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BOK Financial

166 hedge funds and large institutions have $2.19B invested in BOK Financial in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $2.02B → $2.19B (+$167M)

4% more funds holding

Funds holding: 159166 (+7)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

8% more call options, than puts

Call options by funds: $2.76M | Put options by funds: $2.57M

0.31% more ownership

Funds ownership: 33.51%33.82% (+0.31%)

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
58
Reduced
53
Closed
15
Calls
$2.76M
Puts
$2.57M
Net Calls
+$195K
Net Calls Change
+$603K
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$278M
Vanguard Group
2
Vanguard Group
Pennsylvania
$258M -$2.06M -21,352 -0.8%
Aristotle Capital Management
3
Aristotle Capital Management
California
$228M +$8.93M +92,632 +4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$157M -$4.26M -44,210 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$149M +$110K +1,141 +0.1%
BlackRock
6
BlackRock
New York
$106M +$1.19M +12,394 +1%
State Street
7
State Street
Massachusetts
$88.3M +$20.8M +215,922 +32%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$80.4M -$16.3M -169,248 -17%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$72.9M -$1.36M -14,142 -2%
Principal Financial Group
10
Principal Financial Group
Iowa
$61.1M -$3.89M -40,385 -6%
AI
11
Ariel Investments
Illinois
$50.9M +$4.51M +46,810 +10%
RA
12
Royce & Associates
New York
$48.3M +$994K +10,312 +2%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M +$917K +9,510 +3%
KTA
14
Keeley-Teton Advisors
Illinois
$37.9M -$2.02M -20,975 -5%
Goldman Sachs
15
Goldman Sachs
New York
$31.9M +$484K +5,017 +2%
RP
16
Reinhart Partners
Wisconsin
$29M +$3.08M +31,975 +12%
Wells Fargo
17
Wells Fargo
California
$27.1M -$490K -5,085 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$26.9M +$198K +2,059 +0.8%
Ameriprise
19
Ameriprise
Minnesota
$25.2M +$24.1M +250,156 +5,568%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$21.4M -$10.9M -113,053 -34%
Norges Bank
21
Norges Bank
Norway
$20.1M +$3.62M +37,600 +23%
SCA
22
Stieven Capital Advisors
Missouri
$18.9M +$18.4M +190,800 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$17.7M +$285K +2,961 +2%
SCM
24
SKBA Capital Management
California
$17M -$183K -1,900 -1%
Northern Trust
25
Northern Trust
Illinois
$16M +$2.12M +21,952 +16%

BOKF Hedge Fund Activity: Q1 2018 in Review

166 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2018, worth a combined $2.19B — up 8.3% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BOKF positions and 15 closed out — a net gain of 10 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Ameriprise, adding an estimated $24.1M. The largest seller was Diamond Hill Capital Management, cutting an estimated $16.3M.

  • 166 institutional investors held BOK Financial (BOKF) as of Q1 2018, up from 159 in Q4 2017.
  • Funds reported $2.19B of BOK Financial stock for Q1 2018, up 8.3% quarter-over-quarter.
  • 25 funds opened new BOK Financial positions in Q1 2018 and 15 closed out, a net change of +10 holders.
  • The largest BOK Financial buyer in Q1 2018 was Ameriprise, an estimated $24.1M added.
  • The largest BOK Financial seller in Q1 2018 was Diamond Hill Capital Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2018.