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BOK Financial
BOKF

159 hedge funds and large institutions have $2.02B invested in BOK Financial in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 48

9% more capital invested

Capital invested by funds: $1.86B → $2.02B (+$167M)

1.63% more ownership

Funds ownership: 31.88% → 33.51% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 160 → 159 (-1)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

32% less call options, than puts

Call options by funds: $851K | Put options by funds: $1.26M

Holders
159
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
60
Reduced
48
Closed
26
Calls
$851K
Puts
$1.26M
Net Calls
-$408K
Net Calls Change
-$493K

Top Buyers

1
GKFF
George Kaiser Family Foundation
Oklahoma
+$71.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.3M
3
State Street
State Street
Massachusetts
+$14.3M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$12.7M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$10.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$8.89M
2
Deutsche Bank
Deutsche Bank
Germany
-$7.34M
3
CEP
Chicago Equity Partners
Illinois
-$7.14M
4
KTA
Keeley-Teton Advisors
Illinois
-$6.54M
5
Millennium Management
Millennium Management
New York
-$5.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$259M +$71.4M +809,755 +40%
Vanguard Group
2
Vanguard Group
Pennsylvania
$243M +$6.72M +76,198 +3%
Aristotle Capital Management
3
Aristotle Capital Management
California
$204M +$12.7M +143,951 +7%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$150M -$8.89M -100,769 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$138M – – –
BlackRock
6
BlackRock
New York
$97.5M +$614K +6,963 +0.7%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$90.6M -$346K -3,925 -0.4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$69.3M -$483K -5,470 -0.7%
State Street
9
State Street
Massachusetts
$62.4M +$14.3M +162,287 +32%
Principal Financial Group
10
Principal Financial Group
Iowa
$60.7M -$1.25M -14,143 -2%
RA
11
Royce & Associates
New York
$44.1M +$2.36M +26,752 +6%
AI
12
Ariel Investments
Illinois
$43.1M -$1.48M -16,742 -3%
KTA
13
Keeley-Teton Advisors
Illinois
$37.3M -$6.54M -74,154 -16%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.5M +$3.41M +38,618 +12%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$30.4M +$17.3M +195,575 +147%
Goldman Sachs
16
Goldman Sachs
New York
$29.3M -$1.13M -12,789 -4%
Wells Fargo
17
Wells Fargo
California
$25.8M -$32.6K -369 -0.1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$24.9M +$2.86M +32,440 +14%
RP
19
Reinhart Partners
Wisconsin
$24.1M +$329K +3,732 +1%
CWAM
20
Columbia Wanger Asset Management
Illinois
$23.1M – – –
AQR Capital Management
21
AQR Capital Management
Connecticut
$16.4M -$1.5M -17,028 -9%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$16.2M -$1.61M -18,276 -9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$16.2M -$1.21M -13,685 -7%
American Century Companies
24
American Century Companies
Missouri
$16.1M -$1.28M -14,550 -8%
SCM
25
SKBA Capital Management
California
$16M +$291K +3,300 +2%
1
2 3 4 5

BOKF Hedge Fund Activity: Q4 2017 in Review

159 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2017, worth a combined $2.02B — up 9% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BOKF and 25 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 60 added.

The largest buyer was George Kaiser Family Foundation, adding an estimated $71.4M. The largest seller was Neuberger Berman Group, cutting an estimated $8.89M.

  • 159 institutional investors held BOK Financial (BOKF) as of Q4 2017, down from 160 in Q3 2017.
  • Funds reported $2.02B of BOK Financial stock for Q4 2017, up 9% quarter-over-quarter.
  • 25 funds opened new BOK Financial positions in Q4 2017 and 26 closed out, a net change of -1 holder.
  • The largest BOK Financial buyer in Q4 2017 was George Kaiser Family Foundation, an estimated $71.4M added.
  • The largest BOK Financial seller in Q4 2017 was Neuberger Berman Group, an estimated $8.89M sold.

Based on aggregated 13F filings for Q4 2017.