BOK Financial
BOKF
172 hedge funds and large institutions have $1.28B invested in BOK Financial in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 48 reducing their positions, and 48 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 48
0.96% more ownership
Funds ownership: 41.64% → 42.6% (+0.96%)
9% less funds holding
Funds holding: 190 → 172 (-18)
33% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 48
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less capital invested
Capital invested by funds: $2.58B → $1.28B (-$1.3B)
53% less call options, than puts
Call options by funds: $3.47M | Put options by funds: $7.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$87.6M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$21.9M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$13.8M |
| 4 |
Millennium Management
New York
|
+$13.3M |
| 5 |
AI
Ariel Investments
Chicago,
Illinois
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$66M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$51.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$26M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$14.8M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$9.48M |
BOKF Hedge Fund Activity: Q1 2020 in Review
172 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2020, worth a combined $1.28B — down 50% from $2.58B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of BOKF and 32 opened new positions — a net loss of 16 holders — while 48 trimmed existing stakes and 69 added.
The largest buyer was Aristotle Capital Management, adding an estimated $87.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $66M sold.
- 172 institutional investors held BOK Financial (BOKF) as of Q1 2020, down from 190 in Q4 2019.
- Funds reported $1.28B of BOK Financial stock for Q1 2020, down 50% quarter-over-quarter.
- 32 funds opened new BOK Financial positions in Q1 2020 and 48 closed out, a net change of -16 holders.
- The largest BOK Financial buyer in Q1 2020 was Aristotle Capital Management, an estimated $87.6M added.
- The largest BOK Financial seller in Q1 2020 was Wellington Management Group, an estimated $66M sold.
Based on aggregated 13F filings for Q1 2020.