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BOK Financial

151 hedge funds and large institutions have $1.3B invested in BOK Financial in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

3% more funds holding

Funds holding: 147151 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.35B → $1.3B (-$42.6M)

Holders
151
Holders Change
+4
Holders Change %
+2.72%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
60
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Aperio Group
California
$879K +$184K +2,799 +25%
MOACM
77
Mutual of America Capital Management
New York
$847K
Citigroup
78
Citigroup
New York
$765K +$5.99K +91 +0.8%
IIC
79
Ironwood Investment Counsel
Arizona
$757K
BIM
80
BlackRock Investment Management
Delaware
$749K -$35.6K -541 -4%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$749K +$27.5K +418 +4%
CK
82
Carnick & Kubik
Colorado
$681K +$708K +10,743 New
IRF
83
IBM Retirement Fund
New York
$640K -$134K -2,038 -17%
TCM
84
Twin Capital Management
Pennsylvania
$630K +$655K +9,950 New
ZCM
85
Zebra Capital Management
Connecticut
$605K -$23.7K -360 -4%
Allianz Asset Management
86
Allianz Asset Management
Germany
$589K +$348K +5,283 +132%
NTCOC
87
Northern Trust Company of Connecticut
Connecticut
$570K +$593K +9,000 New
DA
88
Denali Advisors
California
$532K +$79K +1,200 +17%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$528K -$994K -15,091 -64%
BlackRock
90
BlackRock
New York
$511K +$269K +4,080 +102%
CCM
91
Cadence Capital Management
Massachusetts
$511K +$531K +8,060 New
PI
92
Placemark Investments
Illinois
$504K +$5.14K +78 +1%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$470K +$165K +2,498 +51%
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$431K -$13.3M -201,700 -97%
US Bancorp
95
US Bancorp
Minnesota
$429K +$52.7K +800 +13%
ProShare Advisors
96
ProShare Advisors
Maryland
$425K +$88.8K +1,348 +25%
DWA
97
Douglass Winthrop Advisors
New York
$424K
AW
98
Alpha Windward
Massachusetts
$424K +$23.7K +360 +6%
Principal Financial Group
99
Principal Financial Group
Iowa
$422K -$103K -1,567 -19%
ZIM
100
Zacks Investment Management
Illinois
$390K +$70.3K +1,067 +21%

BOKF Hedge Fund Activity: Q3 2013 in Review

151 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2013, worth a combined $1.3B — down 3.2% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BOKF positions and 15 closed out — a net gain of 5 holders — while 60 added to existing stakes and 42 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $7M. The largest seller was Deutsche Bank, cutting an estimated $13.6M.

  • 151 institutional investors held BOK Financial (BOKF) as of Q3 2013, up from 147 in Q2 2013.
  • Funds reported $1.3B of BOK Financial stock for Q3 2013, down 3.2% quarter-over-quarter.
  • 20 funds opened new BOK Financial positions in Q3 2013 and 15 closed out, a net change of +5 holders.
  • The largest BOK Financial buyer in Q3 2013 was Lord, Abbett & Co, an estimated $7M added.
  • The largest BOK Financial seller in Q3 2013 was Deutsche Bank, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2013.