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BOK Financial
BOKF

151 hedge funds and large institutions have $1.3B invested in BOK Financial in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

3% more funds holding

Funds holding: 147 → 151 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $1.35B → $1.3B (-$42.6M)

Holders
151
Holders Change
+4
Holders Change %
+2.72%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
60
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$7M
2
AL
AJO LP
Pennsylvania
+$6.81M
3
State Street
State Street
Massachusetts
+$3.66M
4
RFC
Russell Frank Company
Washington
+$2.93M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$2.72M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$13.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$13.3M
3
American Century Companies
American Century Companies
Missouri
-$5.49M
4
Morgan Stanley
Morgan Stanley
New York
-$4.51M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
101
Public Employees Retirement Association of Colorado
Colorado
$369K +$922 +14 +0.2%
EAM
102
EULAV Asset Management
Florida
$355K – – –
DIA
103
Dean Investment Associates
Ohio
$336K +$132 +2 +0%
Morgan Stanley
104
Morgan Stanley
New York
$334K -$4.51M -68,521 -93%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$326K +$46.1K +700 +16%
New York State Common Retirement Fund
106
New York State Common Retirement Fund
New York
$317K – – –
URS
107
Utah Retirement Systems
Utah
$296K -$6.59K -100 -2%
AIG
108
American International Group
New York
$292K +$7.64K +116 +3%
CFB
109
Cullen/Frost Bankers
Texas
$291K – – –
CMBA
110
C.M. Bidwell & Associates
Hawaii
$290K +$301K +4,570 New
VKH
111
Virtu KCG Holdings
New York
$284K +$296K +4,490 New
WS
112
Wedbush Securities
California
$279K +$32.9K +500 +13%
HIM
113
Hillsdale Investment Management
Ontario, Canada
$279K +$290K +4,400 New
Mariner
114
Mariner
Kansas
$276K +$4.94K +75 +2%
GAM
115
Gotham Asset Management
New York
$272K -$988 -15 -0.3%
BA
116
BlackRock Advisors
Delaware
$257K -$65.7K -998 -20%
AA
117
ALPS Advisors
Colorado
$251K +$261K +3,958 New
Millennium Management
118
Millennium Management
New York
$239K -$885K -13,431 -78%
FC
119
FCA Corp
Texas
$238K – – –
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$225K +$112K +1,693 +91%
KT
121
Kanaly Trust
Texas
$213K – – –
LW
122
Linscomb Wealth
Texas
$209K – – –
BIM
123
Bridgecreek Investment Management
Oklahoma
$206K – – –
CAM
124
Capstone Asset Management
Texas
$202K +$210K +3,186 New
WCM
125
Wedge Capital Management
North Carolina
$201K +$209K +3,175 New
3 4
5
6 7

BOKF Hedge Fund Activity: Q3 2013 in Review

151 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2013, worth a combined $1.3B — down 3.2% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BOKF positions and 15 closed out — a net gain of 5 holders — while 60 added to existing stakes and 42 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $7M. The largest seller was Deutsche Bank, cutting an estimated $13.6M.

  • 151 institutional investors held BOK Financial (BOKF) as of Q3 2013, up from 147 in Q2 2013.
  • Funds reported $1.3B of BOK Financial stock for Q3 2013, down 3.2% quarter-over-quarter.
  • 20 funds opened new BOK Financial positions in Q3 2013 and 15 closed out, a net change of +5 holders.
  • The largest BOK Financial buyer in Q3 2013 was Lord, Abbett & Co, an estimated $7M added.
  • The largest BOK Financial seller in Q3 2013 was Deutsche Bank, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2013.