BOK Financial
BOKF
166 hedge funds and large institutions have $2.19B invested in BOK Financial in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
8% more capital invested
Capital invested by funds: $2.02B → $2.19B (+$167M)
4% more funds holding
Funds holding: 159 → 166 (+7)
9% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 53
8% more call options, than puts
Call options by funds: $2.76M | Put options by funds: $2.57M
0.31% more ownership
Funds ownership: 33.51% → 33.82% (+0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.1M |
| 2 |
State Street
Boston,
Massachusetts
|
+$20.8M |
| 3 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
+$18.4M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
+$8.93M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$8.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$16.3M |
| 2 |
O
OppenheimerFunds
New York
|
-$13.8M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$10.9M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$10.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$7.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
176
Delpha Capital Management
New York
| – | -$7K | -73 | Closed |
|
|
RWA
177
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$2K | -19 | Closed |
|
|
MCM
178
Maltese Capital Management
New York
| – | -$1K | -11 | Closed |
|
179
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -11 | Closed |
|
BOKF Hedge Fund Activity: Q1 2018 in Review
166 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2018, worth a combined $2.19B — up 8.3% from $2.02B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BOKF positions and 15 closed out — a net gain of 10 holders — while 58 added to existing stakes and 53 trimmed.
The largest buyer was Ameriprise, adding an estimated $24.1M. The largest seller was Diamond Hill Capital Management, cutting an estimated $16.3M.
- 166 institutional investors held BOK Financial (BOKF) as of Q1 2018, up from 159 in Q4 2017.
- Funds reported $2.19B of BOK Financial stock for Q1 2018, up 8.3% quarter-over-quarter.
- 25 funds opened new BOK Financial positions in Q1 2018 and 15 closed out, a net change of +10 holders.
- The largest BOK Financial buyer in Q1 2018 was Ameriprise, an estimated $24.1M added.
- The largest BOK Financial seller in Q1 2018 was Diamond Hill Capital Management, an estimated $16.3M sold.
Based on aggregated 13F filings for Q1 2018.