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BOK Financial
BOKF

159 hedge funds and large institutions have $2.02B invested in BOK Financial in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 48

9% more capital invested

Capital invested by funds: $1.86B → $2.02B (+$167M)

1.63% more ownership

Funds ownership: 31.88% → 33.51% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 160 → 159 (-1)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

32% less call options, than puts

Call options by funds: $851K | Put options by funds: $1.26M

Holders
159
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
60
Reduced
48
Closed
26
Calls
$851K
Puts
$1.26M
Net Calls
-$408K
Net Calls Change
-$493K

Top Buyers

1
GKFF
George Kaiser Family Foundation
Oklahoma
+$71.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.3M
3
State Street
State Street
Massachusetts
+$14.3M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$12.7M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$10.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$8.89M
2
Deutsche Bank
Deutsche Bank
Germany
-$7.34M
3
CEP
Chicago Equity Partners
Illinois
-$7.14M
4
KTA
Keeley-Teton Advisors
Illinois
-$6.54M
5
Millennium Management
Millennium Management
New York
-$5.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$114K +$30.2K +342 +38%
CG
127
Cutler Group
California
$109K +$102K +1,159 +3,739%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$106K +$43.7K +495 +76%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$87K +$14K +159 +20%
AG
130
Advisor Group
Arizona
$84K +$1.15K +13 +1%
EMG
131
ETF Managers Group
New Jersey
$73K +$9.88K +112 +17%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$67K -$2.38K -27 -4%
HNB
133
Huntington National Bank
Ohio
$54K -$6.97K -79 -12%
AIG
134
American International Group
New York
$48K +$46.1K +522 New
PA
135
Parallel Advisors
California
$34K – – –
PCP
136
Proficio Capital Partners
Massachusetts
$32K – – –
IWP
137
Icon Wealth Partners
Texas
$25K +$23.9K +271 New
FHA
138
First Horizon Advisors
Tennessee
$23K – – –
GT
139
Glenmede Trust
Pennsylvania
$16K – – –
STA
140
Summit Trail Advisors
New York
$11K +$10.3K +117 New
ASN
141
Advisory Services Network
Georgia
$10K -$88 -1 -0.9%
DCM
142
Delpha Capital Management
New York
$7K +$6.44K +73 New
MPPLM
143
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6K +$5.38K +61 New
MGIA
144
Moneta Group Investment Advisors
Missouri
$6K +$5.91K +67 New
FPFS
145
First Personal Financial Services
North Carolina
$5K +$5.12K +58 New
VCM
146
Versant Capital Management
Arizona
$3K – – –
EFSCE
147
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$2K – – –
WAM
149
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
RWA
150
Ropes Wealth Advisors
Massachusetts
$2K +$1.68K +19 New
4 5
6
7 8

BOKF Hedge Fund Activity: Q4 2017 in Review

159 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2017, worth a combined $2.02B — up 9% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BOKF and 25 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 60 added.

The largest buyer was George Kaiser Family Foundation, adding an estimated $71.4M. The largest seller was Neuberger Berman Group, cutting an estimated $8.89M.

  • 159 institutional investors held BOK Financial (BOKF) as of Q4 2017, down from 160 in Q3 2017.
  • Funds reported $2.02B of BOK Financial stock for Q4 2017, up 9% quarter-over-quarter.
  • 25 funds opened new BOK Financial positions in Q4 2017 and 26 closed out, a net change of -1 holder.
  • The largest BOK Financial buyer in Q4 2017 was George Kaiser Family Foundation, an estimated $71.4M added.
  • The largest BOK Financial seller in Q4 2017 was Neuberger Berman Group, an estimated $8.89M sold.

Based on aggregated 13F filings for Q4 2017.