We are live on ! Find out more
BOKF icon

BOK Financial

161 hedge funds and large institutions have $1.7B invested in BOK Financial in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

5% more funds holding

Funds holding: 154161 (+7)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

0.01% more ownership

Funds ownership: 33.17%33.18% (+0.01%)

6% less capital invested

Capital invested by funds: $1.82B → $1.7B (-$116M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

73% less call options, than puts

Call options by funds: $956K | Put options by funds: $3.48M

Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
58
Reduced
53
Closed
9
Calls
$956K
Puts
$3.48M
Net Calls
-$2.52M
Net Calls Change
-$7.51M
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$212M -$52.3M -641,324 -19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$190M +$27.5M +337,132 +16%
Aristotle Capital Management
3
Aristotle Capital Management
California
$147M +$8.41M +103,196 +6%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$142M +$7.16M +87,853 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$117M
BlackRock
6
BlackRock
New York
$80.4M +$83.1M +1,019,304 +12,405%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$78M -$306K -3,751 -0.4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$74.5M -$1.48M -18,190 -2%
State Street
9
State Street
Massachusetts
$50.5M +$1.6M +19,624 +3%
KTA
10
Keeley-Teton Advisors
Illinois
$47.3M +$49.3M +604,513 New
NI
11
Nuance Investments
Missouri
$39.4M -$3.81M -46,728 -8%
RA
12
Royce & Associates
New York
$32.4M +$1.13M +13,811 +3%
EAM
13
Edge Asset Management
Washington
$32.2M +$1.5M +18,437 +5%
Goldman Sachs
14
Goldman Sachs
New York
$28.1M -$1.19M -14,641 -4%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.6M +$8.3M +101,769 +41%
Norges Bank
16
Norges Bank
Norway
$21.9M +$5.39M +66,068 +31%
Wells Fargo
17
Wells Fargo
California
$21.1M -$2.71M -33,229 -11%
CWAM
18
Columbia Wanger Asset Management
Illinois
$20.9M -$25.3M -310,927 -54%
AI
19
Ariel Investments
Illinois
$18.7M -$297K -3,641 -1%
RP
20
Reinhart Partners
Wisconsin
$18.4M +$419K +5,145 +2%
Principal Financial Group
21
Principal Financial Group
Iowa
$18.3M +$1.9M +23,351 +11%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$17.8M +$1.12M +13,728 +6%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$17.3M +$151K +1,849 +0.8%
Northern Trust
24
Northern Trust
Illinois
$16M +$6.42M +78,765 +63%
First Trust Advisors
25
First Trust Advisors
Illinois
$14.3M +$265K +3,250 +2%

BOKF Hedge Fund Activity: Q1 2017 in Review

161 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2017, worth a combined $1.7B — down 6.4% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BOKF positions and 9 closed out — a net gain of 14 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock, adding an estimated $83.1M. The largest seller was George Kaiser Family Foundation, cutting an estimated $52.3M.

  • 161 institutional investors held BOK Financial (BOKF) as of Q1 2017, up from 154 in Q4 2016.
  • Funds reported $1.7B of BOK Financial stock for Q1 2017, down 6.4% quarter-over-quarter.
  • 23 funds opened new BOK Financial positions in Q1 2017 and 9 closed out, a net change of +14 holders.
  • The largest BOK Financial buyer in Q1 2017 was BlackRock, an estimated $83.1M added.
  • The largest BOK Financial seller in Q1 2017 was George Kaiser Family Foundation, an estimated $52.3M sold.

Based on aggregated 13F filings for Q1 2017.