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BOK Financial

153 hedge funds and large institutions have $1.68B invested in BOK Financial in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $2.25M

2% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 59

4% less capital invested

Capital invested by funds: $1.74B → $1.68B (-$62M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 155153 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
4.27%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
12
Increased
60
Reduced
59
Closed
13
Calls
$2.98M
Puts
$2.25M
Net Calls
+$732K
Net Calls Change
-$3.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$1.06M -$61.5K -946 -5%
BCM
77
BlueCrest Capital Management
Jersey
$1.05M +$427K +6,561 +67%
RFC
78
Russell Frank Company
Washington
$1.01M -$213K -3,275 -17%
BIM
79
BlackRock Investment Management
Delaware
$975K -$1.04K -16 -0.1%
DIA
80
Denver Investment Advisors
Colorado
$931K -$13.7K -210 -1%
Morgan Stanley
81
Morgan Stanley
New York
$926K +$19.7K +303 +2%
HighTower Advisors
82
HighTower Advisors
Illinois
$906K +$910K +14,000 New
CCM
83
CrestPoint Capital Management
Missouri
$893K +$897K +13,800 New
PAM
84
Paradigm Asset Management
New York
$822K -$124K -1,900 -13%
JP Morgan Chase
85
JP Morgan Chase
New York
$777K -$34.4K -529 -4%
Citigroup
86
Citigroup
New York
$770K +$235K +3,620 +44%
IIC
87
Ironwood Investment Counsel
Arizona
$709K -$65K -1,000 -8%
WCM
88
Wedge Capital Management
North Carolina
$657K +$52K +800 +9%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$655K +$2.93K +45 +0.4%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$618K -$17.4K -267 -3%
UBS Group
91
UBS Group
Switzerland
$615K +$91.2K +1,402 +17%
MOACM
92
Mutual of America Capital Management
New York
$612K
US Bancorp
93
US Bancorp
Minnesota
$565K -$91.9K -1,414 -14%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$545K -$241K -3,700 -31%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$507K
DT
96
Diversified Trust
Tennessee
$504K
Ameriprise
97
Ameriprise
Minnesota
$492K +$6.44K +99 +1%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$488K -$181K -2,780 -27%
PSUF
99
People's United Financial
Connecticut
$488K +$491K +7,547 New
AW
100
Alpha Windward
Massachusetts
$474K +$449K +6,900 +1,639%

BOKF Hedge Fund Activity: Q3 2015 in Review

153 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2015, worth a combined $1.68B — down 3.6% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BOKF and 12 opened new positions — a net loss of 1 holder — while 59 trimmed existing stakes and 60 added.

The largest buyer was Allianz Asset Management, adding an estimated $32.9M. The largest seller was Yost Capital Management, exiting entirely with an estimated $10.4M sold.

  • 153 institutional investors held BOK Financial (BOKF) as of Q3 2015, down from 155 in Q2 2015.
  • Funds reported $1.68B of BOK Financial stock for Q3 2015, down 3.6% quarter-over-quarter.
  • 12 funds opened new BOK Financial positions in Q3 2015 and 13 closed out, a net change of -1 holder.
  • The largest BOK Financial buyer in Q3 2015 was Allianz Asset Management, an estimated $32.9M added.
  • The largest BOK Financial seller in Q3 2015 was Yost Capital Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2015.