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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
FHA
176
First Horizon Advisors
Tennessee
$21K -$6.28K -62 -21%
GT
177
Glenmede Trust
Pennsylvania
$17K
TRCT
178
Tower Research Capital (TRC)
New York
$7K +$7.4K +73 New
MPPLM
179
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6K
S
180
SignatureFD
Georgia
$6K +$1.93K +19 +41%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$5.17K
FPFS
182
First Personal Financial Services
North Carolina
$5K
PMFA
183
Plante Moran Financial Advisors
Michigan
$5K +$5.17K +51 New
LFA
184
Legacy Financial Advisors
Kentucky
$3K
VCM
185
Versant Capital Management
Arizona
$3K
ASN
186
Advisory Services Network
Georgia
$2K -$8.82K -87 -78%
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
WAM
188
Wealthspire Advisors (Maryland)
Maryland
$2K
PCG
189
Private Capital Group
Connecticut
$1K
PIA
190
Piedmont Investment Advisors
North Carolina
$1K +$1.01K +10 New
GC
191
Gillson Capital
Illinois
-$9.33M -94,215 Closed
ACL
192
Azora Capital LP
Florida
-$6.03M -60,900 Closed
WI
193
WBI Investments
New Jersey
-$2.87M -28,950 Closed
FHAM
194
Folger Hill Asset Management
New York
-$1.2M -12,100 Closed
RBA
195
Richard Bernstein Advisors
New York
-$867K -8,757 Closed
Squarepoint
196
Squarepoint
New York
-$813K -8,213 Closed
QSS
197
Quantitative Systematic Strategies
Florida
-$491K -4,965 Closed
TSS
198
Two Sigma Securities
New York
-$254K -2,570 Closed
PM
199
Parametrica Management
Hong Kong
-$230K -2,328 Closed
HighTower Advisors
200
HighTower Advisors
Illinois
-$213K -2,119 Closed

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.