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BOK Financial

149 hedge funds and large institutions have $1.38B invested in BOK Financial in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 46

5% more capital invested

Capital invested by funds: $1.3B → $1.38B (+$71.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 151149 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
59
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
126
Canada Pension Plan Investment Board
Ontario, Canada
$80K +$31.6K +500 +71%
Ameriprise
127
Ameriprise
Minnesota
$79K +$24.3K +385 +48%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$75K
Axa
129
Axa
France
$73K -$1.71M -27,000 -96%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$68K -$160K -2,530 -71%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$51K
Legal & General Group
132
Legal & General Group
United Kingdom
$47K +$44.7K +707 New
U
133
UBS
Switzerland
$40K +$3.73K +59 +11%
FHA
134
First Horizon Advisors
Tennessee
$33K
Creative Planning
135
Creative Planning
Kansas
$29K
AW
136
Alpha Windward
Massachusetts
$28K -$397K -6,270 -94%
FQ
137
First Quadrant
California
$27K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$24K -$2.97K -47 -11%
BJ
139
BlackRock Japan
Japan
$20K -$10.3K -163 -35%
WRM
140
Westport Resources Management
Connecticut
$17K
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$14K -$513K -8,114 -97%
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$11K
HNB
143
Huntington National Bank
Ohio
$8K
DADC
144
D.A. Davidson & Co
Montana
$8K +$8.22K +130 New
PMFA
145
Plante Moran Financial Advisors
Michigan
$7K
S
146
SignatureFD
Georgia
$4K +$3.23K +51 +1,275%
EFSCE
147
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$1K
M&T Bank
149
M&T Bank
New York
$1K
Manulife (Manufacturers Life Insurance)
150
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$129 +$4.17K +66 +4%

BOKF Hedge Fund Activity: Q4 2013 in Review

149 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2013, worth a combined $1.38B — up 5.4% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BOKF and 11 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 59 added.

The largest buyer was Neuberger Berman Group, adding an estimated $10.5M. The largest seller was Jennison Associates, cutting an estimated $18.9M.

  • 149 institutional investors held BOK Financial (BOKF) as of Q4 2013, down from 151 in Q3 2013.
  • Funds reported $1.38B of BOK Financial stock for Q4 2013, up 5.4% quarter-over-quarter.
  • 11 funds opened new BOK Financial positions in Q4 2013 and 13 closed out, a net change of -2 holders.
  • The largest BOK Financial buyer in Q4 2013 was Neuberger Berman Group, an estimated $10.5M added.
  • The largest BOK Financial seller in Q4 2013 was Jennison Associates, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2013.