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BOK Financial

149 hedge funds and large institutions have $1.38B invested in BOK Financial in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 46

5% more capital invested

Capital invested by funds: $1.3B → $1.38B (+$71.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 151149 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
59
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STC
76
SEI Trust Company
Pennsylvania
$816K -$116K -1,835 -13%
IIC
77
Ironwood Investment Counsel
Arizona
$793K
BIM
78
BlackRock Investment Management
Delaware
$793K +$8.22K +130 +1%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$783K
CK
80
Carnick & Kubik
Colorado
$716K +$3.16K +50 +0.5%
IRF
81
IBM Retirement Fund
New York
$666K -$2.72K -43 -0.4%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$658K +$159K +2,512 +34%
ZCM
83
Zebra Capital Management
Connecticut
$652K +$18.1K +286 +3%
BIG
84
Blackthorn Investment Group
Kansas
$650K +$620K +9,806 New
DA
85
Denali Advisors
California
$610K +$50.6K +800 +10%
Schroder Investment Management Group
86
Schroder Investment Management Group
United Kingdom
$604K +$145K +2,300 +34%
PI
87
Placemark Investments
Illinois
$548K +$19.3K +305 +4%
US Bancorp
88
US Bancorp
Minnesota
$539K +$85.4K +1,350 +20%
Citigroup
89
Citigroup
New York
$536K -$252K -3,985 -33%
ProShare Advisors
90
ProShare Advisors
Maryland
$515K +$66.3K +1,048 +16%
CCM
91
Cadence Capital Management
Massachusetts
$507K -$26.6K -421 -5%
AA
92
ALPS Advisors
Colorado
$493K +$235K +3,710 +94%
Principal Financial Group
93
Principal Financial Group
Iowa
$450K +$8.1K +128 +2%
BlackRock
94
BlackRock
New York
$449K -$83.2K -1,316 -16%
DWA
95
Douglass Winthrop Advisors
New York
$444K
CFB
96
Cullen/Frost Bankers
Texas
$418K +$108K +1,700 +37%
DIA
97
Dean Investment Associates
Ohio
$416K +$60.9K +963 +18%
Morgan Stanley
98
Morgan Stanley
New York
$397K +$43.8K +693 +13%
Public Employees Retirement Association of Colorado
99
Public Employees Retirement Association of Colorado
Colorado
$387K +$949 +15 +0.3%
EAM
100
EULAV Asset Management
Florida
$371K

BOKF Hedge Fund Activity: Q4 2013 in Review

149 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2013, worth a combined $1.38B — up 5.4% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BOKF and 11 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 59 added.

The largest buyer was Neuberger Berman Group, adding an estimated $10.5M. The largest seller was Jennison Associates, cutting an estimated $18.9M.

  • 149 institutional investors held BOK Financial (BOKF) as of Q4 2013, down from 151 in Q3 2013.
  • Funds reported $1.38B of BOK Financial stock for Q4 2013, up 5.4% quarter-over-quarter.
  • 11 funds opened new BOK Financial positions in Q4 2013 and 13 closed out, a net change of -2 holders.
  • The largest BOK Financial buyer in Q4 2013 was Neuberger Berman Group, an estimated $10.5M added.
  • The largest BOK Financial seller in Q4 2013 was Jennison Associates, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2013.