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BOK Financial

190 hedge funds and large institutions have $2.58B invested in BOK Financial in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $2.27B → $2.58B (+$307M)

1.31% more ownership

Funds ownership: 40.32%41.64% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

1% less funds holding

Funds holding: 191190 (-1)

20% less call options, than puts

Call options by funds: $9.63M | Put options by funds: $12M

21% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 71

Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
56
Reduced
71
Closed
21
Calls
$9.63M
Puts
$12M
Net Calls
-$2.35M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
126
Panagora Asset Management
Massachusetts
$255K
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$252K
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$249K +$232K +2,845 New
OCM
129
Orser Capital Management
Texas
$244K -$11.4K -140 -5%
CIBC Asset Management
130
CIBC Asset Management
Ontario, Canada
$243K +$2.93K +36 +1%
CT
131
Coastline Trust
Rhode Island
$233K
UCFA
132
United Capital Financial Advisors
Texas
$231K -$326 -4 -0.2%
Nomura Holdings
133
Nomura Holdings
Japan
$228K +$212K +2,605 New
TCBWMS
134
Texas Capital Bank Wealth Management Services
Texas
$225K +$210K +2,577 New
RJFSA
135
Raymond James Financial Services Advisors
Florida
$224K +$209K +2,560 New
ACM
136
AlphaCrest Capital Management
New York
$220K -$104K -1,281 -34%
HighTower Advisors
137
HighTower Advisors
Illinois
$219K -$20.2K -248 -9%
SRAM
138
Stone Ridge Asset Management
New York
$218K +$203K +2,494 New
Canada Life
139
Canada Life
Manitoba, Canada
$203K +$191K +2,339 New
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$201K +$17.8K +218 +10%
AG
141
Advisor Group
Arizona
$192K -$10.4K -128 -6%
Macquarie Group
142
Macquarie Group
Australia
$192K
PH
143
Pinnacle Holdings
Oklahoma
$177K -$17.1K -210 -9%
PHK
144
Point72 Hong Kong
Hong Kong
$162K +$151K +1,850 New
CSS
145
Cubist Systematic Strategies
Connecticut
$147K -$196K -2,400 -59%
Barclays
146
Barclays
United Kingdom
$134K -$492K -6,035 -80%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$104K -$1.3K -16 -1%
US Bancorp
148
US Bancorp
Minnesota
$99K -$11.1K -136 -11%
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$86K -$1.47K -18 -2%
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$68.5K +$244 +3 +0.4%

BOKF Hedge Fund Activity: Q4 2019 in Review

190 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2019, worth a combined $2.58B — up 14% from $2.27B a quarter earlier.

Fund positioning in BOKF was balanced in Q4 2019: 21 funds opened new positions, 21 closed out, 56 added to existing stakes and 71 trimmed.

The largest buyer was CIBC World Market, adding an estimated $40.7M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $9.5M sold.

  • 190 institutional investors held BOK Financial (BOKF) as of Q4 2019, down from 191 in Q3 2019.
  • Funds reported $2.58B of BOK Financial stock for Q4 2019, up 14% quarter-over-quarter.
  • 21 funds opened new BOK Financial positions in Q4 2019 and 21 closed out, a net change of 0 holders.
  • The largest BOK Financial buyer in Q4 2019 was CIBC World Market, an estimated $40.7M added.
  • The largest BOK Financial seller in Q4 2019 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $9.5M sold.

Based on aggregated 13F filings for Q4 2019.