We are live on ! Find out more
BOKF icon

BOK Financial
BOKF

155 hedge funds and large institutions have $1.58B invested in BOK Financial in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 58 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

5% more capital invested

Capital invested by funds: $1.51B → $1.58B (+$70.3M)

0% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $5.29M

8% less funds holding

Funds holding: 169 → 155 (-14)

12% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 58

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
155
Holders Change
-14
Holders Change %
-8.28%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
21
Increased
51
Reduced
58
Closed
34
Calls
$5.3M
Puts
$5.29M
Net Calls
+$15K
Net Calls Change
-$543K

Top Buyers

1
AR
Advisory Research
Illinois
+$31.6M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$21.1M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$20.4M
4
NI
Nuance Investments
Missouri
+$14.8M
5
CWAM
Columbia Wanger Asset Management
Illinois
+$14.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$11.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.5M
3
HCM
Highbridge Capital Management
New York
-$9.89M
4
PIM
Perkins Investment Management
Illinois
-$9.27M
5
JP Morgan Chase
JP Morgan Chase
New York
-$8.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
51
TIAA CREF Investment Management
New York
$2.81M +$731K +12,535 +38%
RFC
52
Russell Frank Company
Washington
$2.7M -$4.41M -75,644 -63%
HK
53
Horizon Kinetics
New York
$2.63M -$107K -1,837 -4%
KAM
54
Keeley Asset Management
Illinois
$2.62M -$14K -240 -0.6%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$2.61M – – –
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$2.56M +$1.38M +23,729 +131%
LSV Asset Management
57
LSV Asset Management
Illinois
$2.53M – – –
BG
58
BlackRock Group
United Kingdom
$2.44M +$322K +5,510 +16%
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$2.43M -$4.95M -84,898 -68%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$2.37M +$2.03M +34,787 +876%
Invesco
61
Invesco
Georgia
$2.33M +$197K +3,376 +10%
BMCMI
62
Bryn Mawr Capital Management Inc
Pennsylvania
$2.22M +$2.11M +36,232 New
TRSOTSOK
63
Teachers Retirement System of the State of Kentucky
Kentucky
$2.16M – – –
Prudential Financial
64
Prudential Financial
New Jersey
$2.12M -$58.4K -1,000 -3%
Swiss National Bank
65
Swiss National Bank
Switzerland
$1.77M – – –
GC
66
Guggenheim Capital
Illinois
$1.66M +$760K +13,024 +92%
AllianceBernstein
67
AllianceBernstein
Tennessee
$1.57M -$58.4K -1,000 -4%
ZCM
68
Zebra Capital Management
Connecticut
$1.49M -$61.2K -1,049 -4%
UBS Group
69
UBS Group
Switzerland
$1.49M +$341K +5,841 +32%
PPA
70
Parametric Portfolio Associates
Washington
$1.45M -$2.47M -42,380 -64%
RJA
71
Raymond James & Associates
Florida
$1.43M -$98.4K -1,687 -7%
PG
72
PEAK6 Group
Illinois
$1.35M +$1.28M +22,005 New
CS
73
Credit Suisse
Switzerland
$1.32M -$1.25M -21,489 -50%
TA
74
Teachers Advisors
New York
$1.31M -$178K -3,047 -12%
BCM
75
BlueCrest Capital Management
Jersey
$1.29M +$1.23M +21,156 New
1 2
3
4 5

BOKF Hedge Fund Activity: Q1 2015 in Review

155 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2015, worth a combined $1.58B — up 4.7% from $1.51B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of BOKF and 21 opened new positions — a net loss of 13 holders — while 58 trimmed existing stakes and 51 added.

The largest buyer was Advisory Research, opening a new position worth an estimated $31.6M. The largest seller was Millennium Management, exiting entirely with an estimated $11.6M sold.

  • 155 institutional investors held BOK Financial (BOKF) as of Q1 2015, down from 169 in Q4 2014.
  • Funds reported $1.58B of BOK Financial stock for Q1 2015, up 4.7% quarter-over-quarter.
  • 21 funds opened new BOK Financial positions in Q1 2015 and 34 closed out, a net change of -13 holders.
  • The largest BOK Financial buyer in Q1 2015 was Advisory Research, an estimated $31.6M added.
  • The largest BOK Financial seller in Q1 2015 was Millennium Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2015.