BOK Financial
BOKF
148 hedge funds and large institutions have $1.4B invested in BOK Financial in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 41 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
4% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 51
3% less call options, than puts
Call options by funds: $4.44M | Put options by funds: $4.57M
4% less capital invested
Capital invested by funds: $1.46B → $1.4B (-$55.4M)
10% less funds holding
Funds holding: 165 → 148 (-17)
41% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$58.5M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$42.4M |
| 3 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
+$37.1M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$27.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$63.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$34M |
| 3 |
Jennison Associates
New York
|
-$30.5M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
-$25.9M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$14.9M |
BOKF Hedge Fund Activity: Q1 2016 in Review
148 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2016, worth a combined $1.4B — down 3.8% from $1.46B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of BOKF and 24 opened new positions — a net loss of 17 holders — while 51 trimmed existing stakes and 53 added.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $58.5M. The largest seller was American Century Companies, cutting an estimated $63.8M.
- 148 institutional investors held BOK Financial (BOKF) as of Q1 2016, down from 165 in Q4 2015.
- Funds reported $1.4B of BOK Financial stock for Q1 2016, down 3.8% quarter-over-quarter.
- 24 funds opened new BOK Financial positions in Q1 2016 and 41 closed out, a net change of -17 holders.
- The largest BOK Financial buyer in Q1 2016 was Fidelity Investments, an estimated $58.5M added.
- The largest BOK Financial seller in Q1 2016 was American Century Companies, an estimated $63.8M sold.
Based on aggregated 13F filings for Q1 2016.