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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
SG Americas Securities
126
SG Americas Securities
New York
$169K +$176K +2,666 New
QT
127
Quantbot Technologies
New York
$126K +$132K +2,000 New
TRCT
128
Tower Research Capital (TRC)
New York
$116K +$121K +1,839 New
PAM
129
Panagora Asset Management
Massachusetts
$110K – – –
FA
130
Friess Associates
Delaware
$82K +$85.6K +1,300 New
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$71K +$74.1K +1,125 New
Credit Agricole
132
Credit Agricole
France
$70K +$72.5K +1,100 New
Barclays
133
Barclays
United Kingdom
$66K -$13.5K -205 -17%
Ameriprise
134
Ameriprise
Minnesota
$51K +$263 +4 +0.5%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$48K +$1.78K +27 +4%
Canada Pension Plan Investment Board
136
Canada Pension Plan Investment Board
Ontario, Canada
$44K +$46.1K +700 New
U
137
UBS
Switzerland
$34K -$4.94K -75 -12%
FHA
138
First Horizon Advisors
Tennessee
$34K +$66 +1 +0.2%
BJ
139
BlackRock Japan
Japan
$29K – – –
Creative Planning
140
Creative Planning
Kansas
$27K – – –
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$27K – – –
FQ
142
First Quadrant
California
$25K – – –
WRM
143
Westport Resources Management
Connecticut
$16K – – –
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
$10K – – –
HNB
145
Huntington National Bank
Ohio
$8K -$24.4K -370 -76%
PMFA
146
Plante Moran Financial Advisors
Michigan
$7K – – –
M&T Bank
147
M&T Bank
New York
$1K -$66 -1 -9%
EFSCE
148
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119 +$4.61K +70 +4%
American Century Companies
150
American Century Companies
Missouri
– -$5.49M -85,638 Closed
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.