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BOK Financial

192 hedge funds and large institutions have $2.1B invested in BOK Financial in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 14

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

16% more funds holding

Funds holding: 166192 (+26)

0.01% more ownership

Funds ownership: 33.82%33.83% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $2.19B → $2.1B (-$93M)

21% less call options, than puts

Call options by funds: $4.3M | Put options by funds: $5.45M

Holders
192
Holders Change
+26
Holders Change %
+15.66%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
42
Increased
65
Reduced
56
Closed
14
Calls
$4.3M
Puts
$5.45M
Net Calls
-$1.15M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$127K
KC
152
KHP Capital
Oklahoma
$127K +$64.7K +638 +90%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$120K +$2.94K +29 +2%
JP Morgan Chase
154
JP Morgan Chase
New York
$110K -$144K -1,418 -55%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$108K
NIT
156
NumerixS Investment Technologies
British Columbia, Canada
$104K +$111K +1,100 New
KCPG
157
Kavar Capital Partners Group
Kansas
$94K
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$90K +$1.52K +15 +2%
AG
159
Advisor Group
Arizona
$81K -$2.94K -29 -3%
Simplex Trading
160
Simplex Trading
Illinois
$81K +$33.6K +332 +63%
UBS Group
161
UBS Group
Switzerland
$75K -$901K -8,893 -92%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$73K
MLICM
163
Metropolitan Life Insurance Company (MetLife)
New York
$65.5K -$2.53K -25 -3%
MIFH
164
Migdal Insurance & Financial Holdings
Israel
$58K +$34.2K +337 +120%
WPW
165
Winthrop Partners - WNY
New York
$49.4K -$253K -2,495 -83%
HNB
166
Huntington National Bank
Ohio
$46K -$8.21K -81 -14%
AIG
167
American International Group
New York
$45K -$3.95K -39 -7%
FMT
168
First Mercantile Trust
Tennessee
$42K +$45.6K +450 New
CG
169
Cutler Group
California
$42K +$45.7K +451 New
PA
170
Parallel Advisors
California
$34K
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$34K +$37.1K +366 New
PCP
172
Proficio Capital Partners
Massachusetts
$33K
SMFS
173
Squar Milner Financial Services
California
$29K +$31K +306 New
Walleye Trading
174
Walleye Trading
New York
$26K -$1.15M -11,369 -98%
IWP
175
Icon Wealth Partners
Texas
$26K +$27.7K +273 New

BOKF Hedge Fund Activity: Q2 2018 in Review

192 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2018, worth a combined $2.1B — down 4.2% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new BOKF positions and 14 closed out — a net gain of 28 holders — while 65 added to existing stakes and 56 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $45.1M. The largest seller was Fidelity Investments, cutting an estimated $77.9M.

  • 192 institutional investors held BOK Financial (BOKF) as of Q2 2018, up from 166 in Q1 2018.
  • Funds reported $2.1B of BOK Financial stock for Q2 2018, down 4.2% quarter-over-quarter.
  • 42 funds opened new BOK Financial positions in Q2 2018 and 14 closed out, a net change of +28 holders.
  • The largest BOK Financial buyer in Q2 2018 was Citadel Advisors, an estimated $45.1M added.
  • The largest BOK Financial seller in Q2 2018 was Fidelity Investments, an estimated $77.9M sold.

Based on aggregated 13F filings for Q2 2018.