BOK Financial
BOKF
158 hedge funds and large institutions have $1.45B invested in BOK Financial in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
9% more funds holding
Funds holding: 145 → 158 (+13)
1% less capital invested
Capital invested by funds: $1.47B → $1.45B (-$18.9M)
19% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 59
58% less call options, than puts
Call options by funds: $1.33M | Put options by funds: $3.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$22.7M |
| 2 |
Jennison Associates
New York
|
+$9.62M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$3.03M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.26M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$14M |
| 2 |
State Street
Boston,
Massachusetts
|
-$13.9M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$13.7M |
| 4 |
BCM
Basswood Capital Management
New York
|
-$7.65M |
| 5 |
Neuberger Berman Group
New York
|
-$5.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
151
Plante Moran Financial Advisors
Southfield,
Michigan
| $7K | – | – | – |
|
|
LTFS
152
Ladenburg Thalmann Financial Services
Miami,
Florida
| $6K | -$334 | -5 | -5% |
|
|
HCC
153
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $5K | +$5K | +75 | New |
|
|
PHK
154
Point72 Hong Kong
Hong Kong
| $5K | +$5.21K | +78 | New |
|
|
S
155
SignatureFD
Atlanta,
Georgia
| $4K | – | – | – |
|
|
EFSCE
156
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $1K | – | – | – |
|
157
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | +$1.33K | +20 | New |
|
158
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $127 | – | – | – |
|
|
BCM
159
Basswood Capital Management
New York
| – | -$7.65M | -114,881 | Closed |
|
160
Schroder Investment Management Group
London,
United Kingdom
| – | -$1.45M | -21,700 | Closed |
|
161
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$370K | -5,552 | Closed |
|
162
Renaissance Technologies
New York
| – | -$246K | -3,700 | Closed |
|
|
GSC
163
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$10K | -145 | Closed |
|
BOKF Hedge Fund Activity: Q3 2014 in Review
158 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2014, worth a combined $1.45B — down 1.3% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BOKF positions and 5 closed out — a net gain of 13 holders — while 48 added to existing stakes and 59 trimmed.
The largest buyer was Nuance Investments, adding an estimated $22.7M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $14M.
- 158 institutional investors held BOK Financial (BOKF) as of Q3 2014, up from 145 in Q2 2014.
- Funds reported $1.45B of BOK Financial stock for Q3 2014, down 1.3% quarter-over-quarter.
- 18 funds opened new BOK Financial positions in Q3 2014 and 5 closed out, a net change of +13 holders.
- The largest BOK Financial buyer in Q3 2014 was Nuance Investments, an estimated $22.7M added.
- The largest BOK Financial seller in Q3 2014 was Columbia Wanger Asset Management, an estimated $14M sold.
Based on aggregated 13F filings for Q3 2014.