We are live on ! Find out more
BOKF icon

BOK Financial
BOKF

145 hedge funds and large institutions have $1.47B invested in BOK Financial in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

81% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 36

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 144 → 145 (+1)

1% less capital invested

Capital invested by funds: $1.49B → $1.47B (-$18.3M)

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
4.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
65
Reduced
36
Closed
12
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
-$2K

Top Buyers

1
NI
Nuance Investments
Missouri
+$14.8M
2
Norges Bank
Norges Bank
Norway
+$13.5M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$11.9M
4
RP
Reinhart Partners
Wisconsin
+$11.6M
5
American Century Companies
American Century Companies
Missouri
+$9.44M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$34M
2
RA
Royce & Associates
New York
-$6.54M
3
MCM
Maltese Capital Management
New York
-$4.14M
4
RFC
Russell Frank Company
Washington
-$2.9M
5
ACM
Apex Capital Management
Ohio
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$58K -$8.63K -132 -13%
CLOS
127
Compagnie Lombard Odier SCmA
Switzerland
$57K +$55.6K +850 New
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$54K +$2.62K +40 +5%
Barclays
129
Barclays
United Kingdom
$49K -$32.8K -502 -41%
Legal & General Group
130
Legal & General Group
United Kingdom
$47K – – –
BlackRock
131
BlackRock
New York
$38K -$44.3K -678 -54%
Creative Planning
132
Creative Planning
Kansas
$34K +$4.91K +75 +17%
U
133
UBS
Switzerland
$29K -$51.7K -790 -65%
FQ
134
First Quadrant
California
$27K – – –
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$24K – – –
NFG
136
Next Financial Group
Texas
$22K +$21.8K +334 New
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$21K +$13.1K +200 +172%
WRM
138
Westport Resources Management
Connecticut
$17K – – –
DADC
139
D.A. Davidson & Co
Montana
$14K +$2.42K +37 +20%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$11K – – –
GSC
141
Ground Swell Capital
South Carolina
$10K +$9.48K +145 New
PMFA
142
Plante Moran Financial Advisors
Michigan
$7K – – –
LTFS
143
Ladenburg Thalmann Financial Services
Florida
$6K +$5.82K +89 +1,113%
S
144
SignatureFD
Georgia
$4K – – –
EFSCE
145
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
MCM
146
Maltese Capital Management
New York
– -$4.14M -60,000 Closed
ACM
147
Apex Capital Management
Ohio
– -$2.76M -39,948 Closed
DIA
148
Dean Investment Associates
Ohio
– -$440K -6,374 Closed
MAA
149
Managed Account Advisors
New Jersey
– -$382K -5,526 Closed
CIBC Asset Management
150
CIBC Asset Management
Ontario, Canada
– -$303K -4,390 Closed
3 4 5
6
7

BOKF Hedge Fund Activity: Q2 2014 in Review

145 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2014, worth a combined $1.47B — down 1.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BOKF positions and 12 closed out — a net gain of 1 holder — while 65 added to existing stakes and 36 trimmed.

The largest buyer was Nuance Investments, opening a new position worth an estimated $14.8M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $34M.

  • 145 institutional investors held BOK Financial (BOKF) as of Q2 2014, up from 144 in Q1 2014.
  • Funds reported $1.47B of BOK Financial stock for Q2 2014, down 1.2% quarter-over-quarter.
  • 13 funds opened new BOK Financial positions in Q2 2014 and 12 closed out, a net change of +1 holder.
  • The largest BOK Financial buyer in Q2 2014 was Nuance Investments, an estimated $14.8M added.
  • The largest BOK Financial seller in Q2 2014 was Columbia Wanger Asset Management, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2014.