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BOK Financial
BOKF

145 hedge funds and large institutions have $1.47B invested in BOK Financial in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

81% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 36

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 144 → 145 (+1)

1% less capital invested

Capital invested by funds: $1.49B → $1.47B (-$18.3M)

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
4.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
65
Reduced
36
Closed
12
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
-$2K

Top Buyers

1
NI
Nuance Investments
Missouri
+$14.8M
2
Norges Bank
Norges Bank
Norway
+$13.5M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$11.9M
4
RP
Reinhart Partners
Wisconsin
+$11.6M
5
American Century Companies
American Century Companies
Missouri
+$9.44M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$34M
2
RA
Royce & Associates
New York
-$6.54M
3
MCM
Maltese Capital Management
New York
-$4.14M
4
RFC
Russell Frank Company
Washington
-$2.9M
5
ACM
Apex Capital Management
Ohio
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
101
EULAV Asset Management
Florida
$373K – – –
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$370K +$85K +1,300 +31%
ProShare Advisors
103
ProShare Advisors
Maryland
$367K -$76.1K -1,163 -17%
AIG
104
American International Group
New York
$335K -$2.94K -45 -0.9%
Mariner
105
Mariner
Kansas
$330K +$41.7K +638 +15%
URS
106
Utah Retirement Systems
Utah
$311K – – –
JP Morgan Chase
107
JP Morgan Chase
New York
$288K +$284K +4,344 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$264K +$260K +3,971 New
JG
109
Jefferies Group
New York
$256K +$22.8K +348 +10%
FC
110
FCA Corp
Texas
$250K – – –
Stifel Financial
111
Stifel Financial
Missouri
$250K +$246K +3,758 New
Renaissance Technologies
112
Renaissance Technologies
New York
$246K -$1.36M -20,842 -85%
KT
113
Kanaly Trust
Texas
$224K – – –
BIM
114
Bridgecreek Investment Management
Oklahoma
$216K – – –
DC
115
Deere & Company
Illinois
$204K – – –
HIM
116
Hillsdale Investment Management
Ontario, Canada
$180K -$6.54K -100 -4%
BA
117
BlackRock Advisors
Delaware
$177K – – –
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127K -$2.68K -41 -2%
Canada Pension Plan Investment Board
119
Canada Pension Plan Investment Board
Ontario, Canada
$127K +$26.2K +400 +27%
PAM
120
Panagora Asset Management
Massachusetts
$116K – – –
Canada Life
121
Canada Life
Manitoba, Canada
$100K – – –
TRCT
122
Tower Research Capital (TRC)
New York
$81K +$79.5K +1,215 New
FHA
123
First Horizon Advisors
Tennessee
$61K +$17.1K +262 +39%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$60K – – –
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$59K +$654 +10 +1%
3 4
5
6 7

BOKF Hedge Fund Activity: Q2 2014 in Review

145 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2014, worth a combined $1.47B — down 1.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BOKF positions and 12 closed out — a net gain of 1 holder — while 65 added to existing stakes and 36 trimmed.

The largest buyer was Nuance Investments, opening a new position worth an estimated $14.8M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $34M.

  • 145 institutional investors held BOK Financial (BOKF) as of Q2 2014, up from 144 in Q1 2014.
  • Funds reported $1.47B of BOK Financial stock for Q2 2014, down 1.2% quarter-over-quarter.
  • 13 funds opened new BOK Financial positions in Q2 2014 and 12 closed out, a net change of +1 holder.
  • The largest BOK Financial buyer in Q2 2014 was Nuance Investments, an estimated $14.8M added.
  • The largest BOK Financial seller in Q2 2014 was Columbia Wanger Asset Management, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2014.