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BOK Financial

155 hedge funds and large institutions have $1.58B invested in BOK Financial in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 58 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more capital invested

Capital invested by funds: $1.51B → $1.58B (+$70.3M)

0% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $5.29M

8% less funds holding

Funds holding: 169155 (-14)

12% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 58

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
155
Holders Change
-14
Holders Change %
-8.28%
% of All Funds
4.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
21
Increased
51
Reduced
58
Closed
34
Calls
$5.3M
Puts
$5.29M
Net Calls
+$15K
Net Calls Change
-$543K
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$428M
CWAM
2
Columbia Wanger Asset Management
Illinois
$129M +$14.1M +241,000 +13%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$101M -$4.29M -73,597 -4%
NI
4
Nuance Investments
Missouri
$85.9M +$14.8M +253,694 +22%
American Century Companies
5
American Century Companies
Missouri
$84.5M +$5.78M +99,136 +8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$84M +$3.39M +58,113 +4%
State Street
7
State Street
Massachusetts
$45.1M -$5.12M -87,676 -11%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$41.2M -$1.3M -22,335 -3%
BIT
9
BlackRock Institutional Trust
California
$37.1M +$4.25M +72,890 +14%
AR
10
Advisory Research
Illinois
$33.2M +$31.6M +542,194 New
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$32.1M +$20.4M +348,890 +198%
RP
12
Reinhart Partners
Wisconsin
$31.9M +$465K +7,961 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$29.4M +$7.07M +121,225 +34%
RA
14
Royce & Associates
New York
$28.7M -$718K -12,300 -3%
Jennison Associates
15
Jennison Associates
New York
$26.5M -$469K -8,040 -2%
Aristotle Capital Management
16
Aristotle Capital Management
California
$22.2M +$21.1M +361,957 New
BFA
17
BlackRock Fund Advisors
California
$16M -$282K -4,827 -2%
Norges Bank
18
Norges Bank
Norway
$12.9M -$605K -10,374 -5%
Allianz Asset Management
19
Allianz Asset Management
Germany
$12.4M +$4.31M +73,800 +58%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$12M -$5.54M -95,000 -32%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$11.8M -$334K -5,730 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$10.5M +$611K +10,471 +6%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$10.1M +$164K +2,813 +2%
AI
24
Analytic Investors
California
$9.78M -$6.2M -106,336 -40%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$9.78M +$1.52K +26 +0%

BOKF Hedge Fund Activity: Q1 2015 in Review

155 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2015, worth a combined $1.58B — up 4.7% from $1.51B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of BOKF and 21 opened new positions — a net loss of 13 holders — while 58 trimmed existing stakes and 51 added.

The largest buyer was Advisory Research, opening a new position worth an estimated $31.6M. The largest seller was Millennium Management, exiting entirely with an estimated $11.6M sold.

  • 155 institutional investors held BOK Financial (BOKF) as of Q1 2015, down from 169 in Q4 2014.
  • Funds reported $1.58B of BOK Financial stock for Q1 2015, up 4.7% quarter-over-quarter.
  • 21 funds opened new BOK Financial positions in Q1 2015 and 34 closed out, a net change of -13 holders.
  • The largest BOK Financial buyer in Q1 2015 was Advisory Research, an estimated $31.6M added.
  • The largest BOK Financial seller in Q1 2015 was Millennium Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2015.