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BOK Financial

154 hedge funds and large institutions have $1.82B invested in BOK Financial in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $1.01M

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

33.17% more ownership

Funds ownership: 0%33.17% (+33%)

10% more capital invested

Capital invested by funds: $1.65B → $1.82B (+$162M)

8% more funds holding

Funds holding: 143154 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 54

Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
3.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
49
Reduced
54
Closed
17
Calls
$5.99M
Puts
$1.01M
Net Calls
+$4.99M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
101
Wellington Management Group
Massachusetts
$398K
FRM
102
Fox Run Management
Connecticut
$390K +$361K +4,700 New
URS
103
Utah Retirement Systems
Utah
$388K
RJFSA
104
Raymond James Financial Services Advisors
Florida
$351K +$26.6K +346 +9%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$348K +$91.6K +1,192 +40%
BIM
106
Bridgecreek Investment Management
Oklahoma
$336K -$171K -2,225 -35%
SAM
107
Silvercrest Asset Management
New York
$332K +$307K +4,000 New
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$330K +$305K +3,973 New
Stifel Financial
109
Stifel Financial
Missouri
$329K -$270K -3,512 -47%
WHG
110
Westwood Holdings Group
Texas
$319K
FC
111
FCA Corp
Texas
$311K
CCM
112
Cadence Capital Management
Massachusetts
$300K -$8.22K -107 -3%
ProShare Advisors
113
ProShare Advisors
Maryland
$297K +$22.3K +290 +9%
AB
114
Amalgamated Bank
New York
$296K +$35.3K +459 +15%
KT
115
Kanaly Trust
Texas
$280K
Jane Street
116
Jane Street
New York
$270K +$249K +3,247 New
HSBC Holdings
117
HSBC Holdings
United Kingdom
$264K -$55.6K -723 -19%
Citigroup
118
Citigroup
New York
$263K -$63.6K -828 -21%
Legal & General Group
119
Legal & General Group
United Kingdom
$256K +$23.9K +311 +11%
PAM
120
Panagora Asset Management
Massachusetts
$242K
CT
121
Coastline Trust
Rhode Island
$213K +$197K +2,570 New
GCA
122
Gideon Capital Advisors
New York
$209K +$193K +2,513 New
Pacer Advisors
123
Pacer Advisors
Pennsylvania
$200K +$17.3K +225 +10%
NIT
124
NumerixS Investment Technologies
British Columbia, Canada
$199K -$15.4K -200 -8%
DADC
125
D.A. Davidson & Co
Montana
$177K -$6.68K -87 -4%

BOKF Hedge Fund Activity: Q4 2016 in Review

154 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2016, worth a combined $1.82B — up 9.8% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BOKF positions and 17 closed out — a net gain of 14 holders — while 49 added to existing stakes and 54 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $25.9M. The largest seller was George Kaiser Family Foundation, cutting an estimated $190M.

  • 154 institutional investors held BOK Financial (BOKF) as of Q4 2016, up from 143 in Q3 2016.
  • Funds reported $1.82B of BOK Financial stock for Q4 2016, up 9.8% quarter-over-quarter.
  • 31 funds opened new BOK Financial positions in Q4 2016 and 17 closed out, a net change of +14 holders.
  • The largest BOK Financial buyer in Q4 2016 was Neuberger Berman Group, an estimated $25.9M added.
  • The largest BOK Financial seller in Q4 2016 was George Kaiser Family Foundation, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2016.