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BOK Financial
BOKF

149 hedge funds and large institutions have $1.38B invested in BOK Financial in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 46

5% more capital invested

Capital invested by funds: $1.3B → $1.38B (+$71.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 151 → 149 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
59
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$10.5M
2
BCM
Basswood Capital Management
New York
+$9.07M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$8.46M
4
State Street
State Street
Massachusetts
+$8.15M
5
RP
Reinhart Partners
Wisconsin
+$4.17M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$18.9M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$10.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.14M
4
AL
AJO LP
Pennsylvania
-$6.55M
5
BIT
BlackRock Institutional Trust
California
-$4.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
151
AJO LP
Pennsylvania
– -$6.55M -103,400 Closed
PI
152
Putnam Investments
Massachusetts
– -$3.22M -50,802 Closed
RJA
153
Raymond James & Associates
Florida
– -$1.32M -20,914 Closed
TCM
154
Twin Capital Management
Pennsylvania
– -$630K -9,950 Closed
NTCOC
155
Northern Trust Company of Connecticut
Connecticut
– -$570K -9,000 Closed
ZIM
156
Zacks Investment Management
Illinois
– -$390K -6,157 Closed
CMBA
157
C.M. Bidwell & Associates
Hawaii
– -$290K -4,570 Closed
VKH
158
Virtu KCG Holdings
New York
– -$284K -4,490 Closed
LW
159
Linscomb Wealth
Texas
– -$209K -3,306 Closed
CAM
160
Capstone Asset Management
Texas
– -$202K -3,186 Closed
QT
161
Quantbot Technologies
New York
– -$126K -2,000 Closed
FA
162
Friess Associates
Delaware
– -$82K -1,300 Closed
3 4 5 6
7

BOKF Hedge Fund Activity: Q4 2013 in Review

149 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2013, worth a combined $1.38B — up 5.4% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BOKF and 11 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 59 added.

The largest buyer was Neuberger Berman Group, adding an estimated $10.5M. The largest seller was Jennison Associates, cutting an estimated $18.9M.

  • 149 institutional investors held BOK Financial (BOKF) as of Q4 2013, down from 151 in Q3 2013.
  • Funds reported $1.38B of BOK Financial stock for Q4 2013, up 5.4% quarter-over-quarter.
  • 11 funds opened new BOK Financial positions in Q4 2013 and 13 closed out, a net change of -2 holders.
  • The largest BOK Financial buyer in Q4 2013 was Neuberger Berman Group, an estimated $10.5M added.
  • The largest BOK Financial seller in Q4 2013 was Jennison Associates, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2013.