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BOK Financial
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169 hedge funds and large institutions have $1.51B invested in BOK Financial in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

48% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.17M

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

7% more funds holding

Funds holding: 158 → 169 (+11)

4% more capital invested

Capital invested by funds: $1.45B → $1.51B (+$53.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
169
Holders Change
+11
Holders Change %
+6.96%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
65
Reduced
45
Closed
15
Calls
$1.72M
Puts
$1.17M
Net Calls
+$558K
Net Calls Change
+$2.43M

Top Buyers

1
GKFF
George Kaiser Family Foundation
Oklahoma
+$143M
2
NI
Nuance Investments
Missouri
+$37.7M
3
American Century Companies
American Century Companies
Missouri
+$19.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$19M
5
AI
Analytic Investors
California
+$14.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$117M
2
PIM
Perkins Investment Management
Illinois
-$13.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$12.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.31M
5
Goldman Sachs
Goldman Sachs
New York
-$5.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$44K -$9.04K -140 -16%
Legal & General Group
152
Legal & General Group
United Kingdom
$42K – – –
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$34K – – –
Creative Planning
154
Creative Planning
Kansas
$26K – – –
FQ
155
First Quadrant
California
$24K – – –
TRCT
156
Tower Research Capital (TRC)
New York
$21K -$38.1K -590 -63%
AW
157
Alpha Windward
Massachusetts
$19K -$440K -6,812 -96%
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$10K – – –
GT
159
Glenmede Trust
Pennsylvania
$9K – – –
LTFS
160
Ladenburg Thalmann Financial Services
Florida
$8K +$2.39K +37 +40%
HNB
161
Huntington National Bank
Ohio
$7K +$7.75K +120 New
PMFA
162
Plante Moran Financial Advisors
Michigan
$6K – – –
PHK
163
Point72 Hong Kong
Hong Kong
$5K – – –
S
164
SignatureFD
Georgia
$3K – – –
EFSCE
165
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
BPBT
167
Boston Private Bank & Trust
Massachusetts
$1K +$1.16K +18 New
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109 -$5.94K -92 -5%
ACH
169
ArrowMark Colorado Holdings
Colorado
– -$12.5M -187,654 Closed
QI
170
QS Investors
New York
– -$1.02M -15,300 Closed
PRCM
171
Pine River Capital Management
Minnesota
– -$554K -8,326 Closed
CEP
172
Chicago Equity Partners
Illinois
– -$499K -7,510 Closed
Barclays
173
Barclays
United Kingdom
– -$365K -5,657 -100%
TCOO
174
Trust Company of Oklahoma
Oklahoma
– -$266K -4,000 Closed
Jane Street
175
Jane Street
New York
– -$246K -3,707 Closed
4 5 6
7
8

BOKF Hedge Fund Activity: Q4 2014 in Review

169 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2014, worth a combined $1.51B — up 3.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BOKF positions and 15 closed out — a net gain of 13 holders — while 65 added to existing stakes and 45 trimmed.

The largest buyer was George Kaiser Family Foundation, adding an estimated $143M. The largest seller was Capital World Investors, cutting an estimated $117M.

  • 169 institutional investors held BOK Financial (BOKF) as of Q4 2014, up from 158 in Q3 2014.
  • Funds reported $1.51B of BOK Financial stock for Q4 2014, up 3.7% quarter-over-quarter.
  • 28 funds opened new BOK Financial positions in Q4 2014 and 15 closed out, a net change of +13 holders.
  • The largest BOK Financial buyer in Q4 2014 was George Kaiser Family Foundation, an estimated $143M added.
  • The largest BOK Financial seller in Q4 2014 was Capital World Investors, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2014.