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BOK Financial

204 hedge funds and large institutions have $2.17B invested in BOK Financial in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 35

0.6% more ownership

Funds ownership: 39.83%40.43% (+0.6%)

0% more funds holding

Funds holding: 204204 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

7% less capital invested

Capital invested by funds: $2.35B → $2.17B (-$174M)

24% less call options, than puts

Call options by funds: $2.58M | Put options by funds: $3.37M

Holders
204
Holders Change
Holders Change %
0%
% of All Funds
4.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
62
Reduced
63
Closed
35
Calls
$2.58M
Puts
$3.37M
Net Calls
-$793K
Net Calls Change
+$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$247M -$5.15M -63,542 -2%
GKFF
2
George Kaiser Family Foundation
Oklahoma
$224M
Aristotle Capital Management
3
Aristotle Capital Management
California
$215M +$6.27M +77,247 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$124M +$46.5M +573,516 +54%
BlackRock
5
BlackRock
New York
$110M -$1.6M -19,774 -1%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$101M -$2.76M -33,969 -2%
CWM
7
CIBC World Markets
New York
$86.4M +$25.5M +314,550 +38%
AI
8
Ariel Investments
Illinois
$72.4M +$4.57M +56,287 +6%
Artisan Partners
9
Artisan Partners
Wisconsin
$66.2M -$4.19M -51,688 -6%
State Street
10
State Street
Massachusetts
$57.1M -$21.5M -265,231 -26%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$57M +$380K +4,686 +0.6%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$54.5M +$2.96M +36,490 +5%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$53.1M -$549K -6,765 -1%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$46.3M -$237K -2,918 -0.5%
Principal Financial Group
15
Principal Financial Group
Iowa
$45.5M +$2.76M +33,973 +6%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.1M -$5.23M -64,483 -10%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$34M
RA
18
Royce & Associates
New York
$30.2M -$4.55M -56,069 -12%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$29.8M +$811K +9,997 +3%
Bank of America
20
Bank of America
North Carolina
$28.7M +$3.47M +42,782 +13%
Norges Bank
21
Norges Bank
Norway
$26.5M
Ameriprise
22
Ameriprise
Minnesota
$22.4M -$7.74M -95,395 -24%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$21M -$69.6K -858 -0.3%
RP
24
Reinhart Partners
Wisconsin
$20.6M +$1.01M +12,403 +5%
Goldman Sachs
25
Goldman Sachs
New York
$18.5M -$1.2M -14,792 -6%

BOKF Hedge Fund Activity: Q2 2019 in Review

204 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q2 2019, worth a combined $2.17B — down 7.4% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOKF positions and 35 closed out — a net gain of 3 holders — while 62 added to existing stakes and 63 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $46.5M. The largest seller was State Street, cutting an estimated $21.5M.

  • 204 institutional investors held BOK Financial (BOKF) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $2.17B of BOK Financial stock for Q2 2019, down 7.4% quarter-over-quarter.
  • 38 funds opened new BOK Financial positions in Q2 2019 and 35 closed out, a net change of +3 holders.
  • The largest BOK Financial buyer in Q2 2019 was Fidelity Investments, an estimated $46.5M added.
  • The largest BOK Financial seller in Q2 2019 was State Street, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2019.