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BOK Financial

158 hedge funds and large institutions have $1.45B invested in BOK Financial in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 145158 (+13)

1% less capital invested

Capital invested by funds: $1.47B → $1.45B (-$18.9M)

19% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 59

58% less call options, than puts

Call options by funds: $1.33M | Put options by funds: $3.2M

Holders
158
Holders Change
+13
Holders Change %
+8.97%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
18
Increased
48
Reduced
59
Closed
5
Calls
$1.33M
Puts
$3.2M
Net Calls
-$1.87M
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$317M
Capital World Investors
2
Capital World Investors
California
$128M
CWAM
3
Columbia Wanger Asset Management
Illinois
$125M -$14M -210,000 -10%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$121M -$5.71M -85,567 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$87.7M +$2.26M +33,810 +3%
American Century Companies
6
American Century Companies
Missouri
$64.9M -$1.74M -26,124 -3%
State Street
7
State Street
Massachusetts
$44.2M -$13.9M -208,498 -24%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$42M -$479K -7,178 -1%
NI
9
Nuance Investments
Missouri
$37.7M +$22.7M +340,548 +151%
BIT
10
BlackRock Institutional Trust
California
$36.4M -$1.16M -17,362 -3%
RP
11
Reinhart Partners
Wisconsin
$35.2M +$1.22M +18,296 +4%
PIM
12
Perkins Investment Management
Illinois
$34M +$919K +13,770 +3%
RA
13
Royce & Associates
New York
$30.3M
Jennison Associates
14
Jennison Associates
New York
$29.2M +$9.62M +144,225 +49%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$20.5M +$566K +8,484 +3%
BFA
16
BlackRock Fund Advisors
California
$16M +$246K +3,681 +2%
Norges Bank
17
Norges Bank
Norway
$13.7M -$13.7M -205,804 -50%
Luther King Capital Management (LKCM)
18
Luther King Capital Management (LKCM)
Texas
$13.4M -$66.1K -990 -0.5%
ACH
19
ArrowMark Colorado Holdings
Colorado
$12.5M +$334K +5,000 +3%
First Trust Advisors
20
First Trust Advisors
Illinois
$11.7M +$966K +14,483 +9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$11.1M +$228K +3,420 +2%
AC
22
Avenir Corporation
Virginia
$10.6M -$10K -150 -0.1%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$10.4M +$344K +5,149 +3%
BTW
24
Boston Trust Walden
Massachusetts
$10.2M -$21K -314 -0.2%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$9.79M +$3.03M +45,380 +45%

BOKF Hedge Fund Activity: Q3 2014 in Review

158 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2014, worth a combined $1.45B — down 1.3% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BOKF positions and 5 closed out — a net gain of 13 holders — while 48 added to existing stakes and 59 trimmed.

The largest buyer was Nuance Investments, adding an estimated $22.7M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $14M.

  • 158 institutional investors held BOK Financial (BOKF) as of Q3 2014, up from 145 in Q2 2014.
  • Funds reported $1.45B of BOK Financial stock for Q3 2014, down 1.3% quarter-over-quarter.
  • 18 funds opened new BOK Financial positions in Q3 2014 and 5 closed out, a net change of +13 holders.
  • The largest BOK Financial buyer in Q3 2014 was Nuance Investments, an estimated $22.7M added.
  • The largest BOK Financial seller in Q3 2014 was Columbia Wanger Asset Management, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2014.