BOK Financial
BOKF
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.
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: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
1% less funds holding
Funds holding: 191 → 190 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$40.7M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$35.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.5M |
| 4 |
GKFF
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
+$10.7M |
| 5 |
Bank of New York Mellon
New York
|
+$6.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$9.5M |
| 2 |
Renaissance Technologies
New York
|
-$8.95M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$6.4M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.02M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PRC
201
Pearl River Capital
Niles,
Michigan
| – | -$5K | -58 | Closed |
|
|
TWA
202
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -33 | Closed |
|
|
SCA
203
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$2K | -26 | Closed |
|
|
AIC
204
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$2K | -21 | Closed |
|
205
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -9 | Closed |
|
|
GWS
206
Glassman Wealth Services
Vienna,
Virginia
| – | +$244 | +3 | New |
|
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.