We are live on ! Find out more
BOKF icon

BOK Financial
BOKF

169 hedge funds and large institutions have $1.51B invested in BOK Financial in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

48% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.17M

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

7% more funds holding

Funds holding: 158 → 169 (+11)

4% more capital invested

Capital invested by funds: $1.45B → $1.51B (+$53.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
169
Holders Change
+11
Holders Change %
+6.96%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
65
Reduced
45
Closed
15
Calls
$1.72M
Puts
$1.17M
Net Calls
+$558K
Net Calls Change
+$2.43M

Top Buyers

1
GKFF
George Kaiser Family Foundation
Oklahoma
+$143M
2
NI
Nuance Investments
Missouri
+$37.7M
3
American Century Companies
American Century Companies
Missouri
+$19.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$19M
5
AI
Analytic Investors
California
+$14.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$117M
2
PIM
Perkins Investment Management
Illinois
-$13.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$12.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.31M
5
Goldman Sachs
Goldman Sachs
New York
-$5.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$332K -$522K -8,081 -59%
Mariner
127
Mariner
Kansas
$325K +$4.84K +75 +1%
GCP
128
GSA Capital Partners
United Kingdom
$315K +$339K +5,247 New
BJ
129
BlackRock Japan
Japan
$297K +$209K +3,230 +189%
AIG
130
American International Group
New York
$296K -$10.2K -158 -3%
URS
131
Utah Retirement Systems
Utah
$281K – – –
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$273K -$125K -1,941 -30%
QT
133
Quantbot Technologies
New York
$271K +$292K +4,521 New
NAM
134
NorthCoast Asset Management
Connecticut
$246K +$264K +4,089 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$238K – – –
FC
136
FCA Corp
Texas
$225K – – –
NV
137
Nair Vinay
$203K +$219K +3,387 New
KT
138
Kanaly Trust
Texas
$202K – – –
BA
139
BlackRock Advisors
Delaware
$160K – – –
PAM
140
Panagora Asset Management
Massachusetts
$142K -$285K -4,407 -65%
Canada Pension Plan Investment Board
141
Canada Pension Plan Investment Board
Ontario, Canada
$102K – – –
HIM
142
Hillsdale Investment Management
Ontario, Canada
$96K -$45.2K -700 -30%
Canada Life
143
Canada Life
Manitoba, Canada
$90K – – –
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$78K +$73.5K +1,138 +707%
Walleye Trading
145
Walleye Trading
New York
$67K +$71.6K +1,109 New
FHA
146
First Horizon Advisors
Tennessee
$59K +$2.58K +40 +4%
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$52K -$969 -15 -2%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$50K – – –
BlackRock
149
BlackRock
New York
$48K -$20.1K -311 -28%
DADC
150
D.A. Davidson & Co
Montana
$46K +$31.1K +481 +159%
4 5
6
7 8

BOKF Hedge Fund Activity: Q4 2014 in Review

169 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2014, worth a combined $1.51B — up 3.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BOKF positions and 15 closed out — a net gain of 13 holders — while 65 added to existing stakes and 45 trimmed.

The largest buyer was George Kaiser Family Foundation, adding an estimated $143M. The largest seller was Capital World Investors, cutting an estimated $117M.

  • 169 institutional investors held BOK Financial (BOKF) as of Q4 2014, up from 158 in Q3 2014.
  • Funds reported $1.51B of BOK Financial stock for Q4 2014, up 3.7% quarter-over-quarter.
  • 28 funds opened new BOK Financial positions in Q4 2014 and 15 closed out, a net change of +13 holders.
  • The largest BOK Financial buyer in Q4 2014 was George Kaiser Family Foundation, an estimated $143M added.
  • The largest BOK Financial seller in Q4 2014 was Capital World Investors, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2014.