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BOK Financial
BOKF

148 hedge funds and large institutions have $1.4B invested in BOK Financial in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

3% less call options, than puts

Call options by funds: $4.44M | Put options by funds: $4.57M

4% less capital invested

Capital invested by funds: $1.46B → $1.4B (-$55.4M)

10% less funds holding

Funds holding: 165 → 148 (-17)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
148
Holders Change
-17
Holders Change %
-10.3%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
24
Increased
53
Reduced
51
Closed
41
Calls
$4.44M
Puts
$4.57M
Net Calls
-$131K
Net Calls Change
-$241K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.5M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$42.4M
3
KAM
Keeley Asset Management
Illinois
+$37.1M
4
NI
Nuance Investments
Missouri
+$27.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$23.2M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$63.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$34M
3
Jennison Associates
Jennison Associates
New York
-$30.5M
4
AR
Advisory Research
Illinois
-$25.9M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
176
Airain Ltd
Guernsey
– -$254K -4,241 Closed
QC
177
Quadrature Capital
United Kingdom
– -$238K -3,976 Closed
JG
178
Jefferies Group
New York
– -$225K -3,757 Closed
Squarepoint
179
Squarepoint
New York
– -$221K -3,700 Closed
DP
180
Dearborn Partners
Illinois
– -$205K -3,437 Closed
ACI
181
AMP Capital Investors
Australia
– -$205K -3,400 Closed
IR
182
Invictus RG
Bermuda
– -$197K -3,295 Closed
KCPG
183
Kavar Capital Partners Group
Kansas
– -$59K -1,000 Closed
FQ
184
First Quadrant
California
– -$24K -400 Closed
FMT
185
First Mercantile Trust
Tennessee
– -$18K -300 Closed
LIA
186
LS Investment Advisors
Michigan
– -$9K -145 Closed
CG
187
Cutler Group
California
– -$5.95K -114 Closed
MFS
188
MSI Financial Services
Massachusetts
– -$3K -56 Closed
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -20 Closed
CFG
190
Citizens Financial Group
Rhode Island
– -$1K -14 Closed
4 5 6 7
8

BOKF Hedge Fund Activity: Q1 2016 in Review

148 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2016, worth a combined $1.4B — down 3.8% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of BOKF and 24 opened new positions — a net loss of 17 holders — while 51 trimmed existing stakes and 53 added.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $58.5M. The largest seller was American Century Companies, cutting an estimated $63.8M.

  • 148 institutional investors held BOK Financial (BOKF) as of Q1 2016, down from 165 in Q4 2015.
  • Funds reported $1.4B of BOK Financial stock for Q1 2016, down 3.8% quarter-over-quarter.
  • 24 funds opened new BOK Financial positions in Q1 2016 and 41 closed out, a net change of -17 holders.
  • The largest BOK Financial buyer in Q1 2016 was Fidelity Investments, an estimated $58.5M added.
  • The largest BOK Financial seller in Q1 2016 was American Century Companies, an estimated $63.8M sold.

Based on aggregated 13F filings for Q1 2016.