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BOK Financial

190 hedge funds and large institutions have $2.58B invested in BOK Financial in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $2.27B → $2.58B (+$307M)

1.31% more ownership

Funds ownership: 40.32%41.64% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

1% less funds holding

Funds holding: 191190 (-1)

20% less call options, than puts

Call options by funds: $9.63M | Put options by funds: $12M

21% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 71

Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
56
Reduced
71
Closed
21
Calls
$9.63M
Puts
$12M
Net Calls
-$2.35M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
151
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$60K +$56.4K +692 New
EIP
152
Ellis Investment Partners
Pennsylvania
$55K
Walleye Trading
153
Walleye Trading
New York
$55K +$51.5K +632 New
SMFS
154
Squar Milner Financial Services
California
$49K +$45.7K +561 New
ACM
155
Allred Capital Management
Texas
$46.3K +$43.2K +530 New
AIG
156
American International Group
New York
$44K -$1.39K -17 -3%
NFG
157
Next Financial Group
Texas
$39K
HNB
158
Huntington National Bank
Ohio
$35K -$4.24K -52 -11%
Toronto Dominion Bank
159
Toronto Dominion Bank
Ontario, Canada
$31K -$3.5K -43 -11%
PA
160
Parallel Advisors
California
$30K +$978 +12 +4%
FHA
161
First Horizon Advisors
Tennessee
$26K
Twin Tree Management
162
Twin Tree Management
Texas
$20K +$18.7K +230 New
CIA
163
CSat Investment Advisory
Michigan
$18K +$2.77K +34 +20%
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$17K -$6.4M -78,575 -100%
Asset Management One
165
Asset Management One
Japan
$17K
GT
166
Glenmede Trust
Pennsylvania
$16K
BCA
167
Berman Capital Advisors
Georgia
$11K
POIA
168
Pin Oak Investment Advisors
Texas
$11K
PCIA
169
Prime Capital Investment Advisors
Kansas
$9K
JP Morgan Chase
170
JP Morgan Chase
New York
$7K +$2.69K +33 +79%
OPS
171
Orion Portfolio Solutions
Nebraska
$6K +$5.46K +67 New
PA
172
Procyon Advisors
Connecticut
$6K +$5.79K +71 New
MAM
173
Meeder Asset Management
Ohio
$5K
SFS
174
Sowell Financial Services
Arkansas
$4K +$1.14K +14 +47%
WT
175
Whittier Trust
California
$3K

BOKF Hedge Fund Activity: Q4 2019 in Review

190 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2019, worth a combined $2.58B — up 14% from $2.27B a quarter earlier.

Fund positioning in BOKF was balanced in Q4 2019: 21 funds opened new positions, 21 closed out, 56 added to existing stakes and 71 trimmed.

The largest buyer was CIBC World Market, adding an estimated $40.7M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $9.5M sold.

  • 190 institutional investors held BOK Financial (BOKF) as of Q4 2019, down from 191 in Q3 2019.
  • Funds reported $2.58B of BOK Financial stock for Q4 2019, up 14% quarter-over-quarter.
  • 21 funds opened new BOK Financial positions in Q4 2019 and 21 closed out, a net change of 0 holders.
  • The largest BOK Financial buyer in Q4 2019 was CIBC World Market, an estimated $40.7M added.
  • The largest BOK Financial seller in Q4 2019 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $9.5M sold.

Based on aggregated 13F filings for Q4 2019.