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BOK Financial

151 hedge funds and large institutions have $1.3B invested in BOK Financial in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

3% more funds holding

Funds holding: 147151 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.35B → $1.3B (-$42.6M)

Holders
151
Holders Change
+4
Holders Change %
+2.72%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
60
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$303M
CWAM
2
Columbia Wanger Asset Management
Illinois
$176M
Capital World Investors
3
Capital World Investors
California
$122M
Neuberger Berman Group
4
Neuberger Berman Group
New York
$105M +$2.72M +41,284 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$72.5M -$2.22M -33,655 -3%
BIT
6
BlackRock Institutional Trust
California
$49M -$1.69M -25,727 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$45.8M -$2.04M -30,982 -4%
Jennison Associates
8
Jennison Associates
New York
$39.6M -$1.81M -27,536 -4%
State Street
9
State Street
Massachusetts
$36.7M +$3.66M +55,524 +11%
RA
10
Royce & Associates
New York
$35.2M
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$32.9M +$7M +106,271 +26%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$16.8M +$1.3M +19,681 +8%
BFA
13
BlackRock Fund Advisors
California
$15.4M -$277K -4,205 -2%
RP
14
Reinhart Partners
Wisconsin
$15M +$589K +8,935 +4%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$14.8M +$493K +7,485 +3%
Norges Bank
16
Norges Bank
Norway
$13M +$1.02M +15,492 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.3M -$644K -9,773 -6%
AC
18
Avenir Corporation
Virginia
$10.3M -$10.2K -155 -0.1%
BF
19
BOK Financial
Oklahoma
$9.41M -$732K -11,118 -7%
First Trust Advisors
20
First Trust Advisors
Illinois
$8.37M +$1.5M +22,793 +21%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$8.34M -$561K -8,522 -6%
Renaissance Technologies
22
Renaissance Technologies
New York
$7.75M -$296K -4,496 -4%
Goldman Sachs
23
Goldman Sachs
New York
$6.73M +$2.2M +33,427 +46%
AL
24
AJO LP
Pennsylvania
$6.55M +$6.81M +103,400 New
BTW
25
Boston Trust Walden
Massachusetts
$6.47M +$211K +3,201 +3%

BOKF Hedge Fund Activity: Q3 2013 in Review

151 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2013, worth a combined $1.3B — down 3.2% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BOKF positions and 15 closed out — a net gain of 5 holders — while 60 added to existing stakes and 42 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $7M. The largest seller was Deutsche Bank, cutting an estimated $13.6M.

  • 151 institutional investors held BOK Financial (BOKF) as of Q3 2013, up from 147 in Q2 2013.
  • Funds reported $1.3B of BOK Financial stock for Q3 2013, down 3.2% quarter-over-quarter.
  • 20 funds opened new BOK Financial positions in Q3 2013 and 15 closed out, a net change of +5 holders.
  • The largest BOK Financial buyer in Q3 2013 was Lord, Abbett & Co, an estimated $7M added.
  • The largest BOK Financial seller in Q3 2013 was Deutsche Bank, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2013.