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BOK Financial
BOKF

Overview Fund Activity

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
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
–

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$32.9M
2
AL
AJO LP
Pennsylvania
$6.55M
3
State Street
State Street
Massachusetts
$36.7M
4
RFC
Russell Frank Company
Washington
$6.21M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$105M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$2.82M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$431K
3
American Century Companies
American Century Companies
Missouri
$0
4
Morgan Stanley
Morgan Stanley
New York
$334K
5
Citadel Advisors
Citadel Advisors
Florida
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
76
Aperio Group
California
$879K +$177K +2,799 +25%
MOACM
77
Mutual of America Capital Management
New York
$847K – – –
Citigroup
78
Citigroup
New York
$765K +$5.77K +91 +0.8%
IIC
79
Ironwood Investment Counsel
Arizona
$757K – – –
BIM
80
BlackRock Investment Management
Delaware
$749K -$34.3K -541 -4%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$749K +$26.5K +418 +4%
CK
82
Carnick & Kubik
Colorado
$681K +$681K +10,743 New
IRF
83
IBM Retirement Fund
New York
$640K -$129K -2,038 -17%
TCM
84
Twin Capital Management
Pennsylvania
$630K +$630K +9,950 New
ZCM
85
Zebra Capital Management
Connecticut
$605K -$22.8K -360 -4%
Allianz Asset Management
86
Allianz Asset Management
Germany
$589K +$335K +5,283 +132%
NTCOC
87
Northern Trust Company of Connecticut
Connecticut
$570K +$570K +9,000 New
DA
88
Denali Advisors
California
$532K +$76K +1,200 +17%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$528K -$957K -15,091 -64%
BlackRock
90
BlackRock
New York
$511K +$258K +4,080 +102%
CCM
91
Cadence Capital Management
Massachusetts
$511K +$511K +8,060 New
PI
92
Placemark Investments
Illinois
$504K +$4.94K +78 +1%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$470K +$158K +2,498 +51%
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$431K -$12.8M -201,700 -97%
US Bancorp
95
US Bancorp
Minnesota
$429K +$50.7K +800 +13%
ProShare Advisors
96
ProShare Advisors
Maryland
$425K +$85.4K +1,348 +25%
DWA
97
Douglass Winthrop Advisors
New York
$424K – – –
AW
98
Alpha Windward
Massachusetts
$424K +$22.8K +360 +6%
Principal Financial Group
99
Principal Financial Group
Iowa
$422K -$99.2K -1,567 -19%
ZIM
100
Zacks Investment Management
Illinois
$390K +$67.6K +1,067 +21%
2 3
4
5 6