We are live on ! Find out more
BOKF icon

BOK Financial

153 hedge funds and large institutions have $1.68B invested in BOK Financial in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $2.25M

2% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 59

4% less capital invested

Capital invested by funds: $1.74B → $1.68B (-$62M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 155153 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
4.27%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
12
Increased
60
Reduced
59
Closed
13
Calls
$2.98M
Puts
$2.25M
Net Calls
+$732K
Net Calls Change
-$3.55M
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$452M
CWAM
2
Columbia Wanger Asset Management
Illinois
$119M -$3.21M -49,402 -3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$103M -$2.82M -43,442 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$92.8M +$1.74M +26,713 +2%
American Century Companies
5
American Century Companies
Missouri
$88.5M -$2.05M -31,577 -2%
NI
6
Nuance Investments
Missouri
$57M -$2.18M -33,583 -4%
Aristotle Capital Management
7
Aristotle Capital Management
California
$55.7M +$12.6M +193,633 +29%
State Street
8
State Street
Massachusetts
$51.7M -$3.38M -51,943 -6%
Allianz Asset Management
9
Allianz Asset Management
Germany
$44.8M +$32.9M +505,475 +272%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$43.8M +$9.82M +150,944 +29%
BIT
11
BlackRock Institutional Trust
California
$39.7M +$1.63M +25,121 +4%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$39.6M -$1.09M -16,741 -3%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$38.9M +$1.14M +17,583 +3%
RA
14
Royce & Associates
New York
$36.9M -$148K -2,270 -0.4%
Jennison Associates
15
Jennison Associates
New York
$35.9M +$6.91M +106,195 +24%
AR
16
Advisory Research
Illinois
$29.6M -$3.07M -47,230 -9%
RP
17
Reinhart Partners
Wisconsin
$24M -$1.76M -27,129 -7%
BFA
18
BlackRock Fund Advisors
California
$17.5M +$476K +7,321 +3%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$13.9M +$789K +12,141 +6%
Norges Bank
20
Norges Bank
Norway
$13.6M
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$13M +$606K +9,320 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$11.9M +$12.4K +190 +0.1%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$11.8M +$440K +6,774 +4%
AI
24
Analytic Investors
California
$11.7M +$2.62M +40,240 +29%
AC
25
Avenir Corporation
Virginia
$10M -$84.5K -1,300 -0.8%

BOKF Hedge Fund Activity: Q3 2015 in Review

153 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2015, worth a combined $1.68B — down 3.6% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BOKF and 12 opened new positions — a net loss of 1 holder — while 59 trimmed existing stakes and 60 added.

The largest buyer was Allianz Asset Management, adding an estimated $32.9M. The largest seller was Yost Capital Management, exiting entirely with an estimated $10.4M sold.

  • 153 institutional investors held BOK Financial (BOKF) as of Q3 2015, down from 155 in Q2 2015.
  • Funds reported $1.68B of BOK Financial stock for Q3 2015, down 3.6% quarter-over-quarter.
  • 12 funds opened new BOK Financial positions in Q3 2015 and 13 closed out, a net change of -1 holder.
  • The largest BOK Financial buyer in Q3 2015 was Allianz Asset Management, an estimated $32.9M added.
  • The largest BOK Financial seller in Q3 2015 was Yost Capital Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2015.