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BOK Financial
BOKF

Overview Fund Activity

144 hedge funds and large institutions have $1.49B invested in BOK Financial in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
46
Reduced
51
Closed
20
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
+$35K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$59.3M
2
PIM
2
Perkins Investment Management
Illinois
$30.5M
3
State Street
3
State Street
Massachusetts
$57M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$131M
5
BG
5
Bahl & Gaynor
Ohio
$9.68M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
BIT
2
BlackRock Institutional Trust
California
$41.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.7M
4
BG
4
BlackRock Group
United Kingdom
$1.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCPG
126
Kavar Capital Partners Group
Kansas
$69K +$69K +1,000 New
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$62K -$15.1K -220 -20%
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$61K -$342K -4,957 -85%
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$53K – – –
Legal & General Group
130
Legal & General Group
United Kingdom
$49K – – –
FHA
131
First Horizon Advisors
Tennessee
$45K +$9.43K +141 +27%
Creative Planning
132
Creative Planning
Kansas
$30K – – –
FQ
133
First Quadrant
California
$28K – – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$26K – – –
PCM
135
Prelude Capital Management
New York
$25K +$25K +360 New
WRM
136
Westport Resources Management
Connecticut
$17K – – –
DADC
137
D.A. Davidson & Co
Montana
$12K +$3.7K +58 +45%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$11K – – –
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$8K -$6.9K -100 -46%
PMFA
140
Plante Moran Financial Advisors
Michigan
$7K – – –
S
141
SignatureFD
Georgia
$4K – – –
EFSCE
142
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
LTFS
143
Ladenburg Thalmann Financial Services
Florida
$1K – – –
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135 – – –
Lord, Abbett & Co
145
Lord, Abbett & Co
New Jersey
– -$37.8M -570,631 Closed
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
– -$2.07M -31,242 Closed
Millennium Management
147
Millennium Management
New York
– -$1.24M -18,640 Closed
CIP
148
Convergence Investment Partners
Florida
– -$957K -14,433 Closed
CK
149
Carnick & Kubik
Colorado
– -$716K -10,793 Closed
BIG
150
Blackthorn Investment Group
Kansas
– -$650K -9,806 Closed
3 4 5
6
7