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BOK Financial
BOKF

151 hedge funds and large institutions have $1.3B invested in BOK Financial in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

3% more funds holding

Funds holding: 147 → 151 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $1.35B → $1.3B (-$42.6M)

Holders
151
Holders Change
+4
Holders Change %
+2.72%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
60
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$7M
2
AL
AJO LP
Pennsylvania
+$6.81M
3
State Street
State Street
Massachusetts
+$3.66M
4
RFC
Russell Frank Company
Washington
+$2.93M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$2.72M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$13.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$13.3M
3
American Century Companies
American Century Companies
Missouri
-$5.49M
4
Morgan Stanley
Morgan Stanley
New York
-$4.51M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
151
Two Sigma Investments
New York
– -$2M -31,222 Closed
CEP
152
Chicago Equity Partners
Illinois
– -$1.24M -19,400 Closed
PP
153
PDT Partners
New York
– -$963K -15,039 Closed
D.E. Shaw & Co
154
D.E. Shaw & Co
New York
– -$660K -10,308 Closed
CIP
155
Convergence Investment Partners
Florida
– -$580K -9,051 Closed
Tudor Investment Corp
156
Tudor Investment Corp
Connecticut
– -$519K -8,100 Closed
V
157
Veritable
Delaware
– -$486K -7,584 Closed
NI
158
Numeric Investors
Massachusetts
– -$346K -5,400 Closed
NCCM
159
Nine Chapters Capital Management
New Jersey
– -$314K -4,900 Closed
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
– -$266K -4,155 Closed
OWP
161
Obermeyer Wealth Partners
Colorado
– -$96K -1,500 Closed
I2I
162
Insight 2811 Inc
Illinois
– -$70K -1,096 Closed
WBC
163
Westpac Banking Corp
Australia
– -$56.1K -900 Closed
Jones Financial Companies
164
Jones Financial Companies
Missouri
– -$22K -345 Closed
LTFS
165
Ladenburg Thalmann Financial Services
Florida
– -$1.05K -16 -67%
S
166
SignatureFD
Georgia
– +$263 +4 New
3 4 5 6
7

BOKF Hedge Fund Activity: Q3 2013 in Review

151 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2013, worth a combined $1.3B — down 3.2% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BOKF positions and 15 closed out — a net gain of 5 holders — while 60 added to existing stakes and 42 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $7M. The largest seller was Deutsche Bank, cutting an estimated $13.6M.

  • 151 institutional investors held BOK Financial (BOKF) as of Q3 2013, up from 147 in Q2 2013.
  • Funds reported $1.3B of BOK Financial stock for Q3 2013, down 3.2% quarter-over-quarter.
  • 20 funds opened new BOK Financial positions in Q3 2013 and 15 closed out, a net change of +5 holders.
  • The largest BOK Financial buyer in Q3 2013 was Lord, Abbett & Co, an estimated $7M added.
  • The largest BOK Financial seller in Q3 2013 was Deutsche Bank, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2013.