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BOK Financial

154 hedge funds and large institutions have $1.82B invested in BOK Financial in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $1.01M

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

33.17% more ownership

Funds ownership: 0%33.17% (+33%)

10% more capital invested

Capital invested by funds: $1.65B → $1.82B (+$162M)

8% more funds holding

Funds holding: 143154 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 54

Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
3.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
49
Reduced
54
Closed
17
Calls
$5.99M
Puts
$1.01M
Net Calls
+$4.99M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$278M -$190M -2,474,728 -42%
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M +$5.12M +66,613 +3%
Aristotle Capital Management
3
Aristotle Capital Management
California
$148M -$1.67M -21,708 -1%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$143M +$25.9M +337,369 +24%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$125M
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$83.1M +$525K +6,839 +0.7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$80.6M -$906K -11,797 -1%
KAM
8
Keeley Asset Management
Illinois
$55.8M -$6.74M -87,700 -12%
State Street
9
State Street
Massachusetts
$51.9M +$6.31M +82,084 +15%
BIT
10
BlackRock Institutional Trust
California
$51.8M +$1.7M +22,168 +4%
CWAM
11
Columbia Wanger Asset Management
Illinois
$47.9M -$5.29M -68,794 -11%
NI
12
Nuance Investments
Missouri
$45.7M -$41.2M -535,861 -49%
RA
13
Royce & Associates
New York
$33.3M -$983K -12,800 -3%
EAM
14
Edge Asset Management
Washington
$32.6M +$683K +8,892 +2%
Goldman Sachs
15
Goldman Sachs
New York
$31M +$10.1M +132,088 +55%
Wells Fargo
16
Wells Fargo
California
$25.1M +$16.6M +215,873 +249%
BFA
17
BlackRock Fund Advisors
California
$25.1M +$2.33M +30,348 +11%
Invesco
18
Invesco
Georgia
$24.1M +$1M +13,044 +5%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.8M +$19.1M +248,956 +12,994%
AI
20
Ariel Investments
Illinois
$20.2M -$562K -7,309 -3%
RP
21
Reinhart Partners
Wisconsin
$19.1M -$1.05M -13,679 -6%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$18.2M -$575K -7,480 -3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$17.8M +$1.61M +20,948 +11%
Norges Bank
24
Norges Bank
Norway
$17.7M
Principal Financial Group
25
Principal Financial Group
Iowa
$17.5M -$1.7M -22,096 -9%

BOKF Hedge Fund Activity: Q4 2016 in Review

154 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2016, worth a combined $1.82B — up 9.8% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BOKF positions and 17 closed out — a net gain of 14 holders — while 49 added to existing stakes and 54 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $25.9M. The largest seller was George Kaiser Family Foundation, cutting an estimated $190M.

  • 154 institutional investors held BOK Financial (BOKF) as of Q4 2016, up from 143 in Q3 2016.
  • Funds reported $1.82B of BOK Financial stock for Q4 2016, up 9.8% quarter-over-quarter.
  • 31 funds opened new BOK Financial positions in Q4 2016 and 17 closed out, a net change of +14 holders.
  • The largest BOK Financial buyer in Q4 2016 was Neuberger Berman Group, an estimated $25.9M added.
  • The largest BOK Financial seller in Q4 2016 was George Kaiser Family Foundation, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2016.