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BOK Financial

155 hedge funds and large institutions have $1.58B invested in BOK Financial in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 58 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more capital invested

Capital invested by funds: $1.51B → $1.58B (+$70.3M)

0% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $5.29M

8% less funds holding

Funds holding: 169155 (-14)

12% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 58

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
155
Holders Change
-14
Holders Change %
-8.28%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
21
Increased
51
Reduced
58
Closed
34
Calls
$5.3M
Puts
$5.29M
Net Calls
+$15K
Net Calls Change
-$543K
Name Holding Trade Value Shares
Change
Change in
Stake
AL
76
Airain Ltd
Guernsey
$1.29M -$508K -8,711 -29%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$1.26M -$31.5K -540 -3%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$1.21M +$28.6K +490 +3%
AG
79
Aperio Group
California
$1.2M -$998K -17,112 -47%
SEI Investments
80
SEI Investments
Pennsylvania
$1.13M -$119K -2,036 -10%
Morgan Stanley
81
Morgan Stanley
New York
$1.07M -$1.98K -34 -0.2%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$1.04M +$977K +16,752 +10,277%
UBS AM
83
UBS AM
Illinois
$962K +$18.6K +319 +2%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$939K -$10.5M -179,982 -92%
PAM
85
Paradigm Asset Management
New York
$888K +$181K +3,100 +27%
DIA
86
Denver Investment Advisors
Colorado
$881K -$3.85K -66 -0.5%
US Bancorp
87
US Bancorp
Minnesota
$850K -$57.4K -984 -7%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$822K
BJ
89
BlackRock Japan
Japan
$804K +$478K +8,199 +166%
Bank of America
90
Bank of America
North Carolina
$781K +$254K +4,361 +52%
IIC
91
Ironwood Investment Counsel
Arizona
$732K
JP Morgan Chase
92
JP Morgan Chase
New York
$714K -$8.38M -143,545 -92%
BIM
93
BlackRock Investment Management
Delaware
$712K -$17K -291 -2%
WC
94
Wexford Capital
Florida
$701K +$668K +11,445 New
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$663K +$367K +6,285 +139%
ACI
96
Advance Capital I
Michigan
$661K +$630K +10,800 New
Citigroup
97
Citigroup
New York
$653K +$20.5K +351 +3%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$632K -$934 -16 -0.2%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$588K +$560K +9,600 New
MOACM
100
Mutual of America Capital Management
New York
$579K

BOKF Hedge Fund Activity: Q1 2015 in Review

155 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2015, worth a combined $1.58B — up 4.7% from $1.51B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of BOKF and 21 opened new positions — a net loss of 13 holders — while 58 trimmed existing stakes and 51 added.

The largest buyer was Advisory Research, opening a new position worth an estimated $31.6M. The largest seller was Millennium Management, exiting entirely with an estimated $11.6M sold.

  • 155 institutional investors held BOK Financial (BOKF) as of Q1 2015, down from 169 in Q4 2014.
  • Funds reported $1.58B of BOK Financial stock for Q1 2015, up 4.7% quarter-over-quarter.
  • 21 funds opened new BOK Financial positions in Q1 2015 and 34 closed out, a net change of -13 holders.
  • The largest BOK Financial buyer in Q1 2015 was Advisory Research, an estimated $31.6M added.
  • The largest BOK Financial seller in Q1 2015 was Millennium Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2015.