BOK Financial
BOKF
144 hedge funds and large institutions have $1.49B invested in BOK Financial in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 20 closing their positions.
8% more capital invested
Capital invested by funds: $1.38B → $1.49B (+$116M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 51
3% less funds holding
Funds holding: 149 → 144 (-5)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
Top Buyers
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$56.2M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$28.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$7.7M |
| 4 |
Neuberger Berman Group
New York
|
+$4.97M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$3.95M |
Top Sellers
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$37.8M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$6.34M |
| 3 |
Renaissance Technologies
New York
|
-$5.59M |
| 4 |
BG
BlackRock Group
London,
United Kingdom
|
-$3.42M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
151
ALPS Advisors
Denver,
Colorado
| – | -$493K | -7,668 | Closed |
|
152
Principal Financial Group
Des Moines,
Iowa
| – | -$450K | -6,791 | Closed |
|
|
CFB
153
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$418K | -6,300 | Closed |
|
154
Two Sigma Investments
New York
| – | -$367K | -5,534 | Closed |
|
155
Tudor Investment Corp
Stamford,
Connecticut
| – | -$311K | -4,682 | Closed |
|
|
WS
156
Wedbush Securities
Los Angeles,
California
| – | -$292K | -4,400 | Closed |
|
|
GAM
157
Gotham Asset Management
New York
| – | -$277K | -4,180 | Closed |
|
|
HI
158
HBK Investments
Dallas,
Texas
| – | -$259K | -3,900 | Closed |
|
|
PL
159
Parkwood LLC
Cleveland,
Ohio
| – | -$197K | -2,967 | Closed |
|
|
TRCT
160
Tower Research Capital (TRC)
New York
| – | -$86K | -1,296 | Closed |
|
161
Axa
Paris,
France
| – | -$73K | -1,100 | Closed |
|
|
BJ
162
BlackRock Japan
Tokyo,
Japan
| – | -$20K | -300 | Closed |
|
|
HNB
163
Huntington National Bank
Columbus,
Ohio
| – | -$8K | -120 | Closed |
|
164
M&T Bank
Buffalo,
New York
| – | -$1K | -10 | Closed |
|
BOKF Hedge Fund Activity: Q1 2014 in Review
144 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2014, worth a combined $1.49B — up 8.5% from $1.38B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of BOKF and 15 opened new positions — a net loss of 5 holders — while 51 trimmed existing stakes and 46 added.
The largest buyer was American Century Companies, opening a new position worth an estimated $56.2M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $37.8M sold.
- 144 institutional investors held BOK Financial (BOKF) as of Q1 2014, down from 149 in Q4 2013.
- Funds reported $1.49B of BOK Financial stock for Q1 2014, up 8.5% quarter-over-quarter.
- 15 funds opened new BOK Financial positions in Q1 2014 and 20 closed out, a net change of -5 holders.
- The largest BOK Financial buyer in Q1 2014 was American Century Companies, an estimated $56.2M added.
- The largest BOK Financial seller in Q1 2014 was Lord, Abbett & Co, an estimated $37.8M sold.
Based on aggregated 13F filings for Q1 2014.