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BOK Financial
BOKF

159 hedge funds and large institutions have $2.02B invested in BOK Financial in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 48

9% more capital invested

Capital invested by funds: $1.86B → $2.02B (+$167M)

1.63% more ownership

Funds ownership: 31.88% → 33.51% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 160 → 159 (-1)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

32% less call options, than puts

Call options by funds: $851K | Put options by funds: $1.26M

Holders
159
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
60
Reduced
48
Closed
26
Calls
$851K
Puts
$1.26M
Net Calls
-$408K
Net Calls Change
-$493K

Top Buyers

1
GKFF
George Kaiser Family Foundation
Oklahoma
+$71.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.3M
3
State Street
State Street
Massachusetts
+$14.3M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$12.7M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$10.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$8.89M
2
Deutsche Bank
Deutsche Bank
Germany
-$7.34M
3
CEP
Chicago Equity Partners
Illinois
-$7.14M
4
KTA
Keeley-Teton Advisors
Illinois
-$6.54M
5
Millennium Management
Millennium Management
New York
-$5.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
76
Shell Asset Management
Netherlands
$1.06M – – –
Citigroup
77
Citigroup
New York
$929K +$691K +7,837 +350%
HK
78
Horizon Kinetics
New York
$881K -$15.4K -175 -2%
FEG
79
Fund Evaluation Group
Ohio
$859K +$821K +9,300 New
VOYA Investment Management
80
VOYA Investment Management
Georgia
$834K -$22.1K -251 -3%
CS
81
Credit Suisse
Switzerland
$817K +$199K +2,258 +34%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$778K – – –
HT
83
Heritage Trust
Oklahoma
$774K – – –
UBS Group
84
UBS Group
Switzerland
$681K +$320K +3,631 +97%
Teacher Retirement System of Texas
85
Teacher Retirement System of Texas
Texas
$619K +$592K +6,707 New
CCP
86
Corient Capital Partners
California
$615K +$46.8K +530 +9%
FA
87
FDx Advisors
Illinois
$584K +$38.8K +440 +7%
Rafferty Asset Management
88
Rafferty Asset Management
New York
$580K +$110K +1,249 +25%
Stifel Financial
89
Stifel Financial
Missouri
$572K +$17.3K +196 +3%
Prudential Financial
90
Prudential Financial
New Jersey
$565K -$1.1M -12,500 -67%
EVM
91
Eaton Vance Management
Massachusetts
$554K +$530K +6,006 New
RFC
92
Regions Financial Corp
Alabama
$540K +$14.5K +164 +3%
MWNA
93
Marshall Wace North America
New York
$535K +$217K +2,457 +74%
WPW
94
Winthrop Partners - WNY
New York
$534K +$472K +5,350 New
US Bancorp
95
US Bancorp
Minnesota
$527K -$79.4K -900 -14%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$518K +$270K +3,059 +120%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$495K -$2.82K -32 -0.6%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$495K +$59.6K +676 +14%
CEP
99
Chicago Equity Partners
Illinois
$482K -$7.14M -80,873 -94%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$475K +$5.91K +67 +1%
2 3
4
5 6

BOKF Hedge Fund Activity: Q4 2017 in Review

159 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2017, worth a combined $2.02B — up 9% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BOKF and 25 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 60 added.

The largest buyer was George Kaiser Family Foundation, adding an estimated $71.4M. The largest seller was Neuberger Berman Group, cutting an estimated $8.89M.

  • 159 institutional investors held BOK Financial (BOKF) as of Q4 2017, down from 160 in Q3 2017.
  • Funds reported $2.02B of BOK Financial stock for Q4 2017, up 9% quarter-over-quarter.
  • 25 funds opened new BOK Financial positions in Q4 2017 and 26 closed out, a net change of -1 holder.
  • The largest BOK Financial buyer in Q4 2017 was George Kaiser Family Foundation, an estimated $71.4M added.
  • The largest BOK Financial seller in Q4 2017 was Neuberger Berman Group, an estimated $8.89M sold.

Based on aggregated 13F filings for Q4 2017.