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BOK Financial

160 hedge funds and large institutions have $1.86B invested in BOK Financial in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $1.76B → $1.86B (+$95.7M)

1% more funds holding

Funds holding: 158160 (+2)

3% more call options, than puts

Call options by funds: $2.76M | Put options by funds: $2.67M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.14% less ownership

Funds ownership: 32.02%31.88% (-0.14%)

11% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 57

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
3.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
51
Reduced
57
Closed
20
Calls
$2.76M
Puts
$2.67M
Net Calls
+$85K
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$227M +$4.58M +54,927 +2%
Aristotle Capital Management
2
Aristotle Capital Management
California
$184M +$3.72M +44,565 +2%
GKFF
3
George Kaiser Family Foundation
Oklahoma
$178M -$11.8M -140,978 -7%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$154M -$4.48M -53,785 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$134M +$6.25K +75 +0%
BlackRock
6
BlackRock
New York
$93.4M +$3.48M +41,788 +4%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$87.8M +$66.8K +801 +0.1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$67.4M -$5.73M -68,679 -8%
Principal Financial Group
9
Principal Financial Group
Iowa
$59.9M +$802K +9,624 +1%
State Street
10
State Street
Massachusetts
$45.8M -$4.67M -55,963 -10%
AI
11
Ariel Investments
Illinois
$43.1M +$336K +4,029 +0.8%
KTA
12
Keeley-Teton Advisors
Illinois
$42.6M -$7.9M -94,765 -17%
RA
13
Royce & Associates
New York
$40.2M -$1.19M -14,255 -3%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.9M +$140K +1,681 +0.5%
Goldman Sachs
15
Goldman Sachs
New York
$29.4M +$1.83M +21,931 +7%
Wells Fargo
16
Wells Fargo
California
$24.9M +$241K +2,893 +1%
RP
17
Reinhart Partners
Wisconsin
$22.9M -$1.44M -17,244 -6%
CWAM
18
Columbia Wanger Asset Management
Illinois
$22.3M +$93.5K +1,121 +0.5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$21.1M +$387K +4,638 +2%
Norges Bank
20
Norges Bank
Norway
$17.8M
AQR Capital Management
21
AQR Capital Management
Connecticut
$17.5M +$5.68M +68,139 +54%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$17.3M -$1.49M -17,866 -8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$16.9M +$505K +6,054 +3%
American Century Companies
24
American Century Companies
Missouri
$16.8M
SCM
25
SKBA Capital Management
California
$15.2M -$16.7K -200 -0.1%

BOKF Hedge Fund Activity: Q3 2017 in Review

160 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2017, worth a combined $1.86B — up 5.4% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BOKF positions and 20 closed out — a net gain of 3 holders — while 51 added to existing stakes and 57 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $5.8M. The largest seller was George Kaiser Family Foundation, cutting an estimated $11.8M.

  • 160 institutional investors held BOK Financial (BOKF) as of Q3 2017, up from 158 in Q2 2017.
  • Funds reported $1.86B of BOK Financial stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 23 funds opened new BOK Financial positions in Q3 2017 and 20 closed out, a net change of +3 holders.
  • The largest BOK Financial buyer in Q3 2017 was Balyasny Asset Management, an estimated $5.8M added.
  • The largest BOK Financial seller in Q3 2017 was George Kaiser Family Foundation, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2017.