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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
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.18K +39 New
TRCT
177
Tower Research Capital (TRC)
New York
$2K -$4.24K -52 -70%
ASN
178
Advisory Services Network
Georgia
$2K
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
LWM
180
Liberty Wealth Management
California
$2K
TFO
181
Tarbox Family Office
California
$2K
BGIM
182
Brandywine Global Investment Management
Pennsylvania
$2K +$407 +5 +36%
WQ
183
Wealth Quarterback
New Jersey
$1.52K +$1.39K +17 New
CFA
184
Carroll Financial Associates
North Carolina
$1K
Caisse de Depot et Placement du Quebec (CDPQ)
185
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$9.5M -120,000 Closed
MCM
186
Maltese Capital Management
New York
-$2.63M -33,222 Closed
WCM
187
Weld Capital Management
New York
-$1.58M -19,936 Closed
Point72 Asset Management
188
Point72 Asset Management
Connecticut
-$1.01M -12,799 Closed
Marshall Wace
189
Marshall Wace
United Kingdom
-$510K -6,445 Closed
3C
190
361 Capital
Colorado
-$481K -6,082 Closed
DTL
191
Dynamic Technology Lab
Singapore
-$415K -5,242 Closed
D.E. Shaw & Co
192
D.E. Shaw & Co
New York
-$406K -4,980 Closed
PP
193
Pegasus Partners
Wisconsin
-$350K -4,420 Closed
MWNA
194
Marshall Wace North America
New York
-$291K -3,667 Closed
GCP
195
GSA Capital Partners
United Kingdom
-$270K -3,415 Closed
ECM
196
ExodusPoint Capital Management
New York
-$264K -3,335 Closed
CB
197
Commerce Bank
Missouri
-$260K -3,279 Closed
HF
198
HRT Financial
New York
-$248K -3,144 Closed
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
-$40K -510 Closed
PMFA
200
Plante Moran Financial Advisors
Michigan
-$5K -61 Closed

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.