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BOK Financial
BOKF

145 hedge funds and large institutions have $1.47B invested in BOK Financial in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

81% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 36

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 144 → 145 (+1)

1% less capital invested

Capital invested by funds: $1.49B → $1.47B (-$18.3M)

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
4.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
65
Reduced
36
Closed
12
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
-$2K

Top Buyers

1
NI
Nuance Investments
Missouri
+$14.8M
2
Norges Bank
Norges Bank
Norway
+$13.5M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$11.9M
4
RP
Reinhart Partners
Wisconsin
+$11.6M
5
American Century Companies
American Century Companies
Missouri
+$9.44M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$34M
2
RA
Royce & Associates
New York
-$6.54M
3
MCM
Maltese Capital Management
New York
-$4.14M
4
RFC
Russell Frank Company
Washington
-$2.9M
5
ACM
Apex Capital Management
Ohio
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
76
Highbridge Capital Management
New York
$1.05M -$946K -14,461 -48%
PI
77
Placemark Investments
Illinois
$1.05M +$270K +4,126 +36%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.03M +$1.01M +15,500 New
US Bancorp
79
US Bancorp
Minnesota
$1.01M +$449K +6,860 +83%
UBS AM
80
UBS AM
Illinois
$992K – – –
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$981K – – –
MHI
82
Miller Howard Investments
New York
$962K – – –
CIM
83
CenturyLink Investment Management
Colorado
$810K – – –
BIM
84
BlackRock Investment Management
Delaware
$799K -$38.2K -584 -5%
IIC
85
Ironwood Investment Counsel
Arizona
$796K – – –
AQR Capital Management
86
AQR Capital Management
Connecticut
$739K – – –
VOYA Investment Management
87
VOYA Investment Management
Georgia
$732K -$8.63K -132 -1%
PAM
88
Paradigm Asset Management
New York
$693K +$680K +10,400 New
MOACM
89
Mutual of America Capital Management
New York
$599K +$44.2K +676 +8%
Citigroup
90
Citigroup
New York
$586K -$31.6K -483 -5%
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$569K +$28.5K +436 +5%
Los Angeles Capital Management
92
Los Angeles Capital Management
California
$503K -$831K -12,707 -63%
AW
93
Alpha Windward
Massachusetts
$502K -$12.9K -197 -3%
TCOO
94
Trust Company of Oklahoma
Oklahoma
$500K +$491K +7,503 New
Principal Financial Group
95
Principal Financial Group
Iowa
$499K +$490K +7,485 New
Ameriprise
96
Ameriprise
Minnesota
$449K – – –
WCM
97
Wedge Capital Management
North Carolina
$448K +$224K +3,425 +104%
DWA
98
Douglass Winthrop Advisors
New York
$446K – – –
IRF
99
IBM Retirement Fund
New York
$444K +$11.9K +182 +3%
CCM
100
Cadence Capital Management
Massachusetts
$416K -$16.7K -256 -4%
2 3
4
5 6

BOKF Hedge Fund Activity: Q2 2014 in Review

145 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2014, worth a combined $1.47B — down 1.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BOKF positions and 12 closed out — a net gain of 1 holder — while 65 added to existing stakes and 36 trimmed.

The largest buyer was Nuance Investments, opening a new position worth an estimated $14.8M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $34M.

  • 145 institutional investors held BOK Financial (BOKF) as of Q2 2014, up from 144 in Q1 2014.
  • Funds reported $1.47B of BOK Financial stock for Q2 2014, down 1.2% quarter-over-quarter.
  • 13 funds opened new BOK Financial positions in Q2 2014 and 12 closed out, a net change of +1 holder.
  • The largest BOK Financial buyer in Q2 2014 was Nuance Investments, an estimated $14.8M added.
  • The largest BOK Financial seller in Q2 2014 was Columbia Wanger Asset Management, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2014.