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BOK Financial
BOKF

Overview Fund Activity

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
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
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$121M
2
BCM
2
Basswood Capital Management
New York
$9.52M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$9.49M
4
State Street
4
State Street
Massachusetts
$47M
5
RP
5
Reinhart Partners
Wisconsin
$20.1M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$21.6M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$173M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$39.4M
4
AL
4
AJO LP
Pennsylvania
$0
5
BIT
5
BlackRock Institutional Trust
California
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
STC
76
SEI Trust Company
Pennsylvania
$816K -$122K -1,835 -13%
IIC
77
Ironwood Investment Counsel
Arizona
$793K – – –
BIM
78
BlackRock Investment Management
Delaware
$793K +$8.63K +130 +1%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$783K – – –
CK
80
Carnick & Kubik
Colorado
$716K +$3.32K +50 +0.5%
IRF
81
IBM Retirement Fund
New York
$666K -$2.85K -43 -0.4%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$658K +$167K +2,512 +34%
ZCM
83
Zebra Capital Management
Connecticut
$652K +$19K +286 +3%
BIG
84
Blackthorn Investment Group
Kansas
$650K +$650K +9,806 New
DA
85
Denali Advisors
California
$610K +$53K +800 +10%
Schroder Investment Management Group
86
Schroder Investment Management Group
United Kingdom
$604K +$153K +2,300 +34%
PI
87
Placemark Investments
Illinois
$548K +$20.2K +305 +4%
US Bancorp
88
US Bancorp
Minnesota
$539K +$89.6K +1,350 +20%
Citigroup
89
Citigroup
New York
$536K -$264K -3,985 -33%
ProShare Advisors
90
ProShare Advisors
Maryland
$515K +$69.6K +1,048 +16%
CCM
91
Cadence Capital Management
Massachusetts
$507K -$27.9K -421 -5%
AA
92
ALPS Advisors
Colorado
$493K +$239K +3,710 +94%
Principal Financial Group
93
Principal Financial Group
Iowa
$450K +$8.48K +128 +2%
BlackRock
94
BlackRock
New York
$449K -$87.5K -1,316 -16%
DWA
95
Douglass Winthrop Advisors
New York
$444K – – –
CFB
96
Cullen/Frost Bankers
Texas
$418K +$113K +1,700 +37%
DIA
97
Dean Investment Associates
Ohio
$416K +$63.9K +963 +18%
Morgan Stanley
98
Morgan Stanley
New York
$397K +$46K +693 +13%
Public Employees Retirement Association of Colorado
99
Public Employees Retirement Association of Colorado
Colorado
$387K +$994 +15 +0.3%
EAM
100
EULAV Asset Management
Florida
$371K – – –
2 3
4
5 6