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BOK Financial
BOKF

159 hedge funds and large institutions have $2.02B invested in BOK Financial in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 48

9% more capital invested

Capital invested by funds: $1.86B → $2.02B (+$167M)

1.63% more ownership

Funds ownership: 31.88% → 33.51% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 160 → 159 (-1)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

32% less call options, than puts

Call options by funds: $851K | Put options by funds: $1.26M

Holders
159
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
60
Reduced
48
Closed
26
Calls
$851K
Puts
$1.26M
Net Calls
-$408K
Net Calls Change
-$493K

Top Buyers

1
GKFF
George Kaiser Family Foundation
Oklahoma
+$71.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.3M
3
State Street
State Street
Massachusetts
+$14.3M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$12.7M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$10.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$8.89M
2
Deutsche Bank
Deutsche Bank
Germany
-$7.34M
3
CEP
Chicago Equity Partners
Illinois
-$7.14M
4
KTA
Keeley-Teton Advisors
Illinois
-$6.54M
5
Millennium Management
Millennium Management
New York
-$5.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
51
WBI Investments
New Jersey
$2.89M +$2.76M +31,324 New
Invesco
52
Invesco
Georgia
$2.85M -$2.91M -32,938 -52%
TA
53
Teachers Advisors
New York
$2.83M +$111K +1,256 +4%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$2.8M -$4.41K -50 -0.2%
FHAM
55
Folger Hill Asset Management
New York
$2.71M +$2.21M +25,000 +581%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$2.43M +$169K +1,916 +8%
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
$2.34M -$1.32M -15,005 -37%
Victory Capital Management
58
Victory Capital Management
Texas
$2.3M +$248K +2,811 +13%
GC
59
Guggenheim Capital
Illinois
$2.17M +$1.74M +19,763 +526%
OAM
60
Oppenheimer Asset Management
New York
$2.08M – – –
DIA
61
Denver Investment Advisors
Colorado
$2.08M +$122K +1,379 +7%
Morgan Stanley
62
Morgan Stanley
New York
$1.98M +$288K +3,267 +18%
PPA
63
Parametric Portfolio Associates
Washington
$1.6M -$211K -2,393 -12%
JP Morgan Chase
64
JP Morgan Chase
New York
$1.59M +$611K +6,929 +67%
Truist Financial
65
Truist Financial
North Carolina
$1.54M +$131K +1,485 +10%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$1.45M -$30.3K -343 -2%
UBS AM
67
UBS AM
Illinois
$1.42M +$53.2K +603 +4%
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.29M -$89.6K -1,015 -7%
PA
69
Probity Advisors
Texas
$1.23M +$60.7K +688 +5%
AG
70
Aperio Group
California
$1.21M -$5.82K -66 -0.5%
PSUF
71
People's United Financial
Connecticut
$1.15M +$74.8K +848 +7%
Legal & General Group
72
Legal & General Group
United Kingdom
$1.13M +$213K +2,415 +25%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.13M +$3.97K +45 +0.4%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$1.12M -$235K -2,658 -18%
VBA
75
Van Berkom & Associates
Quebec, Canada
$1.08M +$1.04M +11,741 New
1 2
3
4 5

BOKF Hedge Fund Activity: Q4 2017 in Review

159 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2017, worth a combined $2.02B — up 9% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BOKF and 25 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 60 added.

The largest buyer was George Kaiser Family Foundation, adding an estimated $71.4M. The largest seller was Neuberger Berman Group, cutting an estimated $8.89M.

  • 159 institutional investors held BOK Financial (BOKF) as of Q4 2017, down from 160 in Q3 2017.
  • Funds reported $2.02B of BOK Financial stock for Q4 2017, up 9% quarter-over-quarter.
  • 25 funds opened new BOK Financial positions in Q4 2017 and 26 closed out, a net change of -1 holder.
  • The largest BOK Financial buyer in Q4 2017 was George Kaiser Family Foundation, an estimated $71.4M added.
  • The largest BOK Financial seller in Q4 2017 was Neuberger Berman Group, an estimated $8.89M sold.

Based on aggregated 13F filings for Q4 2017.