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BOK Financial
BOKF

169 hedge funds and large institutions have $1.51B invested in BOK Financial in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

48% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.17M

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

7% more funds holding

Funds holding: 158 → 169 (+11)

4% more capital invested

Capital invested by funds: $1.45B → $1.51B (+$53.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
169
Holders Change
+11
Holders Change %
+6.96%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
65
Reduced
45
Closed
15
Calls
$1.72M
Puts
$1.17M
Net Calls
+$558K
Net Calls Change
+$2.43M

Top Buyers

1
GKFF
George Kaiser Family Foundation
Oklahoma
+$143M
2
NI
Nuance Investments
Missouri
+$37.7M
3
American Century Companies
American Century Companies
Missouri
+$19.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$19M
5
AI
Analytic Investors
California
+$14.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$117M
2
PIM
Perkins Investment Management
Illinois
-$13.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$12.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.31M
5
Goldman Sachs
Goldman Sachs
New York
-$5.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARTA
101
A.R.T. Advisors
New York
$655K +$705K +10,914 New
CCIA
102
Campbell & Co Investment Adviser
Maryland
$623K +$670K +10,378 New
Citigroup
103
Citigroup
New York
$620K -$363K -5,612 -35%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$620K -$41.4K -641 -6%
MOACM
105
Mutual of America Capital Management
New York
$568K +$29.9K +463 +5%
TI
106
Trexquant Investment
Connecticut
$552K +$594K +9,200 New
WCM
107
Wedge Capital Management
North Carolina
$524K +$66.2K +1,025 +13%
GS
108
GAM Systematic
United Kingdom
$524K +$563K +8,720 New
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$513K +$68.7K +1,063 +14%
Stifel Financial
110
Stifel Financial
Missouri
$506K +$306K +4,744 +128%
Bank of America
111
Bank of America
North Carolina
$503K +$775 +12 +0.1%
Principal Financial Group
112
Principal Financial Group
Iowa
$484K +$18.4K +285 +4%
Los Angeles Capital Management
113
Los Angeles Capital Management
California
$450K – – –
BIG
114
Blackthorn Investment Group
Kansas
$450K +$485K +7,500 New
MHI
115
Miller Howard Investments
New York
$432K – – –
CCM
116
Cadence Capital Management
Massachusetts
$425K -$26.1K -404 -5%
JG
117
Jefferies Group
New York
$407K +$213K +3,299 +95%
PAM
118
Princeton Alpha Management
New Jersey
$407K +$438K +6,776 New
ProShare Advisors
119
ProShare Advisors
Maryland
$406K +$100K +1,552 +30%
Ameriprise
120
Ameriprise
Minnesota
$404K -$93K -1,440 -18%
DWA
121
Douglass Winthrop Advisors
New York
$402K – – –
IRF
122
IBM Retirement Fund
New York
$386K +$37.6K +582 +10%
DekaBank Deutsche Girozentrale
123
DekaBank Deutsche Girozentrale
Germany
$369K +$393K +6,082 New
VRS
124
Virginia Retirement Systems
Virginia
$348K – – –
EAM
125
EULAV Asset Management
Florida
$336K – – –
3 4
5
6 7

BOKF Hedge Fund Activity: Q4 2014 in Review

169 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2014, worth a combined $1.51B — up 3.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BOKF positions and 15 closed out — a net gain of 13 holders — while 65 added to existing stakes and 45 trimmed.

The largest buyer was George Kaiser Family Foundation, adding an estimated $143M. The largest seller was Capital World Investors, cutting an estimated $117M.

  • 169 institutional investors held BOK Financial (BOKF) as of Q4 2014, up from 158 in Q3 2014.
  • Funds reported $1.51B of BOK Financial stock for Q4 2014, up 3.7% quarter-over-quarter.
  • 28 funds opened new BOK Financial positions in Q4 2014 and 15 closed out, a net change of +13 holders.
  • The largest BOK Financial buyer in Q4 2014 was George Kaiser Family Foundation, an estimated $143M added.
  • The largest BOK Financial seller in Q4 2014 was Capital World Investors, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2014.