BOK Financial
BOKF
193 hedge funds and large institutions have $2.34B invested in BOK Financial in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 26 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 50
11% more capital invested
Capital invested by funds: $2.1B → $2.34B (+$241M)
2.88% more ownership
Funds ownership: 33.83% → 36.71% (+2.9%)
8% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 26
1% more funds holding
Funds holding: 192 → 193 (+1)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
86% less call options, than puts
Call options by funds: $651K | Put options by funds: $4.59M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$56M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$19.8M |
| 3 |
BlackRock
New York
|
+$16.2M |
| 4 |
Citigroup
New York
|
+$15.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.4M |
| 2 |
Renaissance Technologies
New York
|
-$7.02M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.11M |
| 4 |
Neuberger Berman Group
New York
|
-$5.61M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$3.76M |
BOKF Hedge Fund Activity: Q3 2018 in Review
193 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q3 2018, worth a combined $2.34B — up 11% from $2.1B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new BOKF positions and 26 closed out — a net gain of 2 holders — while 80 added to existing stakes and 50 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $56M. The largest seller was Fidelity Investments, cutting an estimated $18.4M.
- 193 institutional investors held BOK Financial (BOKF) as of Q3 2018, up from 192 in Q2 2018.
- Funds reported $2.34B of BOK Financial stock for Q3 2018, up 11% quarter-over-quarter.
- 28 funds opened new BOK Financial positions in Q3 2018 and 26 closed out, a net change of +2 holders.
- The largest BOK Financial buyer in Q3 2018 was Wellington Management Group, an estimated $56M added.
- The largest BOK Financial seller in Q3 2018 was Fidelity Investments, an estimated $18.4M sold.
Based on aggregated 13F filings for Q3 2018.