117M.

  • 169 institutional investors held BOK Financial (BOKF) as of Q4 2014, up from 158 in Q3 2014.
  • Funds reported $1.51B of BOK Financial stock for Q4 2014, up 3.7% quarter-over-quarter.
  • 28 funds opened new BOK Financial positions in Q4 2014 and 15 closed out, a net change of +13 holders.
  • The largest BOK Financial buyer in Q4 2014 was George Kaiser Family Foundation, an estimated $143M added.
  • The largest BOK Financial seller in Q4 2014 was Capital World Investors, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2014.