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BOK Financial
BOKF

191 hedge funds and large institutions have $2.27B invested in BOK Financial in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $2.17B → $2.27B (+$97.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.11% less ownership

Funds ownership: 40.43% → 40.32% (-0.11%)

6% less funds holding

Funds holding: 204 → 191 (-13)

18% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 73

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

59% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $7.95M

Holders
191
Holders Change
-13
Holders Change %
-6.37%
% of All Funds
4.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
60
Reduced
73
Closed
30
Calls
$3.27M
Puts
$7.95M
Net Calls
-$4.68M
Net Calls Change
-$3.89M

Top Buyers

Rank Fund Capital Flow
1
AI
Ariel Investments
Illinois
+$16M
2
Artisan Partners
Artisan Partners
Wisconsin
+$7.67M
3
First Trust Advisors
First Trust Advisors
Illinois
+$6.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.13M
5
CWM
CIBC World Markets
New York
+$5.18M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.4M
2
GKFF
George Kaiser Family Foundation
Oklahoma
-$15.7M
3
Millennium Management
Millennium Management
New York
-$9.39M
4
State Street
State Street
Massachusetts
-$6.6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$4.57M +$599K +7,640 +15%
PPA
52
Parametric Portfolio Associates
Washington
$4.15M +$220K +2,810 +6%
LSV Asset Management
53
LSV Asset Management
Illinois
$4.14M – – –
JAM
54
Jupiter Asset Management
United Kingdom
$4.13M – – –
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$4.08M +$8.54K +109 +0.2%
GC
56
Guggenheim Capital
Illinois
$4.01M +$67.5K +862 +2%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.21M +$1.96M +25,062 +162%
UBS AM
58
UBS AM
Illinois
$3.2M +$335K +4,281 +12%
Stifel Financial
59
Stifel Financial
Missouri
$3M +$5.8K +74 +0.2%
MCM
60
Maltese Capital Management
New York
$2.63M +$2.6M +33,222 New
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$2.63M -$262K -3,342 -9%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$2.54M +$24.1K +307 +1%
Legal & General Group
63
Legal & General Group
United Kingdom
$2.28M +$439K +5,603 +24%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$2.21M +$2.06M +26,308 +1,614%
Citigroup
65
Citigroup
New York
$2.07M +$865K +11,036 +73%
CS
66
Credit Suisse
Switzerland
$1.99M +$35.4K +452 +2%
JG
67
Jefferies Group
New York
$1.98M +$836K +10,674 +74%
PCM
68
Penn Capital Management
Pennsylvania
$1.97M +$50.3K +642 +3%
Luther King Capital Management (LKCM)
69
Luther King Capital Management (LKCM)
Texas
$1.96M – – –
Truist Financial
70
Truist Financial
North Carolina
$1.83M +$21.1K +269 +1%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$1.8M +$270K +3,440 +18%
PGCM
72
Prescott Group Capital Management
Oklahoma
$1.58M – – –
WCM
73
Weld Capital Management
New York
$1.58M +$1.56M +19,936 New
Morgan Stanley
74
Morgan Stanley
New York
$1.54M -$49K -626 -3%
OAM
75
Oppenheimer Asset Management
New York
$1.52M -$31.3K -399 -2%
1 2
3
4 5

BOKF Hedge Fund Activity: Q3 2019 in Review

191 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2019, worth a combined $2.27B — up 4.5% from $2.17B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BOKF and 18 opened new positions — a net loss of 12 holders — while 73 trimmed existing stakes and 60 added.

The largest buyer was Ariel Investments, adding an estimated $16M. The largest seller was Fidelity Investments, cutting an estimated $18.4M.

  • 191 institutional investors held BOK Financial (BOKF) as of Q3 2019, down from 204 in Q2 2019.
  • Funds reported $2.27B of BOK Financial stock for Q3 2019, up 4.5% quarter-over-quarter.
  • 18 funds opened new BOK Financial positions in Q3 2019 and 30 closed out, a net change of -12 holders.
  • The largest BOK Financial buyer in Q3 2019 was Ariel Investments, an estimated $16M added.
  • The largest BOK Financial seller in Q3 2019 was Fidelity Investments, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2019.