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BOK Financial
BOKF

169 hedge funds and large institutions have $1.51B invested in BOK Financial in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

48% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.17M

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

7% more funds holding

Funds holding: 158 → 169 (+11)

4% more capital invested

Capital invested by funds: $1.45B → $1.51B (+$53.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
169
Holders Change
+11
Holders Change %
+6.96%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
65
Reduced
45
Closed
15
Calls
$1.72M
Puts
$1.17M
Net Calls
+$558K
Net Calls Change
+$2.43M

Top Buyers

1
GKFF
George Kaiser Family Foundation
Oklahoma
+$143M
2
NI
Nuance Investments
Missouri
+$37.7M
3
American Century Companies
American Century Companies
Missouri
+$19.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$19M
5
AI
Analytic Investors
California
+$14.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$117M
2
PIM
Perkins Investment Management
Illinois
-$13.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$12.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.31M
5
Goldman Sachs
Goldman Sachs
New York
-$5.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
76
Westpac Banking Corp
Australia
$1.41M +$1.52M +23,500 New
MAA
77
Managed Account Advisors
New Jersey
$1.36M -$166K -2,563 -10%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$1.27M +$994K +15,390 +265%
SEI Investments
79
SEI Investments
Pennsylvania
$1.23M +$1.33M +20,530 New
Tudor Investment Corp
80
Tudor Investment Corp
Connecticut
$1.23M +$1.32M +20,416 New
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$1.16M – – –
UBS Group
82
UBS Group
Switzerland
$1.1M +$1.19M +18,404 New
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$1.09M +$55.2K +855 +5%
Morgan Stanley
84
Morgan Stanley
New York
$1.05M +$33K +511 +3%
PI
85
Placemark Investments
Illinois
$999K +$37K +573 +4%
CCMG
86
Clark Capital Management Group
Pennsylvania
$953K +$1.03M +15,869 New
UBS AM
87
UBS AM
Illinois
$924K +$32.3K +500 +3%
US Bancorp
88
US Bancorp
Minnesota
$893K – – –
DIA
89
Denver Investment Advisors
Colorado
$867K -$21K -325 -2%
CG
90
Clinton Group
New York
$865K +$930K +14,399 New
GC
91
Guggenheim Capital
Illinois
$848K -$170K -2,631 -16%
SCM
92
Stevens Capital Management
Pennsylvania
$832K -$2.9M -44,836 -76%
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$806K – – –
HI
94
HBK Investments
Texas
$744K +$801K +12,400 New
AQR Capital Management
95
AQR Capital Management
Connecticut
$740K +$79K +1,223 +11%
CSS
96
Cubist Systematic Strategies
Connecticut
$719K +$568K +8,793 +277%
IIC
97
Ironwood Investment Counsel
Arizona
$718K – – –
BIM
98
BlackRock Investment Management
Delaware
$716K -$5.88K -91 -0.8%
PAM
99
Paradigm Asset Management
New York
$684K +$90.4K +1,400 +14%
CIM
100
CenturyLink Investment Management
Colorado
$663K – – –
2 3
4
5 6

BOKF Hedge Fund Activity: Q4 2014 in Review

169 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2014, worth a combined $1.51B — up 3.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BOKF positions and 15 closed out — a net gain of 13 holders — while 65 added to existing stakes and 45 trimmed.

The largest buyer was George Kaiser Family Foundation, adding an estimated $143M. The largest seller was Capital World Investors, cutting an estimated $117M.

  • 169 institutional investors held BOK Financial (BOKF) as of Q4 2014, up from 158 in Q3 2014.
  • Funds reported $1.51B of BOK Financial stock for Q4 2014, up 3.7% quarter-over-quarter.
  • 28 funds opened new BOK Financial positions in Q4 2014 and 15 closed out, a net change of +13 holders.
  • The largest BOK Financial buyer in Q4 2014 was George Kaiser Family Foundation, an estimated $143M added.
  • The largest BOK Financial seller in Q4 2014 was Capital World Investors, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2014.