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BOK Financial

165 hedge funds and large institutions have $1.46B invested in BOK Financial in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

11% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.01M

8% more funds holding

Funds holding: 153165 (+12)

2% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 58

13% less capital invested

Capital invested by funds: $1.68B → $1.46B (-$219M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
165
Holders Change
+12
Holders Change %
+7.84%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
21
Increased
59
Reduced
58
Closed
9
Calls
$1.12M
Puts
$1.01M
Net Calls
+$110K
Net Calls Change
-$622K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$31K +$19.4K +297 +131%
FQ
152
First Quadrant
California
$24K
FMT
153
First Mercantile Trust
Tennessee
$18K
WAM
154
Wealthspire Advisors (Maryland)
Maryland
$18K +$20K +305 New
LIA
155
LS Investment Advisors
Michigan
$9K +$9.5K +145 New
BlackRock
156
BlackRock
New York
$7K -$24.6K -375 -76%
ASN
157
Advisory Services Network
Georgia
$6K
CG
158
Cutler Group
California
$6K +$7.47K +114 New
TRCT
159
Tower Research Capital (TRC)
New York
$3K -$19.7K -301 -86%
MFS
160
MSI Financial Services
Massachusetts
$3K +$3.67K +56 New
EFSCE
161
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$1K
CFG
163
Citizens Financial Group
Rhode Island
$1K +$917 +14 New
VCM
164
Versant Capital Management
Arizona
$1K +$2.1K +32 New
Manulife (Manufacturers Life Insurance)
165
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114 -$12.8K -195 -9%
ARC
166
Absolute Return Capital
Massachusetts
-$2.21M -34,234 Closed
ZCM
167
Zebra Capital Management
Connecticut
-$1.41M -21,742 Closed
SG Americas Securities
168
SG Americas Securities
New York
-$211K -3,266 Closed
BIM
169
Bridgecreek Investment Management
Oklahoma
-$210K -3,249 Closed
AB
170
Amalgamated Bank
New York
-$207K -3,198 Closed
OC
171
Oppenheimer & Co
New York
-$207K -3,190 Closed
HIM
172
Hillsdale Investment Management
Ontario, Canada
-$91K -1,400 Closed
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
-$6K -88 Closed
ZB
174
Zions Bancorporation
Utah
-$1K -13 Closed

BOKF Hedge Fund Activity: Q4 2015 in Review

165 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2015, worth a combined $1.46B — down 13% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BOKF positions and 9 closed out — a net gain of 12 holders — while 59 added to existing stakes and 58 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $11.7M. The largest seller was George Kaiser Family Foundation, cutting an estimated $76.2M.

  • 165 institutional investors held BOK Financial (BOKF) as of Q4 2015, up from 153 in Q3 2015.
  • Funds reported $1.46B of BOK Financial stock for Q4 2015, down 13% quarter-over-quarter.
  • 21 funds opened new BOK Financial positions in Q4 2015 and 9 closed out, a net change of +12 holders.
  • The largest BOK Financial buyer in Q4 2015 was Aristotle Capital Management, an estimated $11.7M added.
  • The largest BOK Financial seller in Q4 2015 was George Kaiser Family Foundation, an estimated $76.2M sold.

Based on aggregated 13F filings for Q4 2015.