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BOK Financial
BOKF

145 hedge funds and large institutions have $1.47B invested in BOK Financial in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

81% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 36

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 144 → 145 (+1)

1% less capital invested

Capital invested by funds: $1.49B → $1.47B (-$18.3M)

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
4.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
65
Reduced
36
Closed
12
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
-$2K

Top Buyers

1
NI
Nuance Investments
Missouri
+$14.8M
2
Norges Bank
Norges Bank
Norway
+$13.5M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$11.9M
4
RP
Reinhart Partners
Wisconsin
+$11.6M
5
American Century Companies
American Century Companies
Missouri
+$9.44M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$34M
2
RA
Royce & Associates
New York
-$6.54M
3
MCM
Maltese Capital Management
New York
-$4.14M
4
RFC
Russell Frank Company
Washington
-$2.9M
5
ACM
Apex Capital Management
Ohio
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$318M – – –
CWAM
2
Columbia Wanger Asset Management
Illinois
$139M -$34M -520,000 -20%
Capital World Investors
3
Capital World Investors
California
$129M – – –
Neuberger Berman Group
4
Neuberger Berman Group
New York
$127M -$99.2K -1,516 -0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$85.7M +$2.79M +42,640 +3%
American Century Companies
6
American Century Companies
Missouri
$66.8M +$9.44M +144,371 +17%
State Street
7
State Street
Massachusetts
$58.2M +$3.09M +47,268 +6%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$42.6M +$2.16M +33,083 +5%
BIT
9
BlackRock Institutional Trust
California
$37.6M -$2.56M -39,176 -6%
RP
10
Reinhart Partners
Wisconsin
$34M +$11.6M +177,240 +53%
PIM
11
Perkins Investment Management
Illinois
$33.1M +$3.63M +55,448 +13%
RA
12
Royce & Associates
New York
$30.4M -$6.54M -100,000 -18%
Norges Bank
13
Norges Bank
Norway
$27.4M +$13.5M +205,804 +100%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$20M +$412K +6,303 +2%
Jennison Associates
15
Jennison Associates
New York
$19.7M -$1.6M -24,523 -8%
BFA
16
BlackRock Fund Advisors
California
$15.8M +$776K +11,861 +5%
NI
17
Nuance Investments
Missouri
$15.1M +$14.8M +225,992 New
Luther King Capital Management (LKCM)
18
Luther King Capital Management (LKCM)
Texas
$13.4M -$110K -1,680 -0.8%
ACH
19
ArrowMark Colorado Holdings
Colorado
$12.2M +$11.9M +182,654 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$10.9M +$251K +3,835 +2%
First Trust Advisors
21
First Trust Advisors
Illinois
$10.7M +$690K +10,547 +7%
AC
22
Avenir Corporation
Virginia
$10.6M -$98.6K -1,508 -0.9%
Goldman Sachs
23
Goldman Sachs
New York
$10.3M +$919K +14,048 +10%
BTW
24
Boston Trust Walden
Massachusetts
$10.2M +$1.27M +19,445 +15%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$10.1M -$1.23M -18,815 -11%
1
2 3 4 5

BOKF Hedge Fund Activity: Q2 2014 in Review

145 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2014, worth a combined $1.47B — down 1.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BOKF positions and 12 closed out — a net gain of 1 holder — while 65 added to existing stakes and 36 trimmed.

The largest buyer was Nuance Investments, opening a new position worth an estimated $14.8M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $34M.

  • 145 institutional investors held BOK Financial (BOKF) as of Q2 2014, up from 144 in Q1 2014.
  • Funds reported $1.47B of BOK Financial stock for Q2 2014, down 1.2% quarter-over-quarter.
  • 13 funds opened new BOK Financial positions in Q2 2014 and 12 closed out, a net change of +1 holder.
  • The largest BOK Financial buyer in Q2 2014 was Nuance Investments, an estimated $14.8M added.
  • The largest BOK Financial seller in Q2 2014 was Columbia Wanger Asset Management, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2014.