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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
Mariner
101
Mariner
Kansas
$448K +$6.62K +75 +2%
AB
102
Amalgamated Bank
New York
$441K +$24K +272 +6%
Citadel Advisors
103
Citadel Advisors
Florida
$437K -$126K -1,428 -23%
URS
104
Utah Retirement Systems
Utah
$422K – – –
Ameriprise
105
Ameriprise
Minnesota
$415K +$4.15K +47 +1%
Cerity Partners
106
Cerity Partners
New York
$387K – – –
WHG
107
Westwood Holdings Group
Texas
$355K – – –
PCAP
108
Pratt Collard Advisory Partners
New York
$354K +$338K +3,830 New
HSBC Holdings
109
HSBC Holdings
United Kingdom
$341K +$46.3K +525 +17%
ProShare Advisors
110
ProShare Advisors
Maryland
$335K +$19K +215 +6%
RQS
111
Ramsey Quantitative Systems
Kentucky
$305K -$37.8K -428 -11%
DADC
112
D.A. Davidson & Co
Montana
$288K -$706 -8 -0.3%
PAM
113
Panagora Asset Management
Massachusetts
$269K – – –
Jacobs Levy Equity Management
114
Jacobs Levy Equity Management
New Jersey
$268K – – –
JG
115
Jefferies Group
New York
$260K +$249K +2,818 New
HighTower Advisors
116
HighTower Advisors
Illinois
$250K -$33K -374 -12%
CT
117
Coastline Trust
Rhode Island
$237K – – –
AZA
118
Arthur Zaske & Associates
Michigan
$218K – – –
WC
119
Wexford Capital
Florida
$209K -$426K -4,829 -68%
CIBC Asset Management
120
CIBC Asset Management
Ontario, Canada
$209K – – –
BC
121
Brinker Capital
Pennsylvania
$207K +$198K +2,245 New
Canada Life
122
Canada Life
Manitoba, Canada
$188K – – –
Barclays
123
Barclays
United Kingdom
$154K +$115K +1,307 +363%
SOADOR
124
State of Alaska Department of Revenue
Alaska
$138K +$132K +1,500 New
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$121K -$21.4K -243 -16%
3 4
5
6 7

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.