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BOK Financial

190 hedge funds and large institutions have $2.58B invested in BOK Financial in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $2.27B → $2.58B (+$307M)

1.31% more ownership

Funds ownership: 40.32%41.64% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

1% less funds holding

Funds holding: 191190 (-1)

20% less call options, than puts

Call options by funds: $9.63M | Put options by funds: $12M

21% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 71

Holders
190
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
56
Reduced
71
Closed
21
Calls
$9.63M
Puts
$12M
Net Calls
-$2.35M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$288M +$35.7M +437,820 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$286M -$1.75M -21,496 -0.7%
GKFF
3
George Kaiser Family Foundation
Oklahoma
$253M +$10.7M +130,779 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$137M +$13.5M +165,217 +12%
BlackRock
5
BlackRock
New York
$129M -$264K -3,242 -0.2%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$114M -$804K -9,871 -0.8%
AI
7
Ariel Investments
Illinois
$107M +$4.49M +55,129 +5%
CWM
8
CIBC World Markets
New York
$106M
CIBC World Market
9
CIBC World Market
Ontario, Canada
$83M +$40.7M +500,000 +111%
Artisan Partners
10
Artisan Partners
Wisconsin
$82.7M -$2.4M -29,447 -3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$66M -$3.69M -45,341 -6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$65.4M -$5.02M -61,662 -8%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$61.9M -$290K -3,557 -0.5%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$56.3M +$1.26M +15,494 +2%
State Street
15
State Street
Massachusetts
$55.7M -$2.77M -34,033 -5%
Principal Financial Group
16
Principal Financial Group
Iowa
$51.5M -$821K -10,080 -2%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.8M -$2.97M -36,459 -7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$35.5M +$703K +8,626 +2%
Bank of America
19
Bank of America
North Carolina
$33.4M -$4.1M -50,323 -12%
RA
20
Royce & Associates
New York
$30.9M -$2.5M -30,642 -8%
Norges Bank
21
Norges Bank
Norway
$29.6M -$529K -6,496 -2%
Ameriprise
22
Ameriprise
Minnesota
$26M -$33.7K -414 -0.1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$25.3M +$6.23M +76,458 +36%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$24.3M -$84.3K -1,035 -0.4%
RP
25
Reinhart Partners
Wisconsin
$23.9M +$190K +2,327 +0.9%

BOKF Hedge Fund Activity: Q4 2019 in Review

190 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q4 2019, worth a combined $2.58B — up 14% from $2.27B a quarter earlier.

Fund positioning in BOKF was balanced in Q4 2019: 21 funds opened new positions, 21 closed out, 56 added to existing stakes and 71 trimmed.

The largest buyer was CIBC World Market, adding an estimated $40.7M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $9.5M sold.

  • 190 institutional investors held BOK Financial (BOKF) as of Q4 2019, down from 191 in Q3 2019.
  • Funds reported $2.58B of BOK Financial stock for Q4 2019, up 14% quarter-over-quarter.
  • 21 funds opened new BOK Financial positions in Q4 2019 and 21 closed out, a net change of 0 holders.
  • The largest BOK Financial buyer in Q4 2019 was CIBC World Market, an estimated $40.7M added.
  • The largest BOK Financial seller in Q4 2019 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $9.5M sold.

Based on aggregated 13F filings for Q4 2019.