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BOK Financial

149 hedge funds and large institutions have $1.38B invested in BOK Financial in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 46

5% more capital invested

Capital invested by funds: $1.3B → $1.38B (+$71.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 151149 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
59
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$317M
CWAM
2
Columbia Wanger Asset Management
Illinois
$173M -$10.6M -168,000 -6%
Capital World Investors
3
Capital World Investors
California
$128M
Neuberger Berman Group
4
Neuberger Berman Group
New York
$121M +$10.5M +165,480 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$79M +$2.89M +45,694 +4%
State Street
6
State Street
Massachusetts
$47M +$8.15M +128,942 +22%
BIT
7
BlackRock Institutional Trust
California
$46.5M -$4.64M -73,292 -9%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$39.4M -$8.14M -128,756 -18%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$37.8M +$3.23M +51,099 +10%
RA
10
Royce & Associates
New York
$36.9M
Jennison Associates
11
Jennison Associates
New York
$21.6M -$18.9M -299,537 -48%
RP
12
Reinhart Partners
Wisconsin
$20.1M +$4.17M +65,906 +28%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$18.5M +$895K +14,153 +5%
BFA
14
BlackRock Fund Advisors
California
$15.8M -$268K -4,231 -2%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$14M -$1.43M -22,625 -10%
Norges Bank
16
Norges Bank
Norway
$13.6M
AC
17
Avenir Corporation
Virginia
$10.7M -$49K -775 -0.5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$10.5M -$243K -3,843 -2%
BF
19
BOK Financial
Oklahoma
$10.1M +$275K +4,355 +3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$10.1M +$1.31M +20,693 +16%
BCM
21
Basswood Capital Management
New York
$9.52M +$9.07M +143,477 New
Allianz Asset Management
22
Allianz Asset Management
Germany
$9.49M +$8.46M +133,815 +1,439%
Goldman Sachs
23
Goldman Sachs
New York
$9.18M +$2.04M +32,279 +30%
RFC
24
Russell Frank Company
Washington
$8.81M +$2.45M +38,807 +40%
BTW
25
Boston Trust Walden
Massachusetts
$8.64M +$1.78M +28,224 +28%

BOKF Hedge Fund Activity: Q4 2013 in Review

149 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2013, worth a combined $1.38B — up 5.4% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BOKF and 11 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 59 added.

The largest buyer was Neuberger Berman Group, adding an estimated $10.5M. The largest seller was Jennison Associates, cutting an estimated $18.9M.

  • 149 institutional investors held BOK Financial (BOKF) as of Q4 2013, down from 151 in Q3 2013.
  • Funds reported $1.38B of BOK Financial stock for Q4 2013, up 5.4% quarter-over-quarter.
  • 11 funds opened new BOK Financial positions in Q4 2013 and 13 closed out, a net change of -2 holders.
  • The largest BOK Financial buyer in Q4 2013 was Neuberger Berman Group, an estimated $10.5M added.
  • The largest BOK Financial seller in Q4 2013 was Jennison Associates, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2013.