BOK Financial
BOKF
155 hedge funds and large institutions have $1.58B invested in BOK Financial in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 58 reducing their positions, and 34 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5% more capital invested
Capital invested by funds: $1.51B → $1.58B (+$70.3M)
0% more call options, than puts
Call options by funds: $5.3M | Put options by funds: $5.29M
8% less funds holding
Funds holding: 169 → 155 (-14)
12% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 58
38% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$31.6M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$21.1M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$20.4M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$14.8M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$11.6M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$10.5M |
| 3 |
HCM
Highbridge Capital Management
New York
|
-$9.89M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$9.27M |
| 5 |
JP Morgan Chase
New York
|
-$8.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWA
176
Douglass Winthrop Advisors
New York
| – | -$402K | -6,698 | Closed |
|
177
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$369K | -6,082 | Closed |
|
|
VRS
178
Virginia Retirement Systems
Richmond,
Virginia
| – | -$348K | -5,800 | Closed |
|
|
QT
179
Quantbot Technologies
New York
| – | -$271K | -4,521 | Closed |
|
|
NAM
180
NorthCoast Asset Management
Greenwich,
Connecticut
| – | -$246K | -4,089 | Closed |
|
|
NV
181
Nair Vinay
| – | -$203K | -3,387 | Closed |
|
182
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| – | -$102K | -1,700 | Closed |
|
183
Walleye Trading
New York
| – | -$67K | -1,109 | Closed |
|
184
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$34K | -565 | Closed |
|
|
GT
185
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$9K | -155 | Closed |
|
|
PMFA
186
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$6K | -107 | Closed |
|
|
PHK
187
Point72 Hong Kong
Hong Kong
| – | -$5K | -78 | Closed |
|
|
S
188
SignatureFD
Atlanta,
Georgia
| – | -$2.86K | -49 | -89% |
|
189
Barclays
London,
United Kingdom
| – | -$58 | -1 | Closed |
|
BOKF Hedge Fund Activity: Q1 2015 in Review
155 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2015, worth a combined $1.58B — up 4.7% from $1.51B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of BOKF and 21 opened new positions — a net loss of 13 holders — while 58 trimmed existing stakes and 51 added.
The largest buyer was Advisory Research, opening a new position worth an estimated $31.6M. The largest seller was Millennium Management, exiting entirely with an estimated $11.6M sold.
- 155 institutional investors held BOK Financial (BOKF) as of Q1 2015, down from 169 in Q4 2014.
- Funds reported $1.58B of BOK Financial stock for Q1 2015, up 4.7% quarter-over-quarter.
- 21 funds opened new BOK Financial positions in Q1 2015 and 34 closed out, a net change of -13 holders.
- The largest BOK Financial buyer in Q1 2015 was Advisory Research, an estimated $31.6M added.
- The largest BOK Financial seller in Q1 2015 was Millennium Management, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2015.