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BOK Financial
BOKF

169 hedge funds and large institutions have $1.51B invested in BOK Financial in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

48% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.17M

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

7% more funds holding

Funds holding: 158 → 169 (+11)

4% more capital invested

Capital invested by funds: $1.45B → $1.51B (+$53.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
169
Holders Change
+11
Holders Change %
+6.96%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
65
Reduced
45
Closed
15
Calls
$1.72M
Puts
$1.17M
Net Calls
+$558K
Net Calls Change
+$2.43M

Top Buyers

1
GKFF
George Kaiser Family Foundation
Oklahoma
+$143M
2
NI
Nuance Investments
Missouri
+$37.7M
3
American Century Companies
American Century Companies
Missouri
+$19.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$19M
5
AI
Analytic Investors
California
+$14.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$117M
2
PIM
Perkins Investment Management
Illinois
-$13.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$12.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.31M
5
Goldman Sachs
Goldman Sachs
New York
-$5.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$420M +$143M +2,214,000 +46%
CWAM
2
Columbia Wanger Asset Management
Illinois
$112M -$691K -10,700 -0.6%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$103M -$6.31M -97,686 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$78.9M -$397K -6,150 -0.5%
American Century Companies
5
American Century Companies
Missouri
$76.9M +$19.7M +305,038 +31%
NI
6
Nuance Investments
Missouri
$69M +$37.7M +582,862 +103%
State Street
7
State Street
Massachusetts
$49.5M +$10.3M +160,086 +24%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$41.7M +$4.06M +62,815 +10%
BIT
9
BlackRock Institutional Trust
California
$32M -$914K -14,143 -3%
RP
10
Reinhart Partners
Wisconsin
$30.8M -$1.06M -16,447 -3%
RA
11
Royce & Associates
New York
$28.9M +$1.62M +25,000 +5%
Jennison Associates
12
Jennison Associates
New York
$26.4M +$60.3K +933 +0.2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$21.5M +$3.24M +50,194 +16%
PIM
14
Perkins Investment Management
Illinois
$18.5M -$13.1M -203,353 -40%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$17.7M +$19M +294,000 New
BFA
16
BlackRock Fund Advisors
California
$16M +$1.66M +25,635 +11%
AI
17
Analytic Investors
California
$16M +$14.8M +229,633 +631%
Norges Bank
18
Norges Bank
Norway
$13.3M +$988K +15,300 +7%
First Trust Advisors
19
First Trust Advisors
Illinois
$12.9M +$2.58M +40,014 +23%
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$11.9M -$177K -2,740 -1%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$11.7M +$12.6M +195,317 New
Millennium Management
22
Millennium Management
New York
$11.6M +$12.2M +188,601 +4,917%
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$10.6M +$11.4M +176,240 New
Renaissance Technologies
24
Renaissance Technologies
New York
$9.91M +$10.7M +165,142 New
HCM
25
Highbridge Capital Management
New York
$9.89M +$10.3M +159,654 +3,180%
1
2 3 4 5

BOKF Hedge Fund Activity: Q4 2014 in Review

169 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2014, worth a combined $1.51B — up 3.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BOKF positions and 15 closed out — a net gain of 13 holders — while 65 added to existing stakes and 45 trimmed.

The largest buyer was George Kaiser Family Foundation, adding an estimated $143M. The largest seller was Capital World Investors, cutting an estimated $117M.

  • 169 institutional investors held BOK Financial (BOKF) as of Q4 2014, up from 158 in Q3 2014.
  • Funds reported $1.51B of BOK Financial stock for Q4 2014, up 3.7% quarter-over-quarter.
  • 28 funds opened new BOK Financial positions in Q4 2014 and 15 closed out, a net change of +13 holders.
  • The largest BOK Financial buyer in Q4 2014 was George Kaiser Family Foundation, an estimated $143M added.
  • The largest BOK Financial seller in Q4 2014 was Capital World Investors, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2014.